|
51
|
Bank of New York Mellon
New York
|
$228M
|
-$24.9M
|
-136,031
|
-10%
|
|
|
52
|
Hernani Holdings
Jackson,
Wyoming
|
$221M
|
–
|
–
|
–
|
|
|
53
|
Vista Capital Partners
Portland,
Oregon
|
$210M
|
-$10.2M
|
-55,986
|
-5%
|
|
|
54
|
Aegon USA Investment Management
Cedar Rapids,
Iowa
|
$192M
|
-$971K
|
-5,310
|
-0.5%
|
|
|
55
|
Global Endowment Management
Charlotte,
North Carolina
|
$189M
|
-$1.79M
|
-9,800
|
-1%
|
|
|
56
|
Brown Advisory
Baltimore,
Maryland
|
$189M
|
-$2.09M
|
-11,426
|
-1%
|
|
|
57
|
Gibson Capital
Wexford,
Pennsylvania
|
$188M
|
+$289K
|
+1,580
|
+0.2%
|
|
|
58
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$181M
|
-$131K
|
-714
|
-0.1%
|
|
|
59
|
Stephens Inc
Little Rock,
Arkansas
|
$177M
|
-$32.7K
|
-179
|
-0%
|
|
|
60
|
Opus Investment Management
Worcester,
Massachusetts
|
$174M
|
–
|
–
|
–
|
|
|
61
|
TIAA FSB
Jacksonville,
Florida
|
$173M
|
-$3.48M
|
-19,018
|
-2%
|
|
|
62
|
Private Advisor Group
Morristown,
New Jersey
|
$167M
|
-$2.28M
|
-12,480
|
-1%
|
|
|
63
|
Foster Group
West Des Moines,
Iowa
|
$165M
|
+$155M
|
+850,469
|
New
|
|
|
64
|
First Business Financial Services
Madison,
Wisconsin
|
$164M
|
+$1.38M
|
+7,577
|
+0.9%
|
|
|
65
|
|
$163M
|
+$11.3M
|
+61,911
|
+8%
|
|
|
66
|
Ritholtz Wealth Management
New York
|
$159M
|
+$254K
|
+1,389
|
+0.2%
|
|
|
67
|
Cliffwater
Marina Del Rey,
California
|
$153M
|
+$65.8M
|
+359,907
|
+85%
|
|
|
68
|
Wealthspire Advisors (New York)
New York
|
$146M
|
+$23.3M
|
+127,683
|
+21%
|
|
|
69
|
Monashee Investment Management
Boston,
Massachusetts
|
$141M
|
-$38.1M
|
-208,500
|
-22%
|
|
|
70
|
Regis Management Company
Menlo Park,
California
|
$137M
|
-$1.32M
|
-7,229
|
-1%
|
|
|
71
|
Tidal Investments
Milwaukee,
Wisconsin
|
$134M
|
+$119M
|
+653,310
|
+1,943%
|
|
|
72
|
Carlson Capital Management
Northfield,
Minnesota
|
$133M
|
-$440K
|
-2,406
|
-0.4%
|
|
|
73
|
Tanglewood Wealth Management
Houston,
Texas
|
$133M
|
+$21.8M
|
+119,502
|
+21%
|
|
|
74
|
Eaton Vance Management
Boston,
Massachusetts
|
$132M
|
+$123M
|
+670,199
|
+6,685%
|
|
|
75
|
Kestra Advisory Services
Austin,
Texas
|
$130M
|
+$30.4M
|
+166,512
|
+33%
|
|
