|
26
|
Wharton Business Group
Malvern,
Pennsylvania
|
$21M
|
-$5.18M
|
-294,125
|
-19%
|
|
|
27
|
Rivernorth Capital Management
West Palm Beach,
Florida
|
$20M
|
–
|
–
|
–
|
|
|
28
|
Frontier Wealth Management
Kansas City,
Missouri
|
$19.2M
|
+$454K
|
+25,800
|
+2%
|
|
|
29
|
Bank of New York Mellon
New York
|
$15.5M
|
+$360K
|
+20,420
|
+2%
|
|
|
30
|
Klingman & Associates
New York
|
$15.4M
|
+$1.84M
|
+104,650
|
+13%
|
|
|
31
|
Wealthquest
Cincinnati,
Ohio
|
$15.3M
|
+$218K
|
+12,395
|
+1%
|
|
|
32
|
Osborne Partners Capital Management
San Francisco,
California
|
$15.3M
|
-$82.6K
|
-4,690
|
-0.5%
|
|
|
33
|
Holt Capital Partners
Fort Worth,
Texas
|
$15M
|
+$938K
|
+53,275
|
+6%
|
|
|
34
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$14.6M
|
+$930K
|
+52,795
|
+6%
|
|
|
35
|
Texas Capital Bancshares
Dallas,
Texas
|
$14.5M
|
-$6.59M
|
-374,075
|
-30%
|
|
|
36
|
Denver Investment Advisors
Denver,
Colorado
|
$14M
|
–
|
–
|
–
|
|
|
37
|
HSBC Holdings
London,
United Kingdom
|
$13.3M
|
-$1.2M
|
-67,950
|
-8%
|
|
|
38
|
Sigma Investment Counselors
Northville,
Michigan
|
$12.6M
|
-$483K
|
-27,415
|
-3%
|
|
|
39
|
Tillar-Wenstrup Advisors
Centerville,
Ohio
|
$12.2M
|
-$284K
|
-16,135
|
-2%
|
|
|
40
|
American International Group
New York
|
$10.9M
|
-$397K
|
-22,520
|
-3%
|
|
|
41
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$10.6M
|
+$747K
|
+42,450
|
+7%
|
|
|
42
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.3M
|
-$3.61M
|
-204,775
|
-25%
|
|
|
43
|
Ancora Advisors
Cleveland,
Ohio
|
$9.7M
|
-$121K
|
-6,865
|
-1%
|
|
|
44
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.64M
|
+$5.26M
|
+298,940
|
+134%
|
|
|
45
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$8.14M
|
+$102K
|
+5,775
|
+1%
|
|
|
46
|
Novare Capital Management
Charlotte,
North Carolina
|
$8M
|
-$182K
|
-10,325
|
-2%
|
|
|
47
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$7.68M
|
+$763K
|
+43,360
|
+10%
|
|
|
48
|
D.A. Davidson & Co
Great Falls,
Montana
|
$7.06M
|
+$638K
|
+36,240
|
+9%
|
|
|
49
|
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
|
$6.78M
|
-$3.22M
|
-183,100
|
-31%
|
|
|
50
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$6.75M
|
–
|
–
|
–
|
|
