|
26
|
Colony Family Offices
Charlotte,
North Carolina
|
$30.8M
|
+$30.7M
|
+602,599
|
New
|
|
|
27
|
|
$28.2M
|
-$12.2M
|
-240,578
|
-30%
|
|
|
28
|
Credit Suisse
Zurich,
Switzerland
|
$26.2M
|
+$9.58M
|
+188,286
|
+58%
|
|
|
29
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$26M
|
+$10.9M
|
+214,000
|
+73%
|
|
|
30
|
AssetMark Inc
Concord,
California
|
$25.4M
|
+$4.23M
|
+83,128
|
+20%
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$25M
|
+$1.21M
|
+23,731
|
+5%
|
|
|
32
|
Capital One Financial
Mclean,
Virginia
|
$24.8M
|
-$10.2M
|
-200,719
|
-29%
|
|
|
33
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$23.9M
|
+$186K
|
+3,649
|
+0.8%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.8M
|
+$6.68M
|
+131,291
|
+39%
|
|
|
35
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$23.4M
|
+$1.64M
|
+32,162
|
+8%
|
|
|
36
|
Compton Financial Group
Towson,
Maryland
|
$22.9M
|
+$22.7M
|
+445,113
|
New
|
|
|
37
|
Banco Santander
Madrid,
Spain
|
$22.8M
|
–
|
–
|
–
|
|
|
38
|
Executive Wealth Management
Brighton,
Michigan
|
$22.7M
|
-$102K
|
-2,010
|
-0.4%
|
|
|
39
|
Ameriprise
Minneapolis,
Minnesota
|
$22.5M
|
+$5.7M
|
+111,973
|
+34%
|
|
|
40
|
Bank of New York Mellon
New York
|
$21.8M
|
+$2.8M
|
+55,067
|
+15%
|
|
|
41
|
Anderson Hoagland & Co
St Louis,
Missouri
|
$20M
|
+$19.9M
|
+391,398
|
New
|
|
|
42
|
|
$19.8M
|
+$5M
|
+98,292
|
+34%
|
|
|
43
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$19.3M
|
+$1.56M
|
+30,651
|
+9%
|
|
|
44
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$19M
|
+$8.91M
|
+175,071
|
+89%
|
|
|
45
|
Webster Bank
Waterbury,
Connecticut
|
$18.3M
|
-$831K
|
-16,336
|
-4%
|
|
|
46
|
Stifel Financial
St. Louis,
Missouri
|
$17.6M
|
+$56K
|
+1,100
|
+0.3%
|
|
|
47
|
|
$17.2M
|
+$1.81M
|
+35,527
|
+12%
|
|
|
48
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$16.8M
|
+$15.9M
|
+312,327
|
+1,983%
|
|
|
49
|
Parametric Portfolio Associates
Seattle,
Washington
|
$16.4M
|
+$877K
|
+17,240
|
+6%
|
|
|
50
|
Columbus Macro
New Castle,
Pennsylvania
|
$16M
|
+$1.97M
|
+38,743
|
+14%
|
|
