|
26
|
Ameriprise
Minneapolis,
Minnesota
|
$36.5M
|
-$4.15M
|
-57,747
|
-10%
|
|
|
27
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$35.6M
|
-$6.96M
|
-96,696
|
-17%
|
|
|
28
|
Destination Wealth Management
Walnut Creek,
California
|
$35.5M
|
+$34.7K
|
+482
|
+0.1%
|
|
|
29
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$33.5M
|
-$992K
|
-13,785
|
-3%
|
|
|
30
|
Linscomb Wealth
Houston,
Texas
|
$25.1M
|
+$875K
|
+12,161
|
+4%
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24.8M
|
-$3.27M
|
-45,426
|
-12%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.3M
|
-$865K
|
-12,023
|
-4%
|
|
|
33
|
|
$24.1M
|
-$5.26M
|
-73,106
|
-18%
|
|
|
34
|
Financial Counselors Inc
Overland Park,
Kansas
|
$23.9M
|
+$1.94M
|
+26,991
|
+9%
|
|
|
35
|
1ST Source Bank
South Bend,
Indiana
|
$23.5M
|
+$1.24M
|
+17,209
|
+6%
|
|
|
36
|
M&T Bank
Buffalo,
New York
|
$22.8M
|
-$480K
|
-6,667
|
-2%
|
|
|
37
|
Scotia Capital
Toronto,
Ontario, Canada
|
$20.8M
|
+$962K
|
+13,380
|
+5%
|
|
|
38
|
Madison Investment Holdings
Madison,
Wisconsin
|
$20.2M
|
+$17.2M
|
+239,415
|
+686%
|
|
|
39
|
Stratford Consulting
Addison,
Texas
|
$18.5M
|
+$870K
|
+12,090
|
+5%
|
|
|
40
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$17.8M
|
+$344K
|
+4,786
|
+2%
|
|
|
41
|
Cobiz Wealth
Denver,
Colorado
|
$17.6M
|
-$171K
|
-2,373
|
-1%
|
|
|
42
|
Credit Suisse
Zurich,
Switzerland
|
$17.5M
|
-$3.02M
|
-41,965
|
-15%
|
|
|
43
|
Cobble Hill Financial Services
Moorestown,
New Jersey
|
$16.8M
|
–
|
–
|
–
|
|
|
44
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$16.7M
|
-$6.04M
|
-84,030
|
-27%
|
|
|
45
|
ProVise Management Group
Clearwater,
Florida
|
$15.2M
|
+$662K
|
+9,201
|
+5%
|
|
|
46
|
Mather Group
Chicago,
Illinois
|
$14.2M
|
+$498K
|
+6,923
|
+4%
|
|
|
47
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14.1M
|
-$1.03M
|
-14,268
|
-7%
|
|
|
48
|
Berkshire Money Management
Dalton,
Massachusetts
|
$14M
|
-$1.24M
|
-17,226
|
-8%
|
|
|
49
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.9M
|
+$2.5M
|
+34,771
|
+23%
|
|
|
50
|
William Blair & Company
Chicago,
Illinois
|
$13.7M
|
+$78.4K
|
+1,090
|
+0.6%
|
|
