|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$48.7M
|
+$3M
|
+62,470
|
+7%
|
|
|
27
|
Tanglewood Wealth Management
Houston,
Texas
|
$48.6M
|
+$11.4M
|
+237,358
|
+31%
|
|
|
28
|
Wealthcare Capital Management
Richmond,
Virginia
|
$48M
|
+$4.97M
|
+103,307
|
+12%
|
|
|
29
|
|
$47.1M
|
+$46.5M
|
+966,967
|
New
|
|
|
30
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$45.2M
|
+$11M
|
+229,638
|
+33%
|
|
|
31
|
TD Ameritrade Trust
Denver,
Colorado
|
$39.3M
|
+$1.24M
|
+25,783
|
+3%
|
|
|
32
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$36.8M
|
–
|
–
|
–
|
|
|
33
|
|
$36.3M
|
–
|
–
|
–
|
|
|
34
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.7M
|
+$2.66M
|
+55,301
|
+8%
|
|
|
35
|
Pinnacle Associates
New York
|
$34.1M
|
+$1.97M
|
+41,042
|
+6%
|
|
|
36
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$33.1M
|
+$5.67M
|
+117,865
|
+21%
|
|
|
37
|
D.A. Davidson & Co
Great Falls,
Montana
|
$32.4M
|
+$3.6M
|
+74,895
|
+13%
|
|
|
38
|
Raffa Wealth Management
Washington,
District of Columbia
|
$30M
|
+$645K
|
+13,423
|
+2%
|
|
|
39
|
HSBC Holdings
London,
United Kingdom
|
$29.8M
|
-$695K
|
-14,457
|
-2%
|
|
|
40
|
Aspiriant LLC
Los Angeles,
California
|
$29.3M
|
-$1.97M
|
-41,067
|
-6%
|
|
|
41
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$28.5M
|
+$2.97M
|
+61,775
|
+12%
|
|
|
42
|
LPL Financial
San Diego,
California
|
$26.7M
|
+$3.68M
|
+76,498
|
+16%
|
|
|
43
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$25.3M
|
+$421K
|
+8,751
|
+2%
|
|
|
44
|
Rand Wealth
Baltimore,
Maryland
|
$24.2M
|
+$926K
|
+19,267
|
+4%
|
|
|
45
|
American National Bank & Trust
Wichita Falls,
Texas
|
$23.4M
|
+$2.18M
|
+45,269
|
+10%
|
|
|
46
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$22.2M
|
+$178K
|
+3,700
|
+0.8%
|
|
|
47
|
Coldstream Capital Management
Bellevue,
Washington
|
$21.5M
|
+$1.25M
|
+26,048
|
+6%
|
|
|
48
|
Huntington National Bank
Columbus,
Ohio
|
$21.3M
|
+$21M
|
+436,066
|
New
|
|
|
49
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$18.7M
|
-$46.7K
|
-972
|
-0.3%
|
|
|
50
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$18.1M
|
-$741K
|
-15,415
|
-4%
|
|
