|
26
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$25.7M
|
+$891K
|
+8,477
|
+4%
|
|
|
27
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$25M
|
+$1.11M
|
+10,543
|
+5%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.4M
|
+$1.1M
|
+10,457
|
+5%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$21.9M
|
+$5.97M
|
+56,862
|
+37%
|
|
|
30
|
Allianz Asset Management
Munich,
Germany
|
$21.3M
|
-$7.94M
|
-75,536
|
-27%
|
|
|
31
|
Davenport & Co
Richmond,
Virginia
|
$20.6M
|
+$1.13M
|
+10,738
|
+6%
|
|
|
32
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$20.5M
|
–
|
–
|
–
|
|
|
33
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$20.5M
|
-$415K
|
-3,951
|
-2%
|
|
|
34
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$19.5M
|
-$9.23M
|
-87,795
|
-32%
|
|
|
35
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$19.2M
|
+$2.4M
|
+22,821
|
+14%
|
|
|
36
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$18.7M
|
+$497K
|
+4,729
|
+3%
|
|
|
37
|
United Capital Financial Advisors
Irving,
Texas
|
$18M
|
+$11.1M
|
+105,706
|
+158%
|
|
|
38
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.6M
|
+$632K
|
+6,013
|
+4%
|
|
|
39
|
New York Life Investment Management
New York
|
$17.6M
|
–
|
–
|
–
|
|
|
40
|
Meridian Management
Little Rock,
Arkansas
|
$17.4M
|
+$147K
|
+1,403
|
+0.8%
|
|
|
41
|
Charles Schwab
San Francisco,
California
|
$17.1M
|
+$3.52M
|
+33,539
|
+26%
|
|
|
42
|
Country Club Bank
Kansas City,
Missouri
|
$17M
|
-$878K
|
-8,353
|
-5%
|
|
|
43
|
Bessemer Group
Woodbridge,
New Jersey
|
$15.5M
|
-$4.73K
|
-45
|
-0%
|
|
|
44
|
Washington Trust
Westerly,
Rhode Island
|
$15.2M
|
+$628K
|
+5,975
|
+4%
|
|
|
45
|
First American Trust
Santa Ana,
California
|
$15M
|
+$2.84M
|
+26,987
|
+23%
|
|
|
46
|
SVB Wealth
Boston,
Massachusetts
|
$14.5M
|
+$14.6M
|
+139,076
|
New
|
|
|
47
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$13.9M
|
-$70.5K
|
-671
|
-0.5%
|
|
|
48
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$13.6M
|
-$8.42M
|
-80,146
|
-38%
|
|
|
49
|
Choreo LLC
Rockford,
Illinois
|
$12.8M
|
+$12.9M
|
+122,920
|
New
|
|
|
50
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.6M
|
-$28.7M
|
-273,202
|
-69%
|
|
