|
51
|
Rand Wealth
Baltimore,
Maryland
|
$29.6M
|
+$1.31M
|
+16,705
|
+5%
|
|
|
52
|
Brickley Wealth Management
San Mateo,
California
|
$28.3M
|
+$12.4M
|
+157,188
|
+77%
|
|
|
53
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$27.6M
|
-$2.43M
|
-30,873
|
-8%
|
|
|
54
|
US Bancorp
Minneapolis,
Minnesota
|
$26.8M
|
+$350K
|
+4,455
|
+1%
|
|
|
55
|
PrairieView Partners
St. Paul,
Minnesota
|
$26.8M
|
+$2.52M
|
+32,084
|
+10%
|
|
|
56
|
Wellesley Investment Partners
Wellesley,
Massachusetts
|
$25.7M
|
+$2.91M
|
+37,018
|
+13%
|
|
|
57
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$25.1M
|
+$1.27M
|
+16,122
|
+5%
|
|
|
58
|
Anchor Capital Advisors
Boston,
Massachusetts
|
$24.1M
|
-$7.21M
|
-91,747
|
-23%
|
|
|
59
|
Thomasville National Bank
Thomasville,
Georgia
|
$24.1M
|
+$1.16M
|
+14,708
|
+5%
|
|
|
60
|
|
$24.1M
|
-$8.07M
|
-102,651
|
-25%
|
|
|
61
|
Domani Wealth
Lancaster,
Pennsylvania
|
$23M
|
-$438K
|
-5,572
|
-2%
|
|
|
62
|
Freestone Capital Holdings
Seattle,
Washington
|
$22.6M
|
+$1.34M
|
+17,024
|
+6%
|
|
|
63
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$22.5M
|
+$18.3M
|
+233,258
|
+439%
|
|
|
64
|
Doyle Wealth Management
St. Petersburg,
Florida
|
$22M
|
-$113K
|
-1,442
|
-0.5%
|
|
|
65
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$21.3M
|
-$463K
|
-5,887
|
-2%
|
|
|
66
|
Leavell Investment Management
Mobile,
Alabama
|
$21M
|
-$365K
|
-4,649
|
-2%
|
|
|
67
|
Valmark Advisers
Akron,
Ohio
|
$20.3M
|
+$3.68M
|
+46,866
|
+22%
|
|
|
68
|
Carlson Capital Management
Northfield,
Minnesota
|
$20M
|
-$1.07M
|
-13,665
|
-5%
|
|
|
69
|
Allen Investment Management
New York
|
$19.9M
|
+$8.72M
|
+110,940
|
+77%
|
|
|
70
|
M&T Bank
Buffalo,
New York
|
$19.7M
|
+$1.11M
|
+14,126
|
+6%
|
|
|
71
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$19.2M
|
-$1.42M
|
-18,011
|
-7%
|
|
|
72
|
KWMG LLC
Overland Park,
Kansas
|
$19.2M
|
+$286K
|
+3,636
|
+2%
|
|
|
73
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$18.6M
|
-$18.6M
|
-237,338
|
-50%
|
|
|
74
|
HT Partners
Centerbrook,
Connecticut
|
$18.2M
|
+$163K
|
+2,076
|
+0.9%
|
|
|
75
|
Affiance Financial
St. Louis Park,
Minnesota
|
$17.5M
|
+$1.1M
|
+13,995
|
+7%
|
|
