|
26
|
Evergreen Capital Management
Bellevue,
Washington
|
$22.5M
|
-$4.52M
|
-138,483
|
-17%
|
|
|
27
|
Caprock Group
Boise,
Idaho
|
$22.5M
|
+$1.47M
|
+44,939
|
+7%
|
|
|
28
|
Stelac Advisory Services
New York
|
$22.3M
|
+$2.18M
|
+66,732
|
+11%
|
|
|
29
|
Brinker Capital
Berwyn,
Pennsylvania
|
$22.1M
|
-$300K
|
-9,194
|
-1%
|
|
|
30
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$21M
|
+$21.3M
|
+651,638
|
New
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.3M
|
-$1.49M
|
-45,473
|
-7%
|
|
|
32
|
Oxford Financial Group
Carmel,
Indiana
|
$19M
|
-$724K
|
-22,163
|
-4%
|
|
|
33
|
Cornerstone Financial Partners
Huntersville,
North Carolina
|
$18.6M
|
-$119K
|
-3,650
|
-0.6%
|
|
|
34
|
William Blair & Company
Chicago,
Illinois
|
$17.5M
|
+$1.56M
|
+47,755
|
+10%
|
|
|
35
|
Bank of America
Charlotte,
North Carolina
|
$17.5M
|
-$5.39M
|
-165,150
|
-23%
|
|
|
36
|
Ameriprise
Minneapolis,
Minnesota
|
$16.2M
|
+$327K
|
+10,022
|
+2%
|
|
|
37
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$16.1M
|
+$4.16M
|
+127,279
|
+34%
|
|
|
38
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$15.8M
|
-$9.31M
|
-285,047
|
-37%
|
|
|
39
|
Richard C. Young & Co
Newport,
Rhode Island
|
$15.8M
|
+$558K
|
+17,083
|
+4%
|
|
|
40
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$15.1M
|
+$2.09M
|
+64,057
|
+16%
|
|
|
41
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$15M
|
+$161K
|
+4,939
|
+1%
|
|
|
42
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.4M
|
-$2.37M
|
-72,698
|
-15%
|
|
|
43
|
Veritable
Wilmington,
Delaware
|
$13.3M
|
+$367K
|
+11,229
|
+3%
|
|
|
44
|
|
$12.8M
|
–
|
–
|
–
|
|
|
45
|
MAI Capital Management
Independence,
Ohio
|
$12M
|
+$1.22M
|
+37,475
|
+11%
|
|
|
46
|
SNS Financial Group
Minneapolis,
Minnesota
|
$11.7M
|
+$11.8M
|
+362,572
|
New
|
|
|
47
|
Dimension Capital Management
Coral Gables,
Florida
|
$11.5M
|
+$749K
|
+22,924
|
+7%
|
|
|
48
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$11.2M
|
+$11.5M
|
+353,175
|
New
|
|
|
49
|
LPL Financial
San Diego,
California
|
$9.62M
|
-$562K
|
-17,204
|
-5%
|
|
|
50
|
Edge Advisors
Atlanta,
Georgia
|
$8.44M
|
-$681K
|
-20,846
|
-7%
|
|
