|
26
|
BOK Financial Private Wealth
Denver,
Colorado
|
$29M
|
-$1.2M
|
-24,079
|
-4%
|
|
|
27
|
Parallel Advisors
San Francisco,
California
|
$27.7M
|
+$6.79M
|
+135,812
|
+33%
|
|
|
28
|
SP Asset Management
Cupertino,
California
|
$26.2M
|
+$153K
|
+3,058
|
+0.6%
|
|
|
29
|
Bell Investment Advisors
Oakland,
California
|
$25.7M
|
+$3.54M
|
+70,938
|
+16%
|
|
|
30
|
Bank of New York Mellon
New York
|
$23M
|
-$22.2M
|
-443,494
|
-49%
|
|
|
31
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$22.7M
|
+$2.07M
|
+41,422
|
+10%
|
|
|
32
|
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
$22.4M
|
+$10.1M
|
+201,966
|
+82%
|
|
|
33
|
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
|
$21.1M
|
+$21.1M
|
+422,063
|
New
|
|
|
34
|
Osborne Partners Capital Management
San Francisco,
California
|
$21M
|
-$1.29M
|
-25,839
|
-6%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$20.5M
|
-$7.11M
|
-142,261
|
-26%
|
|
|
36
|
Sand Hill Global Advisors
Palo Alto,
California
|
$20.3M
|
+$4.3M
|
+85,966
|
+27%
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$20M
|
-$3.42M
|
-68,478
|
-15%
|
|
|
38
|
Simon Quick Advisors
Morristown,
New Jersey
|
$18.7M
|
-$5.14M
|
-102,857
|
-22%
|
|
|
39
|
Allworth Financial
Folsom,
California
|
$16.5M
|
+$202K
|
+4,042
|
+1%
|
|
|
40
|
Alley Investment Management Company
Lake Forest,
Illinois
|
$15.7M
|
+$11.2M
|
+224,095
|
+251%
|
|
|
41
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$15.6M
|
-$917K
|
-18,350
|
-6%
|
|
|
42
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$15.2M
|
+$869K
|
+17,394
|
+6%
|
|
|
43
|
Edgemoor Investment Advisors
Bethesda,
Maryland
|
$15.1M
|
-$142K
|
-2,834
|
-0.9%
|
|
|
44
|
Iron Gate Global Advisors
Nsl,
Utah
|
$15M
|
-$41.6K
|
-833
|
-0.3%
|
|
|
45
|
Gofen & Glossberg
Chicago,
Illinois
|
$13.9M
|
-$1.84M
|
-36,905
|
-12%
|
|
|
46
|
Zhang Financial
Portage,
Michigan
|
$12.6M
|
+$6.05M
|
+121,020
|
+92%
|
|
|
47
|
First International Bank & Trust
Watford City,
North Dakota
|
$12.6M
|
-$383K
|
-7,672
|
-3%
|
|
|
48
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$12.2M
|
+$11.3M
|
+226,803
|
+1,402%
|
|
|
49
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$11.2M
|
-$446K
|
-8,919
|
-4%
|
|
|
50
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$11.1M
|
-$9.69M
|
-193,907
|
-47%
|
|
