|
26
|
|
$41M
|
+$9.38M
|
+120,000
|
+30%
|
|
|
27
|
United Capital Financial Advisors
Irving,
Texas
|
$40.5M
|
-$2.05M
|
-26,234
|
-5%
|
|
|
28
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$38.5M
|
+$515K
|
+6,595
|
+1%
|
|
|
29
|
Destination Wealth Management
Walnut Creek,
California
|
$37.4M
|
-$113K
|
-1,444
|
-0.3%
|
|
|
30
|
Ameriprise
Minneapolis,
Minnesota
|
$32M
|
-$4.24M
|
-54,201
|
-12%
|
|
|
31
|
Linscomb Wealth
Houston,
Texas
|
$31.2M
|
+$477K
|
+6,106
|
+2%
|
|
|
32
|
1ST Source Bank
South Bend,
Indiana
|
$30.4M
|
+$2.47M
|
+31,644
|
+9%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.3M
|
+$3.68M
|
+47,092
|
+14%
|
|
|
34
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$27.9M
|
-$2.87M
|
-36,666
|
-9%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$27.5M
|
+$23M
|
+294,346
|
+539%
|
|
|
36
|
|
$26.2M
|
+$234K
|
+3,000
|
+0.9%
|
|
|
37
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24.9M
|
+$362K
|
+4,638
|
+1%
|
|
|
38
|
Berkshire Money Management
Dalton,
Massachusetts
|
$24.8M
|
+$968K
|
+12,383
|
+4%
|
|
|
39
|
M&T Bank
Buffalo,
New York
|
$24.6M
|
-$356K
|
-4,562
|
-1%
|
|
|
40
|
Scotia Capital
Toronto,
Ontario, Canada
|
$23.4M
|
-$713K
|
-9,121
|
-3%
|
|
|
41
|
Madison Investment Holdings
Madison,
Wisconsin
|
$23.3M
|
+$797K
|
+10,198
|
+4%
|
|
|
42
|
CIBC Asset Management
Toronto,
Ontario, Canada
|
$23.1M
|
+$22.9M
|
+293,320
|
New
|
|
|
43
|
Mather Group
Chicago,
Illinois
|
$22.1M
|
-$6.01M
|
-76,901
|
-21%
|
|
|
44
|
Stratford Consulting
Addison,
Texas
|
$22.1M
|
+$744K
|
+9,527
|
+4%
|
|
|
45
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$21.1M
|
+$1.95M
|
+24,916
|
+10%
|
|
|
46
|
MAI Capital Management
Independence,
Ohio
|
$20.7M
|
+$20.5M
|
+262,779
|
New
|
|
|
47
|
Financial Counselors Inc
Overland Park,
Kansas
|
$20.6M
|
-$3.92M
|
-50,203
|
-16%
|
|
|
48
|
Klingman & Associates
New York
|
$20.5M
|
+$20.3M
|
+260,249
|
New
|
|
|
49
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$20.2M
|
+$2.15M
|
+27,532
|
+12%
|
|
|
50
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$19.9M
|
+$39.7K
|
+508
|
+0.2%
|
|
