|
26
|
Aspiriant LLC
Los Angeles,
California
|
$56.9M
|
+$28.9M
|
+570,167
|
+95%
|
|
|
27
|
Filament
Seattle,
Washington
|
$55.6M
|
+$361K
|
+7,122
|
+0.6%
|
|
|
28
|
Wealthcare Capital Management
Richmond,
Virginia
|
$52M
|
+$4.38M
|
+86,473
|
+9%
|
|
|
29
|
JMG Financial Group
Downers Grove,
Illinois
|
$50.7M
|
-$114K
|
-2,257
|
-0.2%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$50M
|
+$1.6M
|
+31,643
|
+3%
|
|
|
31
|
Tanglewood Wealth Management
Houston,
Texas
|
$49.7M
|
+$1.4M
|
+27,626
|
+3%
|
|
|
32
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$48.1M
|
+$3.14M
|
+61,870
|
+7%
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.4M
|
+$2.94M
|
+57,923
|
+8%
|
|
|
34
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$36.7M
|
–
|
–
|
–
|
|
|
35
|
|
$36.2M
|
–
|
–
|
–
|
|
|
36
|
D.A. Davidson & Co
Great Falls,
Montana
|
$35.9M
|
+$3.75M
|
+74,050
|
+11%
|
|
|
37
|
Pinnacle Associates
New York
|
$35.2M
|
+$1.27M
|
+25,036
|
+4%
|
|
|
38
|
TD Ameritrade Trust
Denver,
Colorado
|
$33.3M
|
-$6.16M
|
-121,532
|
-15%
|
|
|
39
|
LPL Financial
San Diego,
California
|
$32.6M
|
+$6.93M
|
+136,768
|
+25%
|
|
|
40
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$32.5M
|
+$16.1M
|
+317,417
|
+90%
|
|
|
41
|
Raffa Wealth Management
Washington,
District of Columbia
|
$31.9M
|
+$2.11M
|
+41,618
|
+7%
|
|
|
42
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$30.7M
|
+$2.42M
|
+47,765
|
+8%
|
|
|
43
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$29.4M
|
+$11.2M
|
+221,903
|
+58%
|
|
|
44
|
|
$29.2M
|
-$18.6M
|
-366,407
|
-38%
|
|
|
45
|
Raymond James & Associates
St Petersburg,
Florida
|
$26.2M
|
+$9.35M
|
+184,519
|
+52%
|
|
|
46
|
Rand Wealth
Baltimore,
Maryland
|
$24.8M
|
+$709K
|
+13,978
|
+3%
|
|
|
47
|
American National Bank & Trust
Wichita Falls,
Texas
|
$24M
|
+$732K
|
+14,439
|
+3%
|
|
|
48
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$23.8M
|
+$13.5M
|
+267,225
|
+120%
|
|
|
49
|
HSBC Holdings
London,
United Kingdom
|
$23.7M
|
-$6.23M
|
-122,918
|
-20%
|
|
|
50
|
Sanders Capital
West Palm Beach,
Florida
|
$22.8M
|
+$19.7M
|
+389,564
|
+490%
|
|
