|
26
|
Frontier Wealth Management
Kansas City,
Missouri
|
$18.9M
|
-$542K
|
-29,055
|
-3%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$18.7M
|
-$22.4M
|
-1,199,470
|
-55%
|
|
|
28
|
Holt Capital Partners
Fort Worth,
Texas
|
$18.4M
|
-$1.06M
|
-56,950
|
-5%
|
|
|
29
|
Relative Value Partners Group
|
$18.3M
|
+$792K
|
+42,505
|
+5%
|
|
|
30
|
Klingman & Associates
New York
|
$17.6M
|
+$306K
|
+16,410
|
+2%
|
|
|
31
|
Osborne Partners Capital Management
San Francisco,
California
|
$15.6M
|
-$800K
|
-42,940
|
-5%
|
|
|
32
|
Sigma Investment Counselors
Northville,
Michigan
|
$14.6M
|
-$174K
|
-9,330
|
-1%
|
|
|
33
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$12.7M
|
-$2.26M
|
-121,190
|
-15%
|
|
|
34
|
Ancora Advisors
Cleveland,
Ohio
|
$11.5M
|
+$492K
|
+26,410
|
+4%
|
|
|
35
|
Foster Dykema Cabot & Co
Waltham,
Massachusetts
|
$11.4M
|
+$89K
|
+4,775
|
+0.8%
|
|
|
36
|
D.A. Davidson & Co
Great Falls,
Montana
|
$11M
|
-$227K
|
-12,155
|
-2%
|
|
|
37
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$10.9M
|
-$195K
|
-10,440
|
-2%
|
|
|
38
|
Denver Investment Advisors
Denver,
Colorado
|
$10.7M
|
-$4.99M
|
-267,785
|
-32%
|
|
|
39
|
Synovus Financial
Columbus,
Georgia
|
$10.6M
|
+$404K
|
+21,695
|
+4%
|
|
|
40
|
HSBC Holdings
London,
United Kingdom
|
$10.4M
|
-$411K
|
-22,060
|
-4%
|
|
|
41
|
HL Financial Services
Louisville,
Kentucky
|
$9.96M
|
+$220K
|
+11,805
|
+2%
|
|
|
42
|
Novare Capital Management
Charlotte,
North Carolina
|
$9.39M
|
+$273K
|
+14,660
|
+3%
|
|
|
43
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$8.31M
|
-$9.6K
|
-515
|
-0.1%
|
|
|
44
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.64M
|
-$48.4K
|
-2,595
|
-0.6%
|
|
|
45
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$7.38M
|
-$66.5K
|
-3,570
|
-0.9%
|
|
|
46
|
Madison Investment Holdings
Madison,
Wisconsin
|
$7.37M
|
+$177K
|
+9,490
|
+2%
|
|
|
47
|
Wharton Business Group
Malvern,
Pennsylvania
|
$7.28M
|
-$6.02M
|
-323,075
|
-45%
|
|
|
48
|
Mariner
Overland Park,
Kansas
|
$7.12M
|
+$1.32M
|
+70,985
|
+23%
|
|
|
49
|
Cornerstone Advisory
Hunt Valley,
Maryland
|
$6.71M
|
-$2.33K
|
-125
|
-0%
|
|
|
50
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$6.27M
|
-$409K
|
-21,925
|
-6%
|
|
