|
26
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$20.9M
|
-$852K
|
-8,403
|
-4%
|
|
|
27
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$17.5M
|
+$1.76M
|
+17,343
|
+11%
|
|
|
28
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$17.3M
|
+$4.89M
|
+48,204
|
+39%
|
|
|
29
|
Whittier Trust
South Pasadena,
California
|
$11.6M
|
-$301K
|
-2,968
|
-3%
|
|
|
30
|
Stifel Financial
St. Louis,
Missouri
|
$11.2M
|
+$11.2M
|
+110,235
|
New
|
|
|
31
|
Evensky & Katz
Coral Gables,
Florida
|
$10.9M
|
+$960K
|
+9,473
|
+10%
|
|
|
32
|
|
$9.97M
|
+$3.99M
|
+39,335
|
+67%
|
|
|
33
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$9.4M
|
-$463K
|
-4,564
|
-5%
|
|
|
34
|
Creative Planning
Overland Park,
Kansas
|
$9.34M
|
+$62.8K
|
+619
|
+0.7%
|
|
|
35
|
ALPS Advisors
Denver,
Colorado
|
$9.16M
|
+$136K
|
+1,340
|
+2%
|
|
|
36
|
Capital Advantage
Walnut Creek,
California
|
$7.05M
|
-$293K
|
-2,889
|
-4%
|
|
|
37
|
American International Group
New York
|
$7.03M
|
+$1.25M
|
+12,375
|
+22%
|
|
|
38
|
LaFleur & Godfrey
Grand Rapids,
Michigan
|
$6.94M
|
-$3.53M
|
-34,820
|
-34%
|
|
|
39
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$6.9M
|
+$1.21M
|
+11,981
|
+21%
|
|
|
40
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$6.37M
|
-$1.09M
|
-10,787
|
-15%
|
|
|
41
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$6.11M
|
+$3.15M
|
+31,043
|
+106%
|
|
|
42
|
Salient Capital Advisors
Houston,
Texas
|
$5.98M
|
+$928K
|
+9,153
|
+18%
|
|
|
43
|
SouthState Corp
Winter Haven,
Florida
|
$5.71M
|
+$60K
|
+592
|
+1%
|
|
|
44
|
Miracle Mile Advisors
Los Angeles,
California
|
$5.63M
|
+$5.63M
|
+55,503
|
New
|
|
|
45
|
Cabot Wealth Management
Salem,
Massachusetts
|
$5.55M
|
–
|
–
|
–
|
|
|
46
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.39M
|
+$2.91M
|
+28,689
|
+117%
|
|
|
47
|
Pinnacle Associates
New York
|
$5.01M
|
-$182K
|
-1,800
|
-4%
|
|
|
48
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$5M
|
+$70.6K
|
+696
|
+1%
|
|
|
49
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.68M
|
-$806K
|
-7,950
|
-15%
|
|
|
50
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$4.61M
|
+$4.59M
|
+45,243
|
+22,070%
|
|
