|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
+$2.25M
|
+55,018
|
+24%
|
|
|
27
|
St Louis Trust
Saint Louis,
Missouri
|
$11.3M
|
+$11.7M
|
+285,420
|
New
|
|
|
28
|
Retirement Design & Management
Westport,
Connecticut
|
$11.1M
|
+$11.4M
|
+279,580
|
New
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.4M
|
+$5.08M
|
+124,102
|
+89%
|
|
|
30
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$10.3M
|
-$1.07M
|
-26,223
|
-9%
|
|
|
31
|
Karpus Investment Management
Pittsford,
New York
|
$9.71M
|
+$5.13M
|
+125,190
|
+104%
|
|
|
32
|
Brandes Investment Partners
La Jolla,
California
|
$9.05M
|
+$8.65M
|
+211,156
|
+1,217%
|
|
|
33
|
Aspiriant Holdings S3
Los Angeles,
California
|
$8.79M
|
-$1.93M
|
-47,116
|
-18%
|
|
|
34
|
GM Advisory Group
Melville,
New York
|
$8.64M
|
-$1.09M
|
-26,662
|
-11%
|
|
|
35
|
Telemus Capital
Southfield,
Michigan
|
$8.57M
|
-$25.9M
|
-632,662
|
-75%
|
|
|
36
|
Whittier Trust
South Pasadena,
California
|
$8.33M
|
+$455K
|
+11,121
|
+6%
|
|
|
37
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$7.33M
|
+$4.73M
|
+115,571
|
+166%
|
|
|
38
|
Fiduciary Trust
Boston,
Massachusetts
|
$7.3M
|
+$4.69M
|
+114,604
|
+164%
|
|
|
39
|
CIBC World Market
Toronto,
Ontario, Canada
|
$7.28M
|
+$614K
|
+15,005
|
+9%
|
|
|
40
|
|
$7.25M
|
-$539K
|
-13,155
|
-7%
|
|
|
41
|
Freestone Capital Holdings
Seattle,
Washington
|
$7.01M
|
+$6.14M
|
+149,873
|
+551%
|
|
|
42
|
Coyle Financial Counsel
Glenview,
Illinois
|
$6.92M
|
+$7.15M
|
+174,726
|
New
|
|
|
43
|
Cobblestone Capital Advisors
Rochester,
New York
|
$6.82M
|
+$7.05M
|
+172,243
|
New
|
|
|
44
|
Martin & Co
Knoxville,
Tennessee
|
$6.59M
|
-$26.8K
|
-655
|
-0.4%
|
|
|
45
|
Forward Management
San Francisco,
California
|
$6.5M
|
–
|
–
|
–
|
|
|
46
|
Lazard Asset Management
New York
|
$6.28M
|
+$4.44M
|
+108,508
|
+217%
|
|
|
47
|
KeyBank National Association
Cleveland,
Ohio
|
$6.2M
|
+$1.04M
|
+25,305
|
+19%
|
|
|
48
|
US Bancorp
Minneapolis,
Minnesota
|
$6.13M
|
+$26.7K
|
+652
|
+0.4%
|
|
|
49
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$5.98M
|
-$30.4K
|
-743
|
-0.5%
|
|
|
50
|
Renaissance Group
Covington,
Kentucky
|
$5.43M
|
+$2.44M
|
+59,508
|
+77%
|
|
