|
26
|
Pinnacle Associates
New York
|
$34.1M
|
+$11.5M
|
+244,267
|
+53%
|
|
|
27
|
Aspiriant LLC
Los Angeles,
California
|
$33.6M
|
-$382K
|
-8,135
|
-1%
|
|
|
28
|
Diversified Trust
Memphis,
Tennessee
|
$33.3M
|
+$1.82M
|
+38,816
|
+6%
|
|
|
29
|
TD Ameritrade Trust
Denver,
Colorado
|
$32.2M
|
+$80.1K
|
+1,707
|
+0.3%
|
|
|
30
|
Homrich & Berg
Atlanta,
Georgia
|
$31.8M
|
+$18.3M
|
+390,939
|
+148%
|
|
|
31
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$28.3M
|
+$19.8M
|
+422,776
|
+265%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.2M
|
+$668K
|
+14,234
|
+3%
|
|
|
33
|
HSBC Holdings
London,
United Kingdom
|
$26.7M
|
-$602K
|
-12,840
|
-2%
|
|
|
34
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$25.7M
|
+$1.37M
|
+29,296
|
+6%
|
|
|
35
|
Tanglewood Wealth Management
Houston,
Texas
|
$25M
|
+$3.96M
|
+84,477
|
+20%
|
|
|
36
|
D.A. Davidson & Co
Great Falls,
Montana
|
$24.8M
|
+$767K
|
+16,352
|
+3%
|
|
|
37
|
Bank of New York Mellon
New York
|
$23.9M
|
-$79.2K
|
-1,689
|
-0.3%
|
|
|
38
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$22.7M
|
-$867K
|
-18,490
|
-4%
|
|
|
39
|
LPL Financial
San Diego,
California
|
$21.4M
|
+$4.87M
|
+103,876
|
+32%
|
|
|
40
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$20.9M
|
+$6.66M
|
+141,951
|
+49%
|
|
|
41
|
|
$20.9M
|
+$274K
|
+5,830
|
+1%
|
|
|
42
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$20.5M
|
+$544K
|
+11,595
|
+3%
|
|
|
43
|
Rand Wealth
Baltimore,
Maryland
|
$20.3M
|
+$2.85M
|
+60,809
|
+17%
|
|
|
44
|
Lumina Fund Management
New York
|
$19.4M
|
–
|
–
|
–
|
|
|
45
|
|
$19.3M
|
+$2.19M
|
+46,785
|
+13%
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$18.5M
|
-$14.3M
|
-304,223
|
-44%
|
|
|
47
|
|
$18.2M
|
+$3.43M
|
+73,188
|
+24%
|
|
|
48
|
American National Bank & Trust
Wichita Falls,
Texas
|
$16.4M
|
-$61.7K
|
-1,315
|
-0.4%
|
|
|
49
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$16.3M
|
-$357K
|
-7,599
|
-2%
|
|
|
50
|
Cobble Hill Financial Services
Moorestown,
New Jersey
|
$16M
|
+$7.4M
|
+157,800
|
+92%
|
|
