|
26
|
Truepoint Inc
Cincinnati,
Ohio
|
$41M
|
+$412K
|
+27,912
|
+1%
|
|
|
27
|
William Blair & Company
Chicago,
Illinois
|
$34M
|
+$14.8M
|
+1,003,776
|
+85%
|
|
|
28
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$31.4M
|
+$2.15M
|
+145,626
|
+8%
|
|
|
29
|
Permanens Capital
New York
|
$30.9M
|
+$29.4M
|
+1,993,536
|
New
|
|
|
30
|
KMS Financial Services
Seattle,
Washington
|
$29.2M
|
-$125K
|
-8,472
|
-0.4%
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27.7M
|
-$47.9K
|
-3,240
|
-0.2%
|
|
|
32
|
National Planning Corporation
El Segundo,
California
|
$26.9M
|
+$3.22M
|
+218,040
|
+14%
|
|
|
33
|
Waverly Advisors
Birmingham,
Alabama
|
$25.7M
|
+$439K
|
+29,724
|
+2%
|
|
|
34
|
Atria Investments
Charlotte,
North Carolina
|
$25M
|
+$1.03M
|
+69,750
|
+5%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.6M
|
+$10.8M
|
+728,232
|
+85%
|
|
|
36
|
Planning Alternatives
Birmingham,
Michigan
|
$24M
|
+$23.8M
|
+1,612,818
|
New
|
|
|
37
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$22.8M
|
+$1.04M
|
+70,728
|
+5%
|
|
|
38
|
|
$22.6M
|
+$2.09M
|
+141,486
|
+11%
|
|
|
39
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.6M
|
+$1.79M
|
+121,416
|
+10%
|
|
|
40
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$21M
|
+$650K
|
+43,998
|
+3%
|
|
|
41
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.7M
|
+$98.2K
|
+6,648
|
+0.5%
|
|
|
42
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$20M
|
+$19.1M
|
+1,290,924
|
New
|
|
|
43
|
MCF Advisors
Covington,
Kentucky
|
$19.8M
|
+$948K
|
+64,194
|
+5%
|
|
|
44
|
IFC Holdings
Tampa,
Florida
|
$17.9M
|
+$1.69M
|
+114,588
|
+11%
|
|
|
45
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$17.8M
|
+$17M
|
+1,150,296
|
New
|
|
|
46
|
Coldstream Capital Management
Bellevue,
Washington
|
$17.2M
|
-$164K
|
-11,106
|
-1%
|
|
|
47
|
Hengehold Capital Management
Cincinnati,
Ohio
|
$17.1M
|
-$228K
|
-15,444
|
-1%
|
|
|
48
|
|
$14.5M
|
+$228K
|
+15,468
|
+2%
|
|
|
49
|
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
|
$14.3M
|
+$13.6M
|
+920,262
|
New
|
|
|
50
|
TD Capital Management
Memphis,
Tennessee
|
$14.2M
|
+$308K
|
+20,832
|
+2%
|
|
