|
26
|
Klingman & Associates
New York
|
$57.8M
|
+$730K
|
+13,918
|
+1%
|
|
|
27
|
Ameriprise
Minneapolis,
Minnesota
|
$57.4M
|
-$5.21M
|
-99,402
|
-8%
|
|
|
28
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$52.4M
|
–
|
–
|
–
|
|
|
29
|
Adventist Health System West
Roseville,
California
|
$51.3M
|
+$8.53M
|
+162,660
|
+20%
|
|
|
30
|
Banco Santander
Madrid,
Spain
|
$47.4M
|
–
|
–
|
–
|
|
|
31
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$45M
|
+$5.1M
|
+97,284
|
+13%
|
|
|
32
|
CSM Advisors
Warrendale,
Pennsylvania
|
$41.9M
|
+$11.6M
|
+221,941
|
+39%
|
|
|
33
|
NSI Retail Advisors
Warrendale,
Pennsylvania
|
$41.9M
|
+$11.6M
|
+221,941
|
+39%
|
|
|
34
|
Abbrea Capital
Greenbrae,
California
|
$40.1M
|
+$68.9K
|
+1,314
|
+0.2%
|
|
|
35
|
Colony Family Offices
Charlotte,
North Carolina
|
$39.4M
|
+$2.72M
|
+51,791
|
+7%
|
|
|
36
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$39M
|
+$38.4M
|
+732,614
|
+7,326%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$38.3M
|
+$11.1M
|
+212,427
|
+41%
|
|
|
38
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$37.3M
|
-$1.53M
|
-29,118
|
-4%
|
|
|
39
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$36M
|
+$4.54M
|
+86,617
|
+14%
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34.4M
|
+$6.54M
|
+124,604
|
+23%
|
|
|
41
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$32.7M
|
+$20.7M
|
+393,985
|
+172%
|
|
|
42
|
AssetMark Inc
Concord,
California
|
$32M
|
-$8.37M
|
-159,577
|
-21%
|
|
|
43
|
SMI Advisory Services
Columbus,
Indiana
|
$32M
|
+$1.77M
|
+33,685
|
+6%
|
|
|
44
|
Fiduciary Trust
Boston,
Massachusetts
|
$31.9M
|
-$4.68M
|
-89,289
|
-13%
|
|
|
45
|
North Star Investment Management
Chicago,
Illinois
|
$31.8M
|
+$5.96M
|
+113,673
|
+23%
|
|
|
46
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$30.5M
|
+$2.66M
|
+50,729
|
+10%
|
|
|
47
|
|
$30.3M
|
+$3.13M
|
+59,595
|
+12%
|
|
|
48
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$30.2M
|
+$30.1M
|
+574,120
|
New
|
|
|
49
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$29.9M
|
+$4.98M
|
+94,893
|
+20%
|
|
|
50
|
US Bancorp
Minneapolis,
Minnesota
|
$28.9M
|
-$1.17M
|
-22,296
|
-4%
|
|
