|
26
|
Wharton Business Group
Malvern,
Pennsylvania
|
$22.9M
|
-$9.38M
|
-316,250
|
-29%
|
|
|
27
|
Citizens Business Bank
Ontario,
California
|
$20.5M
|
+$95.4K
|
+3,214
|
+0.5%
|
|
|
28
|
Bank of Hawaii
Honolulu,
Hawaii
|
$18.6M
|
+$3.63M
|
+122,185
|
+24%
|
|
|
29
|
Atria Investments
Charlotte,
North Carolina
|
$16.8M
|
+$5.75M
|
+193,722
|
+52%
|
|
|
30
|
BOK Financial Private Wealth
Denver,
Colorado
|
$16.8M
|
-$922K
|
-31,082
|
-5%
|
|
|
31
|
Steel Grove Capital Advisors
Memphis,
Tennessee
|
$16.6M
|
-$176K
|
-5,919
|
-1%
|
|
|
32
|
HSBC Holdings
London,
United Kingdom
|
$16.2M
|
+$2.56M
|
+86,131
|
+19%
|
|
|
33
|
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
|
$14.7M
|
+$1.36M
|
+45,914
|
+10%
|
|
|
34
|
WESCAP Management Group
Glendale,
California
|
$14.6M
|
-$791K
|
-26,651
|
-5%
|
|
|
35
|
RNC Capital Management
Los Angeles,
California
|
$13.5M
|
-$1.6M
|
-54,000
|
-11%
|
|
|
36
|
Snowden Capital Advisors
New York
|
$12.9M
|
+$1.25M
|
+42,199
|
+11%
|
|
|
37
|
Horan Capital Advisors
Cincinnati,
Ohio
|
$12.7M
|
-$84.3K
|
-2,841
|
-0.7%
|
|
|
38
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$11.8M
|
+$5.19M
|
+174,894
|
+79%
|
|
|
39
|
|
$10.8M
|
+$312K
|
+10,515
|
+3%
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.3M
|
-$6.45M
|
-217,388
|
-39%
|
|
|
41
|
Comerica Bank
Dallas,
Texas
|
$9.89M
|
-$247K
|
-8,322
|
-3%
|
|
|
42
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$9.36M
|
+$2.23M
|
+75,164
|
+31%
|
|
|
43
|
United Services Automobile Association
San Antonio,
Texas
|
$8.96M
|
–
|
–
|
–
|
|
|
44
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.39M
|
+$1.05M
|
+35,508
|
+14%
|
|
|
45
|
Mercer Investments
Boston,
Massachusetts
|
$8.28M
|
-$3.46M
|
-116,488
|
-13%
|
|
|
46
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$7.93M
|
+$2.02M
|
+68,028
|
+34%
|
|
|
47
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.61M
|
+$1.16M
|
+38,969
|
+18%
|
|
|
48
|
Blue Chip Partners
Farmington Hills,
Michigan
|
$7.45M
|
+$607K
|
+20,472
|
+9%
|
|
|
49
|
Cambridge Associates
Boston,
Massachusetts
|
$7M
|
–
|
–
|
–
|
|
|
50
|
PFS Investments
Duluth,
Georgia
|
$6.9M
|
+$6.72M
|
+226,444
|
New
|
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