|
26
|
Diversified Trust
Memphis,
Tennessee
|
$60M
|
+$1.77M
|
+9,470
|
+3%
|
|
|
27
|
Coldstream Capital Management
Bellevue,
Washington
|
$55.1M
|
-$4.09M
|
-21,923
|
-5%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$50.5M
|
+$1.23M
|
+6,581
|
+2%
|
|
|
29
|
Standard Family Office
Sioux Falls,
South Dakota
|
$50.3M
|
–
|
–
|
–
|
|
|
30
|
Barclays
London,
United Kingdom
|
$49M
|
+$3.6M
|
+19,318
|
+8%
|
|
|
31
|
Bridgeworth
Birmingham,
Alabama
|
$47M
|
+$935K
|
+5,009
|
+2%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$46.5M
|
-$29.5M
|
-158,266
|
-38%
|
|
|
33
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$42.5M
|
+$1.65M
|
+8,865
|
+4%
|
|
|
34
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$42.2M
|
+$10.4M
|
+55,500
|
+32%
|
|
|
35
|
Raymond James & Associates
St Petersburg,
Florida
|
$42.1M
|
-$245K
|
-1,311
|
-0.6%
|
|
|
36
|
Cobblestone Capital Advisors
Rochester,
New York
|
$41.3M
|
+$450K
|
+2,413
|
+1%
|
|
|
37
|
Raymond James Trust
St. Petersburg,
Florida
|
$41M
|
+$407K
|
+2,182
|
+1%
|
|
|
38
|
Mariner
Overland Park,
Kansas
|
$40.9M
|
+$41.8M
|
+224,108
|
New
|
|
|
39
|
United Services Automobile Association
San Antonio,
Texas
|
$38.5M
|
-$1.67M
|
-8,977
|
-4%
|
|
|
40
|
Brown Advisory
Baltimore,
Maryland
|
$37.5M
|
+$1.24M
|
+6,647
|
+3%
|
|
|
41
|
Rockefeller Capital Management
New York
|
$36.2M
|
+$22.2M
|
+119,062
|
+150%
|
|
|
42
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$34.4M
|
+$998K
|
+5,348
|
+3%
|
|
|
43
|
Gleason Group
Prospect,
Kentucky
|
$33.6M
|
+$92.7K
|
+497
|
+0.3%
|
|
|
44
|
Ballentine Partners
Waltham,
Massachusetts
|
$32.7M
|
+$2.21M
|
+11,826
|
+7%
|
|
|
45
|
Ancora Advisors
Cleveland,
Ohio
|
$28.2M
|
-$6.38M
|
-34,221
|
-18%
|
|
|
46
|
Natixis Advisors
Boston,
Massachusetts
|
$28.2M
|
+$22.4K
|
+120
|
+0.1%
|
|
|
47
|
Engrave Wealth Partners
The Woodlands,
Texas
|
$28M
|
+$12.4M
|
+66,535
|
+76%
|
|
|
48
|
Voya Financial Advisors
Windsor,
Connecticut
|
$28M
|
+$5.33M
|
+28,553
|
+23%
|
|
|
49
|
Act Wealth Management
Plano,
Texas
|
$27.9M
|
–
|
–
|
–
|
|
|
50
|
|
$25.8M
|
+$2.81M
|
+15,073
|
+12%
|
|
