|
26
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$36.6M
|
-$421K
|
-5,621
|
-1%
|
|
|
27
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$33M
|
-$1.81M
|
-24,174
|
-5%
|
|
|
28
|
Curian Capital
Denver,
Colorado
|
$32.1M
|
-$39.1M
|
-521,880
|
-55%
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.7M
|
+$4.34M
|
+57,885
|
+18%
|
|
|
30
|
Linscomb Wealth
Houston,
Texas
|
$29.1M
|
+$2.96M
|
+39,557
|
+12%
|
|
|
31
|
Mather Group
Chicago,
Illinois
|
$25.6M
|
+$10.6M
|
+141,431
|
+74%
|
|
|
32
|
1ST Source Bank
South Bend,
Indiana
|
$25.5M
|
+$972K
|
+12,976
|
+4%
|
|
|
33
|
|
$25.2M
|
+$117K
|
+1,558
|
+0.5%
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24.2M
|
-$1.59M
|
-21,242
|
-6%
|
|
|
35
|
Financial Counselors Inc
Overland Park,
Kansas
|
$23.8M
|
-$1.13M
|
-15,026
|
-5%
|
|
|
36
|
Scotia Capital
Toronto,
Ontario, Canada
|
$22.4M
|
+$754K
|
+10,069
|
+4%
|
|
|
37
|
M&T Bank
Buffalo,
New York
|
$22.3M
|
-$1.39M
|
-18,546
|
-6%
|
|
|
38
|
Madison Investment Holdings
Madison,
Wisconsin
|
$21.7M
|
+$699K
|
+9,330
|
+3%
|
|
|
39
|
Stratford Consulting
Addison,
Texas
|
$20.1M
|
+$809K
|
+10,794
|
+4%
|
|
|
40
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$19.3M
|
+$714K
|
+9,529
|
+4%
|
|
|
41
|
Cobiz Wealth
Denver,
Colorado
|
$17.8M
|
-$446K
|
-5,955
|
-2%
|
|
|
42
|
Cobble Hill Financial Services
Moorestown,
New Jersey
|
$17.5M
|
–
|
–
|
–
|
|
|
43
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$17M
|
-$442K
|
-5,898
|
-3%
|
|
|
44
|
Credit Suisse
Zurich,
Switzerland
|
$16.9M
|
-$1.26M
|
-16,799
|
-7%
|
|
|
45
|
State Street
Boston,
Massachusetts
|
$16.6M
|
-$40.7M
|
-543,263
|
-71%
|
|
|
46
|
ProVise Management Group
Clearwater,
Florida
|
$16.2M
|
+$373K
|
+4,977
|
+2%
|
|
|
47
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15.2M
|
+$525K
|
+7,013
|
+4%
|
|
|
48
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$15.2M
|
+$1.79M
|
+23,921
|
+14%
|
|
|
49
|
William Blair & Company
Chicago,
Illinois
|
$14.5M
|
+$175K
|
+2,330
|
+1%
|
|
|
50
|
Berkshire Money Management
Dalton,
Massachusetts
|
$14.2M
|
-$319K
|
-4,263
|
-2%
|
|
