|
51
|
SVB Wealth
Boston,
Massachusetts
|
$15.1M
|
+$444K
|
+4,462
|
+3%
|
|
|
52
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$15.1M
|
+$16.5K
|
+166
|
+0.1%
|
|
|
53
|
Schroder Investment Management Group
London,
United Kingdom
|
$14.9M
|
+$606K
|
+6,092
|
+4%
|
|
|
54
|
Cadent Capital Advisors
Tulsa,
Oklahoma
|
$14.1M
|
+$576K
|
+5,790
|
+4%
|
|
|
55
|
MML Investors Services
Springfield,
Massachusetts
|
$14.1M
|
+$1.32M
|
+13,232
|
+10%
|
|
|
56
|
Central Valley Advisors
Sacramento,
California
|
$13.8M
|
+$162K
|
+1,628
|
+1%
|
|
|
57
|
Cresset Asset Management
Chicago,
Illinois
|
$13.4M
|
+$71.2K
|
+716
|
+0.5%
|
|
|
58
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$13.2M
|
+$13.2M
|
+132,675
|
New
|
|
|
59
|
CIBC World Market
Toronto,
Ontario, Canada
|
$12.6M
|
-$590K
|
-5,938
|
-4%
|
|
|
60
|
Fusion Capital
Mt. Pleasant,
South Carolina
|
$12.6M
|
+$691K
|
+6,954
|
+6%
|
|
|
61
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$12.3M
|
+$250K
|
+2,519
|
+2%
|
|
|
62
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.6M
|
+$1.7M
|
+17,114
|
+17%
|
|
|
63
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$11.4M
|
+$34.5K
|
+347
|
+0.3%
|
|
|
64
|
Lodestar Private Asset Management
Alamo,
California
|
$10.6M
|
+$83.8K
|
+843
|
+0.8%
|
|
|
65
|
Litman Gregory Wealth Management
Larkspur,
California
|
$10.3M
|
-$317K
|
-3,187
|
-3%
|
|
|
66
|
Wellington Management Group
Boston,
Massachusetts
|
$10.3M
|
+$373K
|
+3,752
|
+4%
|
|
|
67
|
Zuckerman Investment Group
Chicago,
Illinois
|
$10.3M
|
+$298K
|
+2,997
|
+3%
|
|
|
68
|
Rockbridge Investment Management
Syracuse,
New York
|
$10.1M
|
+$1.83M
|
+18,409
|
+22%
|
|
|
69
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$9.95M
|
–
|
–
|
–
|
|
|
70
|
First National Bank of Omaha
Omaha,
Nebraska
|
$9.59M
|
+$9.16M
|
+92,174
|
+2,646%
|
|
|
71
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.51M
|
+$469K
|
+4,720
|
+5%
|
|
|
72
|
|
$9.39M
|
-$186K
|
-1,874
|
-2%
|
|
|
73
|
Vise Technologies
New York
|
$9.28M
|
+$607K
|
+6,106
|
+7%
|
|
|
74
|
1900 Wealth Management
San Antonio,
Texas
|
$9.19M
|
+$696
|
+7
|
+0%
|
|
|
75
|
Financial Engines Advisors
Santa Clara,
California
|
$9.15M
|
-$394K
|
-3,962
|
-4%
|
|
