|
26
|
Callan Capital
La Jolla,
California
|
$43.8M
|
+$2.07M
|
+47,698
|
+5%
|
|
|
27
|
D.A. Davidson & Co
Great Falls,
Montana
|
$42.5M
|
+$1.19M
|
+27,510
|
+3%
|
|
|
28
|
Tanglewood Wealth Management
Houston,
Texas
|
$40.5M
|
-$2.87M
|
-66,336
|
-7%
|
|
|
29
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$40.3M
|
+$24M
|
+554,807
|
+144%
|
|
|
30
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$39.4M
|
+$2.73M
|
+63,078
|
+7%
|
|
|
31
|
Aviance Capital Management
Sarasota,
Florida
|
$38.8M
|
-$246K
|
-5,668
|
-0.6%
|
|
|
32
|
|
$36.4M
|
+$28.7M
|
+661,696
|
+355%
|
|
|
33
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$34M
|
-$8.24M
|
-190,283
|
-19%
|
|
|
34
|
JMG Financial Group
Downers Grove,
Illinois
|
$32.9M
|
-$4.59M
|
-105,868
|
-12%
|
|
|
35
|
HSBC Holdings
London,
United Kingdom
|
$32.6M
|
-$1.43M
|
-33,036
|
-4%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32M
|
+$5.6M
|
+129,349
|
+21%
|
|
|
37
|
William Blair & Company
Chicago,
Illinois
|
$31.4M
|
-$12.6M
|
-290,558
|
-28%
|
|
|
38
|
Raffa Wealth Management
Washington,
District of Columbia
|
$29.6M
|
-$2.96M
|
-68,299
|
-9%
|
|
|
39
|
Bessemer Group
Woodbridge,
New Jersey
|
$28.4M
|
+$479K
|
+11,066
|
+2%
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28M
|
-$308K
|
-7,112
|
-1%
|
|
|
41
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$26.1M
|
-$204K
|
-4,705
|
-0.8%
|
|
|
42
|
TD Ameritrade Trust
Denver,
Colorado
|
$25.8M
|
+$811K
|
+18,712
|
+3%
|
|
|
43
|
Creative Planning
Overland Park,
Kansas
|
$24.8M
|
-$3.3M
|
-76,214
|
-12%
|
|
|
44
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$24.8M
|
–
|
–
|
–
|
|
|
45
|
Aspiriant LLC
Los Angeles,
California
|
$24.5M
|
-$4.86M
|
-112,089
|
-16%
|
|
|
46
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$23M
|
+$780K
|
+18,007
|
+3%
|
|
|
47
|
LPL Financial
San Diego,
California
|
$22.4M
|
-$29M
|
-669,428
|
-56%
|
|
|
48
|
SouthState Corp
Winter Haven,
Florida
|
$21.6M
|
-$47.2K
|
-1,090
|
-0.2%
|
|
|
49
|
Sanders Capital
West Palm Beach,
Florida
|
$21.4M
|
-$30.5M
|
-704,800
|
-59%
|
|
|
50
|
Bank of New York Mellon
New York
|
$21.1M
|
-$56.6K
|
-1,306
|
-0.3%
|
|
