|
26
|
Willis Johnson & Associates
Houston,
Texas
|
$24.3M
|
+$1.32M
|
+19,318
|
+5%
|
|
|
27
|
Ameraudi Asset Management
New York
|
$23.2M
|
+$981K
|
+14,346
|
+4%
|
|
|
28
|
Tolleson Wealth Management
Dallas,
Texas
|
$22M
|
+$7.69M
|
+112,410
|
+48%
|
|
|
29
|
Iconiq Capital
San Francisco,
California
|
$21.4M
|
+$179K
|
+2,620
|
+0.8%
|
|
|
30
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$20.6M
|
–
|
–
|
–
|
|
|
31
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$19.3M
|
–
|
–
|
–
|
|
|
32
|
Private Wealth Advisors (California)
Fresno,
California
|
$17.8M
|
+$529K
|
+7,742
|
+3%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$15.8M
|
-$894K
|
-13,074
|
-5%
|
|
|
34
|
|
$15.5M
|
-$413K
|
-6,037
|
-2%
|
|
|
35
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$15.4M
|
+$5.44M
|
+79,593
|
+49%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$14.2M
|
+$700K
|
+10,240
|
+5%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14M
|
-$10.1M
|
-147,772
|
-40%
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$13.7M
|
-$138K
|
-2,024
|
-0.9%
|
|
|
39
|
Atlas Capital Advisors
Jackson,
Wyoming
|
$13.4M
|
+$2.32M
|
+33,906
|
+19%
|
|
|
40
|
Capital Advantage
Walnut Creek,
California
|
$13.3M
|
+$190K
|
+2,780
|
+1%
|
|
|
41
|
|
$12.4M
|
-$687K
|
-10,050
|
-5%
|
|
|
42
|
Private Advisor Group
Morristown,
New Jersey
|
$11.7M
|
+$10.9M
|
+159,052
|
+632%
|
|
|
43
|
Stifel Financial
St. Louis,
Missouri
|
$10.9M
|
-$358K
|
-5,234
|
-3%
|
|
|
44
|
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
|
$10.3M
|
+$8.6M
|
+125,800
|
New
|
|
|
45
|
Ballentine Partners
Waltham,
Massachusetts
|
$9.41M
|
-$58K
|
-848
|
-0.6%
|
|
|
46
|
Rathbones Group
Liverpool,
United Kingdom
|
$8.79M
|
+$314K
|
+4,589
|
+3%
|
|
|
47
|
|
$8.47M
|
-$33.9M
|
-495,644
|
-79%
|
|
|
48
|
Blue Trust Inc
Alpharetta,
Georgia
|
$8.26M
|
+$7.63M
|
+111,538
|
New
|
|
|
49
|
Blue Edge Capital
Richmond,
Virginia
|
$7.75M
|
+$116K
|
+1,695
|
+1%
|
|
|
50
|
Harrell Investment Partners
Austin,
Texas
|
$7.26M
|
+$428K
|
+6,252
|
+6%
|
|
