|
26
|
Cresset Asset Management
Chicago,
Illinois
|
$42.6M
|
+$1.56M
|
+7,437
|
+4%
|
|
|
27
|
Proficio Capital Partners
Newton,
Massachusetts
|
$41.6M
|
-$9.53M
|
-45,360
|
-20%
|
|
|
28
|
Bessemer Group
Woodbridge,
New Jersey
|
$40.4M
|
+$9.45K
|
+45
|
+0%
|
|
|
29
|
TIAA FSB
Jacksonville,
Florida
|
$40.1M
|
-$739K
|
-3,520
|
-2%
|
|
|
30
|
R.M. Davis Inc
Portland,
Maine
|
$39.7M
|
+$4.51M
|
+21,450
|
+14%
|
|
|
31
|
Ballentine Partners
Waltham,
Massachusetts
|
$36.3M
|
-$6.06M
|
-28,833
|
-15%
|
|
|
32
|
McCutchen Group
Seattle,
Washington
|
$35.6M
|
-$1.21M
|
-5,770
|
-3%
|
|
|
33
|
Commerce Bank
Kansas City,
Missouri
|
$35M
|
+$432K
|
+2,056
|
+1%
|
|
|
34
|
Wind River Trust Company
Jackson,
Wyoming
|
$33.1M
|
–
|
–
|
–
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.7M
|
-$236K
|
-1,122
|
-0.8%
|
|
|
36
|
Tanglewood Wealth Management
Houston,
Texas
|
$31.7M
|
+$104K
|
+496
|
+0.4%
|
|
|
37
|
Derby & Company
Newton,
Massachusetts
|
$31.3M
|
+$266K
|
+1,266
|
+0.9%
|
|
|
38
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.1M
|
+$1.48M
|
+7,039
|
+5%
|
|
|
39
|
Financial Services Advisory
Rockville,
Maryland
|
$30.3M
|
-$363K
|
-1,730
|
-1%
|
|
|
40
|
GM Advisory Group
Melville,
New York
|
$29.9M
|
+$2.14M
|
+10,177
|
+8%
|
|
|
41
|
Caprock Group
Boise,
Idaho
|
$29.6M
|
–
|
–
|
–
|
|
|
42
|
Geneos Wealth Management
Englewood,
Colorado
|
$29.1M
|
+$12.6M
|
+59,937
|
+93%
|
|
|
43
|
Calamos Wealth Management
Naperville,
Illinois
|
$29M
|
-$3.09M
|
-14,711
|
-10%
|
|
|
44
|
Hantz Financial Services
Southfield,
Michigan
|
$28.9M
|
-$769K
|
-3,659
|
-3%
|
|
|
45
|
Brighton Jones LLC
Seattle,
Washington
|
$28.3M
|
-$864K
|
-4,115
|
-3%
|
|
|
46
|
Franklin Resources
San Mateo,
California
|
$27.5M
|
+$304K
|
+1,447
|
+1%
|
|
|
47
|
Stephens Inc
Little Rock,
Arkansas
|
$26.7M
|
-$1.34M
|
-6,372
|
-5%
|
|
|
48
|
US Bancorp
Minneapolis,
Minnesota
|
$26.4M
|
-$394K
|
-1,876
|
-2%
|
|
|
49
|
Great Diamond Partners
Portland,
Maine
|
$25.4M
|
-$341K
|
-1,625
|
-1%
|
|
|
50
|
AlphaCore Capital
La Jolla,
California
|
$24.9M
|
+$1.03M
|
+4,896
|
+5%
|
|
