|
26
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$18.8M
|
+$3.04M
|
+45,600
|
+19%
|
|
|
27
|
KMS Financial Services
Seattle,
Washington
|
$18.5M
|
+$1.38M
|
+20,753
|
+8%
|
|
|
28
|
Sabal Trust
St. Petersburg,
Florida
|
$17.3M
|
-$425K
|
-6,367
|
-2%
|
|
|
29
|
Ironsides Asset Advisors
Rocky Mount,
North Carolina
|
$16.4M
|
+$1.86M
|
+27,818
|
+13%
|
|
|
30
|
United Services Automobile Association
San Antonio,
Texas
|
$16.3M
|
–
|
–
|
–
|
|
|
31
|
Goldstein Munger & Associates
San Ramon,
California
|
$15.7M
|
-$1.19M
|
-17,774
|
-7%
|
|
|
32
|
National Planning Corporation
El Segundo,
California
|
$15.7M
|
+$1.48M
|
+22,233
|
+10%
|
|
|
33
|
Pinnacle Associates
New York
|
$15.1M
|
-$580K
|
-8,685
|
-4%
|
|
|
34
|
Sigma Investment Counselors
Northville,
Michigan
|
$14.6M
|
+$379K
|
+5,684
|
+3%
|
|
|
35
|
|
$14.4M
|
+$14.5M
|
+217,588
|
New
|
|
|
36
|
Baker Ellis Asset Management
Vancouver,
Washington
|
$14.4M
|
+$123K
|
+1,840
|
+0.9%
|
|
|
37
|
Cranberry Lake Advisors
Houston,
Texas
|
$13.2M
|
–
|
–
|
–
|
|
|
38
|
Permanens Capital
New York
|
$13.2M
|
-$3.77M
|
-56,465
|
-22%
|
|
|
39
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.1M
|
+$2.34M
|
+34,989
|
+22%
|
|
|
40
|
Whittier Trust
South Pasadena,
California
|
$13M
|
-$1.03M
|
-15,488
|
-7%
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.8M
|
+$691K
|
+10,361
|
+6%
|
|
|
42
|
Rand Wealth
Baltimore,
Maryland
|
$11.8M
|
-$275K
|
-4,120
|
-2%
|
|
|
43
|
Chevy Chase Trust
Bethesda,
Maryland
|
$11.6M
|
-$1.2M
|
-18,000
|
-9%
|
|
|
44
|
Opus Capital Group
Cincinnati,
Ohio
|
$11.3M
|
+$358K
|
+5,368
|
+3%
|
|
|
45
|
M&T Bank
Buffalo,
New York
|
$11.2M
|
+$5.86M
|
+87,862
|
+110%
|
|
|
46
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$11.1M
|
+$1.67M
|
+24,969
|
+18%
|
|
|
47
|
Focused Wealth Management
Newburgh,
New York
|
$9.59M
|
+$96K
|
+1,439
|
+1%
|
|
|
48
|
Cetera Advisor Networks
El Segundo,
California
|
$9.5M
|
+$738K
|
+11,055
|
+8%
|
|
|
49
|
Founders Bank & Trust
Grand Rapids,
Michigan
|
$9.46M
|
-$163K
|
-2,439
|
-2%
|
|
|
50
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.25M
|
+$456K
|
+6,835
|
+5%
|
|
