|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22M
|
-$305K
|
-17,070
|
-1%
|
|
|
27
|
Baystate Wealth Management
Boston,
Massachusetts
|
$21.5M
|
-$193K
|
-10,795
|
-0.9%
|
|
|
28
|
|
$21.1M
|
+$15.7M
|
+877,510
|
+319%
|
|
|
29
|
Osborne Partners Capital Management
San Francisco,
California
|
$18.6M
|
+$277K
|
+15,485
|
+2%
|
|
|
30
|
Wealthquest
Cincinnati,
Ohio
|
$16.6M
|
+$16.2M
|
+908,590
|
New
|
|
|
31
|
Bank of New York Mellon
New York
|
$16.1M
|
+$509K
|
+28,490
|
+3%
|
|
|
32
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$15.7M
|
+$2.07M
|
+115,850
|
+16%
|
|
|
33
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$15.5M
|
+$718K
|
+40,195
|
+5%
|
|
|
34
|
Denver Investment Advisors
Denver,
Colorado
|
$15.4M
|
–
|
–
|
–
|
|
|
35
|
Sigma Investment Counselors
Northville,
Michigan
|
$15.1M
|
-$399K
|
-22,315
|
-3%
|
|
|
36
|
HSBC Holdings
London,
United Kingdom
|
$14.9M
|
+$44K
|
+2,465
|
+0.3%
|
|
|
37
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$14.7M
|
-$603K
|
-33,735
|
-4%
|
|
|
38
|
Holt Capital Partners
Fort Worth,
Texas
|
$14.6M
|
+$13.4K
|
+750
|
+0.1%
|
|
|
39
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$13.5M
|
+$78.5K
|
+4,395
|
+0.6%
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.8M
|
+$965K
|
+54,000
|
+8%
|
|
|
41
|
Klingman & Associates
New York
|
$12.3M
|
+$12M
|
+671,865
|
New
|
|
|
42
|
Ancora Advisors
Cleveland,
Ohio
|
$10.8M
|
+$151K
|
+8,465
|
+1%
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$9.71M
|
+$2.45M
|
+137,275
|
+35%
|
|
|
44
|
Novare Capital Management
Charlotte,
North Carolina
|
$8.46M
|
+$375K
|
+20,965
|
+5%
|
|
|
45
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$8.42M
|
+$6.66M
|
+372,755
|
+425%
|
|
|
46
|
American International Group
New York
|
$8.4M
|
+$1.89M
|
+105,915
|
+30%
|
|
|
47
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$8.35M
|
+$8.16M
|
+456,655
|
New
|
|
|
48
|
Madison Investment Holdings
Madison,
Wisconsin
|
$7.45M
|
+$498K
|
+27,845
|
+7%
|
|
|
49
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$7.38M
|
+$962K
|
+53,820
|
+15%
|
|
|
50
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$7.33M
|
–
|
–
|
–
|
|
