|
26
|
Wealthcare Capital Management
Richmond,
Virginia
|
$41.9M
|
+$1.6M
|
+30,919
|
+4%
|
|
|
27
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$38.5M
|
+$327K
|
+6,320
|
+0.8%
|
|
|
28
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$37.5M
|
+$10.5M
|
+202,300
|
+36%
|
|
|
29
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$37.2M
|
–
|
–
|
–
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.2M
|
+$1.44M
|
+27,834
|
+4%
|
|
|
31
|
|
$36.7M
|
-$2.08M
|
-40,311
|
-5%
|
|
|
32
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$35.6M
|
+$1.11M
|
+21,471
|
+3%
|
|
|
33
|
TD Ameritrade Trust
Denver,
Colorado
|
$35.4M
|
+$1.24M
|
+24,075
|
+3%
|
|
|
34
|
Pinnacle Associates
New York
|
$34.7M
|
-$80.4K
|
-1,555
|
-0.2%
|
|
|
35
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$32.8M
|
+$2.11M
|
+40,812
|
+7%
|
|
|
36
|
|
$32.3M
|
-$2.59M
|
-50,067
|
-7%
|
|
|
37
|
Aspiriant LLC
Los Angeles,
California
|
$31.7M
|
-$496K
|
-9,588
|
-1%
|
|
|
38
|
HSBC Holdings
London,
United Kingdom
|
$30.8M
|
+$355K
|
+6,874
|
+1%
|
|
|
39
|
Raffa Wealth Management
Washington,
District of Columbia
|
$29.4M
|
+$1.37M
|
+26,566
|
+5%
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$29.3M
|
-$1.63M
|
-31,503
|
-5%
|
|
|
41
|
D.A. Davidson & Co
Great Falls,
Montana
|
$29.2M
|
+$1.61M
|
+31,223
|
+6%
|
|
|
42
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$25.5M
|
+$1.48M
|
+28,620
|
+6%
|
|
|
43
|
Rand Wealth
Baltimore,
Maryland
|
$23.6M
|
-$64.2K
|
-1,242
|
-0.3%
|
|
|
44
|
LPL Financial
San Diego,
California
|
$23.5M
|
+$160K
|
+3,093
|
+0.6%
|
|
|
45
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$23.1M
|
-$195K
|
-3,765
|
-0.8%
|
|
|
46
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$22M
|
+$1.83M
|
+35,500
|
+9%
|
|
|
47
|
American National Bank & Trust
Wichita Falls,
Texas
|
$20.5M
|
-$1.01M
|
-19,498
|
-4%
|
|
|
48
|
Huntington National Bank
Columbus,
Ohio
|
$20M
|
–
|
–
|
–
|
|
|
49
|
|
$19.1M
|
-$1.84M
|
-35,694
|
-8%
|
|
|
50
|
Coldstream Capital Management
Bellevue,
Washington
|
$17.6M
|
+$1.05M
|
+20,390
|
+6%
|
|
