|
26
|
Ballentine Partners
Waltham,
Massachusetts
|
$24.5M
|
+$5.03M
|
+87,709
|
+26%
|
|
|
27
|
Atria Investments
Charlotte,
North Carolina
|
$23.1M
|
+$21.7M
|
+378,883
|
+2,341%
|
|
|
28
|
Community Bank
Dewitt,
New York
|
$22.2M
|
+$82.9K
|
+1,446
|
+0.4%
|
|
|
29
|
KeyBank National Association
Cleveland,
Ohio
|
$21.2M
|
+$19M
|
+330,574
|
+1,040%
|
|
|
30
|
Cedar Hill Associates
Chicago,
Illinois
|
$20.5M
|
+$5.02M
|
+87,495
|
+33%
|
|
|
31
|
CKW Financial Group
Honolulu,
Hawaii
|
$19.8M
|
-$2.16M
|
-37,692
|
-10%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.5M
|
+$10.7M
|
+186,635
|
+127%
|
|
|
33
|
Highland Capital Management (Tennessee)
Memphis,
Tennessee
|
$18.9M
|
+$2.62M
|
+45,737
|
+16%
|
|
|
34
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$16.5M
|
+$16.2M
|
+281,840
|
New
|
|
|
35
|
Sentinel Trust
Houston,
Texas
|
$16.2M
|
+$2.32M
|
+40,411
|
+17%
|
|
|
36
|
FutureAdvisor
San Francisco,
California
|
$16M
|
+$6.53M
|
+113,796
|
+71%
|
|
|
37
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$15.2M
|
+$370K
|
+6,460
|
+3%
|
|
|
38
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$13.8M
|
+$187K
|
+3,254
|
+1%
|
|
|
39
|
AssetMark Inc
Concord,
California
|
$11.2M
|
+$4.12M
|
+71,871
|
+60%
|
|
|
40
|
|
$10.7M
|
+$7.18M
|
+125,133
|
+213%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.84M
|
-$9.55M
|
-166,512
|
-50%
|
|
|
42
|
Cetera Advisors
Denver,
Colorado
|
$9.15M
|
+$1.02M
|
+17,800
|
+13%
|
|
|
43
|
Clear Investment Research
Alpharetta,
Georgia
|
$8.47M
|
+$8.3M
|
+144,776
|
New
|
|
|
44
|
|
$7.28M
|
-$591K
|
-10,300
|
-8%
|
|
|
45
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$7.07M
|
+$1.19M
|
+20,788
|
+22%
|
|
|
46
|
Cetera Advisor Networks
El Segundo,
California
|
$7.04M
|
+$6.09M
|
+106,250
|
+744%
|
|
|
47
|
Regis Management Company
Menlo Park,
California
|
$6.62M
|
+$911K
|
+15,890
|
+16%
|
|
|
48
|
Ancora Advisors
Cleveland,
Ohio
|
$6.47M
|
-$6.33M
|
-110,419
|
Closed
|
|
|
49
|
Makena Capital Management
Menlo Park,
California
|
$5.79M
|
–
|
–
|
–
|
|
|
50
|
Managed Account Advisors
Jersey City,
New Jersey
|
$5.39M
|
+$3.8M
|
+66,340
|
+257%
|
|
