|
26
|
William Blair & Company
Chicago,
Illinois
|
$44.1M
|
-$3.87M
|
-94,591
|
-8%
|
|
|
27
|
Tanglewood Wealth Management
Houston,
Texas
|
$43.7M
|
-$3.32M
|
-81,039
|
-7%
|
|
|
28
|
McCutchen Group
Seattle,
Washington
|
$43M
|
-$5.37M
|
-131,073
|
-12%
|
|
|
29
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$42.4M
|
-$6.56M
|
-160,055
|
-14%
|
|
|
30
|
Callan Capital
La Jolla,
California
|
$42.1M
|
+$15.5M
|
+378,707
|
+64%
|
|
|
31
|
D.A. Davidson & Co
Great Falls,
Montana
|
$41.6M
|
+$4.76M
|
+116,104
|
+14%
|
|
|
32
|
Aviance Capital Management
Sarasota,
Florida
|
$39.3M
|
-$22M
|
-536,852
|
-37%
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$37.9M
|
-$1.85M
|
-45,258
|
-5%
|
|
|
34
|
JMG Financial Group
Downers Grove,
Illinois
|
$37.7M
|
-$11.8M
|
-288,912
|
-25%
|
|
|
35
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$36.9M
|
+$5.64M
|
+137,790
|
+19%
|
|
|
36
|
HSBC Holdings
London,
United Kingdom
|
$34.2M
|
+$999K
|
+24,396
|
+3%
|
|
|
37
|
Raffa Wealth Management
Washington,
District of Columbia
|
$32.8M
|
+$1.67M
|
+40,855
|
+6%
|
|
|
38
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$30.4M
|
+$28.8M
|
+703,400
|
New
|
|
|
39
|
Aspiriant LLC
Los Angeles,
California
|
$29.4M
|
-$4.92M
|
-120,055
|
-15%
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.5M
|
-$2.58M
|
-63,091
|
-9%
|
|
|
41
|
Creative Planning
Overland Park,
Kansas
|
$28.3M
|
-$52.1M
|
-1,271,744
|
-66%
|
|
|
42
|
Bessemer Group
Woodbridge,
New Jersey
|
$28.1M
|
-$130M
|
-3,174,269
|
-83%
|
|
|
43
|
Madison Investment Holdings
Madison,
Wisconsin
|
$27.4M
|
-$6.19M
|
-151,062
|
-19%
|
|
|
44
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.6M
|
+$1.05M
|
+25,556
|
+4%
|
|
|
45
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26.5M
|
+$92.4K
|
+2,257
|
+0.4%
|
|
|
46
|
TD Ameritrade Trust
Denver,
Colorado
|
$25.1M
|
-$1.23M
|
-30,089
|
-5%
|
|
|
47
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$25M
|
-$7.19M
|
-175,600
|
-23%
|
|
|
48
|
Pinnacle Associates
New York
|
$22.7M
|
+$40.9K
|
+998
|
+0.2%
|
|
|
49
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$22.4M
|
+$1.86M
|
+45,453
|
+10%
|
|
|
50
|
SouthState Corp
Winter Haven,
Florida
|
$21.8M
|
+$835K
|
+20,388
|
+4%
|
|
