|
51
|
Mariner
Overland Park,
Kansas
|
$14M
|
+$6.27M
|
+70,080
|
+80%
|
|
|
52
|
Appropriate Balance Financial Services
Bellevue,
Washington
|
$13.9M
|
+$13.5M
|
+150,965
|
New
|
|
|
53
|
Alesco Advisors
Pittsford,
New York
|
$13.1M
|
+$536K
|
+5,992
|
+4%
|
|
|
54
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$12.7M
|
+$151K
|
+1,688
|
+1%
|
|
|
55
|
IFC Holdings
Tampa,
Florida
|
$12.6M
|
+$2.67M
|
+29,903
|
+27%
|
|
|
56
|
BOK Financial
Tulsa,
Oklahoma
|
$12.6M
|
-$396K
|
-4,429
|
-3%
|
|
|
57
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$12.5M
|
+$243K
|
+2,718
|
+2%
|
|
|
58
|
North Star Investment Management
Chicago,
Illinois
|
$12.5M
|
-$45.1K
|
-504
|
-0.4%
|
|
|
59
|
Park Avenue Securities
New York
|
$12.3M
|
+$5.76M
|
+64,447
|
+86%
|
|
|
60
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$12.1M
|
-$2.83M
|
-31,625
|
-19%
|
|
|
61
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.8M
|
+$386K
|
+4,312
|
+3%
|
|
|
62
|
Quest Investment Management
Lake Oswego,
Oregon
|
$11.8M
|
-$5.08M
|
-56,820
|
-30%
|
|
|
63
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$11.6M
|
+$610K
|
+6,817
|
+5%
|
|
|
64
|
Laird Norton Wetherby Wealth Management
San Francisco,
California
|
$11.6M
|
+$5.05M
|
+56,483
|
+76%
|
|
|
65
|
Smith, Moore & Co
Clayton,
Missouri
|
$11.2M
|
-$872K
|
-9,750
|
-7%
|
|
|
66
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.2M
|
+$2.45M
|
+27,394
|
+28%
|
|
|
67
|
MV Capital Management
Bethesda,
Maryland
|
$11M
|
-$487K
|
-5,446
|
-4%
|
|
|
68
|
GHP Investment Advisors
Denver,
Colorado
|
$11M
|
-$103K
|
-1,148
|
-0.9%
|
|
|
69
|
Veritable
Wilmington,
Delaware
|
$10.3M
|
–
|
–
|
–
|
|
|
70
|
Regal Wealth Group
Seal Beach,
California
|
$10.3M
|
+$10.4M
|
+116,477
|
New
|
|
|
71
|
SII Investments
Appleton,
Wisconsin
|
$10.2M
|
+$3.48M
|
+38,930
|
+51%
|
|
|
72
|
Todd Asset Management
Louisville,
Kentucky
|
$8.99M
|
-$206K
|
-2,300
|
-2%
|
|
|
73
|
Bank of New York Mellon
New York
|
$8.81M
|
+$6.78M
|
+75,772
|
+319%
|
|
|
74
|
Cahill Financial Advisors
Edina,
Minnesota
|
$8.46M
|
+$24.6K
|
+275
|
+0.3%
|
|
|
75
|
Amarillo National Bank
Amarillo,
Texas
|
$8.29M
|
-$4.74M
|
-52,966
|
-36%
|
|
