|
26
|
Baystate Wealth Management
Boston,
Massachusetts
|
$20.9M
|
+$1.24M
|
+69,955
|
+6%
|
|
|
27
|
Wharton Business Group
Malvern,
Pennsylvania
|
$17.7M
|
+$5.29M
|
+297,400
|
+42%
|
|
|
28
|
Osborne Partners Capital Management
San Francisco,
California
|
$17.7M
|
+$574K
|
+32,320
|
+3%
|
|
|
29
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$15.3M
|
-$4.43M
|
-249,285
|
-23%
|
|
|
30
|
Bank of New York Mellon
New York
|
$14.9M
|
+$1.09M
|
+61,450
|
+8%
|
|
|
31
|
Sigma Investment Counselors
Northville,
Michigan
|
$14.9M
|
+$665K
|
+37,390
|
+5%
|
|
|
32
|
Denver Investment Advisors
Denver,
Colorado
|
$14.8M
|
–
|
–
|
–
|
|
|
33
|
HSBC Holdings
London,
United Kingdom
|
$14.3M
|
+$12.6M
|
+710,085
|
+676%
|
|
|
34
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$14.2M
|
+$816K
|
+45,915
|
+6%
|
|
|
35
|
Holt Capital Partners
Fort Worth,
Texas
|
$14M
|
-$89.8K
|
-5,050
|
-0.6%
|
|
|
36
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$13.1M
|
-$1.09M
|
-61,460
|
-8%
|
|
|
37
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$12.9M
|
+$43.9K
|
+2,470
|
+0.3%
|
|
|
38
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.3M
|
+$421K
|
+23,660
|
+4%
|
|
|
39
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11.2M
|
+$312K
|
+17,530
|
+3%
|
|
|
40
|
1st Global Advisors
Dallas,
Texas
|
$11.1M
|
-$191K
|
-10,770
|
-2%
|
|
|
41
|
Ancora Advisors
Cleveland,
Ohio
|
$10.3M
|
–
|
–
|
–
|
|
|
42
|
Novare Capital Management
Charlotte,
North Carolina
|
$7.76M
|
+$243K
|
+13,700
|
+3%
|
|
|
43
|
|
$7.66M
|
+$5.85M
|
+328,905
|
+308%
|
|
|
44
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$7.05M
|
-$444K
|
-24,995
|
-6%
|
|
|
45
|
Ameriprise
Minneapolis,
Minnesota
|
$6.9M
|
+$1.11M
|
+62,550
|
+19%
|
|
|
46
|
Madison Investment Holdings
Madison,
Wisconsin
|
$6.68M
|
-$73.4K
|
-4,130
|
-1%
|
|
|
47
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$6.67M
|
-$30.7K
|
-1,730
|
-0.5%
|
|
|
48
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$6.56M
|
-$59.5K
|
-3,350
|
-0.9%
|
|
|
49
|
American International Group
New York
|
$6.21M
|
+$2.85M
|
+160,405
|
+83%
|
|
|
50
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$6.15M
|
-$20K
|
-1,125
|
-0.3%
|
|
