|
26
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$36.2M
|
+$950K
|
+30,217
|
+3%
|
|
|
27
|
Edge Wealth Management
New York
|
$36.2M
|
-$1.35M
|
-42,981
|
-4%
|
|
|
28
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$33.3M
|
-$499K
|
-15,858
|
-1%
|
|
|
29
|
Townsend & Associates
Westminster,
Colorado
|
$32.6M
|
+$856K
|
+27,230
|
+3%
|
|
|
30
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$32.6M
|
+$6.08M
|
+193,455
|
+23%
|
|
|
31
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$32.3M
|
+$647K
|
+20,569
|
+2%
|
|
|
32
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$32.3M
|
-$1.93M
|
-61,239
|
-6%
|
|
|
33
|
Commerce Bank
Kansas City,
Missouri
|
$30.7M
|
+$3.76M
|
+119,493
|
+14%
|
|
|
34
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$30.2M
|
+$12.2M
|
+388,000
|
+68%
|
|
|
35
|
Insight Wealth Strategies
San Ramon,
California
|
$28.5M
|
+$523K
|
+16,629
|
+2%
|
|
|
36
|
MAI Capital Management
Independence,
Ohio
|
$27.8M
|
-$170K
|
-5,417
|
-0.6%
|
|
|
37
|
|
$27.4M
|
+$20.1M
|
+637,750
|
+277%
|
|
|
38
|
GDS Wealth Management
Flower Mound,
Texas
|
$26.6M
|
+$2.4M
|
+76,278
|
+10%
|
|
|
39
|
HighTower Advisors
Chicago,
Illinois
|
$26.3M
|
+$434K
|
+13,814
|
+2%
|
|
|
40
|
Stifel Financial
St. Louis,
Missouri
|
$25.2M
|
+$118K
|
+3,744
|
+0.5%
|
|
|
41
|
Ocean Park Asset Management
Santa Monica,
California
|
$25M
|
+$24.9M
|
+791,593
|
New
|
|
|
42
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$23.8M
|
+$1.93M
|
+61,499
|
+9%
|
|
|
43
|
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
$23.6M
|
+$1.42M
|
+45,180
|
+6%
|
|
|
44
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$23.4M
|
+$706K
|
+22,441
|
+3%
|
|
|
45
|
Corient Private Wealth
Miami,
Florida
|
$22.6M
|
+$2.74M
|
+87,153
|
+14%
|
|
|
46
|
KeyBank National Association
Cleveland,
Ohio
|
$21.3M
|
-$442K
|
-14,070
|
-2%
|
|
|
47
|
Welch & Forbes
Boston,
Massachusetts
|
$20.4M
|
-$655K
|
-20,829
|
-3%
|
|
|
48
|
Stephens Inc
Little Rock,
Arkansas
|
$20.3M
|
-$5.86M
|
-186,386
|
-23%
|
|
|
49
|
AssetMark Inc
Concord,
California
|
$19.3M
|
+$13.6M
|
+431,241
|
+243%
|
|
|
50
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$19M
|
+$5.07M
|
+161,250
|
+37%
|
|
