|
26
|
Uniplan Investment Counsel
Milwaukee,
Wisconsin
|
$13M
|
+$851K
|
+33,663
|
+6%
|
|
|
27
|
Tolleson Wealth Management
Dallas,
Texas
|
$12.5M
|
+$14.2M
|
+561,737
|
New
|
|
|
28
|
Salient Capital Advisors
Houston,
Texas
|
$12.4M
|
+$14.1M
|
+556,245
|
New
|
|
|
29
|
Weiss Asset Management
Boston,
Massachusetts
|
$12.4M
|
+$14M
|
+555,000
|
New
|
|
|
30
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$12M
|
+$2.28M
|
+90,239
|
+20%
|
|
|
31
|
Citizens Business Bank
Ontario,
California
|
$11.9M
|
-$3.29M
|
-130,040
|
-20%
|
|
|
32
|
Veritable
Wilmington,
Delaware
|
$11.8M
|
+$1.45M
|
+57,301
|
+12%
|
|
|
33
|
Klingman & Associates
New York
|
$11.7M
|
-$8.39M
|
-331,815
|
-39%
|
|
|
34
|
Richard C. Young & Co
Newport,
Rhode Island
|
$11M
|
-$2.88M
|
-113,803
|
-19%
|
|
|
35
|
|
$10.9M
|
+$12.4M
|
+490,305
|
New
|
|
|
36
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$10.4M
|
+$4.14M
|
+163,617
|
+54%
|
|
|
37
|
Stelac Advisory Services
New York
|
$9.66M
|
+$194K
|
+7,670
|
+2%
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.54M
|
-$6.81M
|
-269,156
|
-39%
|
|
|
39
|
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
$9.54M
|
+$6.3M
|
+249,088
|
+139%
|
|
|
40
|
Lee Financial
Dallas,
Texas
|
$9.05M
|
+$7.09M
|
+280,205
|
+223%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.81M
|
-$4.64M
|
-183,488
|
-32%
|
|
|
42
|
Wells Fargo
San Francisco,
California
|
$8.59M
|
-$2.14M
|
-84,666
|
-18%
|
|
|
43
|
AllianceBernstein
Nashville,
Tennessee
|
$8.18M
|
+$1.31M
|
+51,685
|
+16%
|
|
|
44
|
Ballentine Partners
Waltham,
Massachusetts
|
$7.89M
|
+$2.3M
|
+90,813
|
+35%
|
|
|
45
|
Oxford Financial Group
Carmel,
Indiana
|
$7.74M
|
+$8.77M
|
+346,680
|
New
|
|
|
46
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$7.24M
|
-$626K
|
-24,742
|
-7%
|
|
|
47
|
Concourse Financial Group Securities
Birmingham,
Alabama
|
$6.72M
|
+$7.61M
|
+300,777
|
+64,544%
|
|
|
48
|
Edge Capital Group
Atlanta,
Georgia
|
$6.59M
|
+$7.47M
|
+295,449
|
New
|
|
|
49
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$6.52M
|
-$205K
|
-8,101
|
-3%
|
|
|
50
|
Arlington Partners
Birmingham,
Alabama
|
$6.3M
|
-$11.4M
|
-450,374
|
-61%
|
|
