|
26
|
TLWM Financial
San Antonio,
Texas
|
$48.8M
|
+$21.6M
|
+97,150
|
+78%
|
|
|
27
|
The Family Firm
Bethesda,
Maryland
|
$48.1M
|
-$242K
|
-1,089
|
-0.5%
|
|
|
28
|
Corient Private Wealth
Miami,
Florida
|
$48.1M
|
+$48.4M
|
+217,979
|
New
|
|
|
29
|
Colony Group
Boston,
Massachusetts
|
$46.3M
|
+$692K
|
+3,112
|
+2%
|
|
|
30
|
Mercer Global Advisors
Denver,
Colorado
|
$43.1M
|
-$3.38M
|
-15,225
|
-7%
|
|
|
31
|
William Blair & Company
Chicago,
Illinois
|
$42.9M
|
+$416K
|
+1,870
|
+1%
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$42.3M
|
+$35.4M
|
+159,429
|
+493%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$40.8M
|
+$7.62M
|
+34,284
|
+23%
|
|
|
34
|
R.M. Davis Inc
Portland,
Maine
|
$39.3M
|
+$3.33K
|
+15
|
+0%
|
|
|
35
|
Ballentine Partners
Waltham,
Massachusetts
|
$38.7M
|
+$93.3K
|
+420
|
+0.2%
|
|
|
36
|
Bessemer Group
Woodbridge,
New Jersey
|
$38.4M
|
–
|
–
|
–
|
|
|
37
|
TIAA FSB
Jacksonville,
Florida
|
$38.3M
|
+$30.9K
|
+139
|
+0.1%
|
|
|
38
|
Proficio Capital Partners
Newton,
Massachusetts
|
$36.3M
|
-$430K
|
-1,933
|
-1%
|
|
|
39
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.4M
|
-$2.07M
|
-9,312
|
-5%
|
|
|
40
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.8M
|
-$3.65M
|
-16,413
|
-10%
|
|
|
41
|
Calamos Wealth Management
Naperville,
Illinois
|
$33.3M
|
+$2.79M
|
+12,556
|
+9%
|
|
|
42
|
Commerce Bank
Kansas City,
Missouri
|
$33.2M
|
-$105K
|
-473
|
-0.3%
|
|
|
43
|
AlphaCore Capital
La Jolla,
California
|
$32.8M
|
+$410K
|
+1,845
|
+1%
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31.8M
|
+$14M
|
+63,134
|
+78%
|
|
|
45
|
Stephens Inc
Little Rock,
Arkansas
|
$30.7M
|
-$1.51M
|
-6,792
|
-5%
|
|
|
46
|
Jones Financial Companies
Des Peres,
Missouri
|
$29.6M
|
-$1.08M
|
-4,840
|
-3%
|
|
|
47
|
University of Pittsburgh
Pittsburgh,
Pennsylvania
|
$28M
|
+$28.2M
|
+126,991
|
New
|
|
|
48
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$27.6M
|
+$27.8M
|
+125,289
|
New
|
|
|
49
|
Portfolio Strategies
Monsey,
New York
|
$27.6M
|
+$27.8M
|
+124,993
|
New
|
|
|
50
|
Wind River Trust Company
Jackson,
Wyoming
|
$27.5M
|
-$22.2K
|
-100
|
-0.1%
|
|
