|
26
|
Creative Planning
Overland Park,
Kansas
|
$10.8M
|
-$350K
|
-8,602
|
-3%
|
|
|
27
|
Old Mission Capital
Chicago,
Illinois
|
$10.5M
|
+$5.9M
|
+145,095
|
+135%
|
|
|
28
|
|
$10.1M
|
-$392K
|
-9,632
|
-4%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.99M
|
-$988K
|
-24,289
|
-9%
|
|
|
30
|
Fiduciary Trust
Boston,
Massachusetts
|
$9.15M
|
+$28.3K
|
+696
|
+0.3%
|
|
|
31
|
US Bancorp
Minneapolis,
Minnesota
|
$9.1M
|
+$1.27M
|
+31,236
|
+17%
|
|
|
32
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$8.51M
|
+$435K
|
+10,703
|
+6%
|
|
|
33
|
Karpus Investment Management
Pittsford,
New York
|
$7.87M
|
-$508K
|
-12,495
|
-6%
|
|
|
34
|
Martin & Co
Knoxville,
Tennessee
|
$6.59M
|
-$10.8K
|
-265
|
-0.2%
|
|
|
35
|
BancorpSouth
Tupelo,
Mississippi
|
$6.52M
|
+$62.5K
|
+1,537
|
+1%
|
|
|
36
|
Merriman Wealth Management
Seattle,
Washington
|
$6.19M
|
+$6.07M
|
+149,177
|
New
|
|
|
37
|
CIBC World Market
Toronto,
Ontario, Canada
|
$6.08M
|
-$104K
|
-2,566
|
-2%
|
|
|
38
|
Whittier Trust
South Pasadena,
California
|
$5.87M
|
+$14.7K
|
+362
|
+0.3%
|
|
|
39
|
Veritable
Wilmington,
Delaware
|
$5.79M
|
-$514K
|
-12,643
|
-8%
|
|
|
40
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$5.39M
|
-$130K
|
-3,190
|
-2%
|
|
|
41
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$5.35M
|
-$451K
|
-11,076
|
-8%
|
|
|
42
|
Hugh Johnson Advisors
Albany,
New York
|
$5.24M
|
-$41.9K
|
-1,030
|
-0.8%
|
|
|
43
|
Bessemer Group
Woodbridge,
New Jersey
|
$5.02M
|
-$448
|
-11
|
-0%
|
|
|
44
|
Corrigan Financial
Middletown,
Rhode Island
|
$4.9M
|
-$38.2K
|
-939
|
-0.8%
|
|
|
45
|
ARS Investment Partners
New York
|
$4.64M
|
+$136K
|
+3,352
|
+3%
|
|
|
46
|
BOK Financial
Tulsa,
Oklahoma
|
$4.63M
|
+$2.51M
|
+61,592
|
+123%
|
|
|
47
|
Ferguson Wellman Capital Management
Portland,
Oregon
|
$4.46M
|
+$427K
|
+10,485
|
+11%
|
|
|
48
|
Forward Management
San Francisco,
California
|
$4.37M
|
–
|
–
|
–
|
|
|
49
|
HighTower Advisors
Chicago,
Illinois
|
$4.33M
|
+$3.98M
|
+97,931
|
+1,547%
|
|
|
50
|
Prio Wealth Limited Partnership
Boston,
Massachusetts
|
$4.15M
|
+$350K
|
+8,600
|
+9%
|
|
