|
26
|
Proficio Capital Partners
Newton,
Massachusetts
|
$57.4M
|
+$709K
|
+2,253
|
+1%
|
|
|
27
|
Bessemer Group
Woodbridge,
New Jersey
|
$56.5M
|
-$97.6K
|
-310
|
-0.2%
|
|
|
28
|
Ballentine Partners
Waltham,
Massachusetts
|
$55M
|
-$130K
|
-412
|
-0.2%
|
|
|
29
|
AlphaCore Capital
La Jolla,
California
|
$52.9M
|
-$7.03M
|
-22,325
|
-12%
|
|
|
30
|
Commerce Bank
Kansas City,
Missouri
|
$52.8M
|
+$936K
|
+2,975
|
+2%
|
|
|
31
|
Calamos Wealth Management
Naperville,
Illinois
|
$52.7M
|
+$289K
|
+919
|
+0.6%
|
|
|
32
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$52.2M
|
–
|
–
|
–
|
|
|
33
|
R.M. Davis Inc
Portland,
Maine
|
$52.1M
|
-$250K
|
-795
|
-0.5%
|
|
|
34
|
Mercer Global Advisors
Denver,
Colorado
|
$52M
|
-$4.13M
|
-13,106
|
-8%
|
|
|
35
|
Stephens Inc
Little Rock,
Arkansas
|
$52M
|
+$681K
|
+2,162
|
+1%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$51.2M
|
-$1.28M
|
-4,066
|
-3%
|
|
|
37
|
Cresset Asset Management
Chicago,
Illinois
|
$48.3M
|
+$8.41M
|
+26,723
|
+22%
|
|
|
38
|
Waverly Advisors
Birmingham,
Alabama
|
$46.6M
|
-$14.5M
|
-45,938
|
-24%
|
|
|
39
|
Franklin Resources
San Mateo,
California
|
$44.6M
|
-$817K
|
-2,597
|
-2%
|
|
|
40
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$44.3M
|
+$5.41M
|
+17,180
|
+14%
|
|
|
41
|
FFT Wealth Management
Philadelphia,
Pennsylvania
|
$43.7M
|
+$18.4M
|
+58,424
|
+77%
|
|
|
42
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$41.3M
|
+$3.15K
|
+10
|
+0%
|
|
|
43
|
Wind River Trust Company
Jackson,
Wyoming
|
$40.7M
|
–
|
–
|
–
|
|
|
44
|
Portfolio Strategies
Monsey,
New York
|
$39.1M
|
-$723K
|
-2,297
|
-2%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$36.3M
|
-$455K
|
-1,444
|
-1%
|
|
|
46
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$36.1M
|
-$2.31M
|
-7,344
|
-6%
|
|
|
47
|
Jones Financial Companies
Des Peres,
Missouri
|
$35.2M
|
+$1.96M
|
+6,216
|
+6%
|
|
|
48
|
Caprock Group
Boise,
Idaho
|
$34.6M
|
+$315
|
+1
|
+0%
|
|
|
49
|
Geneos Wealth Management
Englewood,
Colorado
|
$34.3M
|
-$574K
|
-1,824
|
-2%
|
|
|
50
|
Corient Private Wealth
Miami,
Florida
|
$34M
|
+$15.1M
|
+48,049
|
+23%
|
|
