|
26
|
Klingman & Associates
New York
|
$21M
|
-$8.91K
|
-202
|
-0%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.6M
|
+$5.75M
|
+130,326
|
+37%
|
|
|
28
|
Leavell Investment Management
Mobile,
Alabama
|
$18.4M
|
-$58.8K
|
-1,332
|
-0.3%
|
|
|
29
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$18M
|
+$11.1K
|
+251
|
+0.1%
|
|
|
30
|
UBS Group
Zurich,
Switzerland
|
$17.7M
|
-$4.11M
|
-93,151
|
-18%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.1M
|
+$2.25M
|
+51,024
|
+16%
|
|
|
32
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$15.4M
|
-$679K
|
-15,393
|
-4%
|
|
|
33
|
Neuberger Berman Group
New York
|
$14.4M
|
+$4.46M
|
+101,022
|
+43%
|
|
|
34
|
Diversified Trust
Memphis,
Tennessee
|
$13.6M
|
-$9.67M
|
-219,130
|
-41%
|
|
|
35
|
Sequoia Financial Advisors
Akron,
Ohio
|
$13.4M
|
+$2.39M
|
+54,278
|
+21%
|
|
|
36
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$13.1M
|
-$1.43M
|
-32,331
|
-10%
|
|
|
37
|
Chatham Capital Group
Savannah,
Georgia
|
$13M
|
-$4.19K
|
-95
|
-0%
|
|
|
38
|
Financial Advisory Group
Houston,
Texas
|
$12.9M
|
-$4.48M
|
-101,488
|
-25%
|
|
|
39
|
Credit Suisse
Zurich,
Switzerland
|
$12.7M
|
-$10.5M
|
-237,555
|
-44%
|
|
|
40
|
WhitTier Trust Company
Reno,
Nevada
|
$12.4M
|
-$169K
|
-3,825
|
-1%
|
|
|
41
|
Vector Wealth Management
Minneapolis,
Minnesota
|
$12.3M
|
+$310K
|
+7,034
|
+3%
|
|
|
42
|
LPL Financial
San Diego,
California
|
$11.7M
|
-$430K
|
-9,739
|
-3%
|
|
|
43
|
Mariner
Overland Park,
Kansas
|
$11.2M
|
+$2.5M
|
+56,584
|
+28%
|
|
|
44
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$10.7M
|
-$472K
|
-10,691
|
-4%
|
|
|
45
|
Private Advisor Group
Morristown,
New Jersey
|
$10.7M
|
+$2.97M
|
+67,240
|
+37%
|
|
|
46
|
Evermay Wealth Management
Arlington,
Virginia
|
$10.5M
|
–
|
–
|
–
|
|
|
47
|
New England Investment & Retirement Group
North Andover,
Massachusetts
|
$10.4M
|
-$6.78M
|
-153,728
|
-39%
|
|
|
48
|
Wharton Business Group
Malvern,
Pennsylvania
|
$10.3M
|
–
|
–
|
–
|
|
|
49
|
Mosaic Financial Partners
San Francisco,
California
|
$10.1M
|
+$428K
|
+9,699
|
+4%
|
|
|
50
|
Ameriprise
Minneapolis,
Minnesota
|
$10.1M
|
+$3.86M
|
+87,620
|
+57%
|
|
