|
26
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$2.24M
|
+$185K
|
+3,660
|
+9%
|
|
|
27
|
C-J Advisory
San Jose,
California
|
$2.17M
|
-$75.6K
|
-1,498
|
-3%
|
|
|
28
|
Chevy Chase Trust
Bethesda,
Maryland
|
$2.15M
|
–
|
–
|
–
|
|
|
29
|
Ballentine Partners
Waltham,
Massachusetts
|
$2.07M
|
-$50.1K
|
-992
|
-2%
|
|
|
30
|
SEI Investments
Oaks,
Pennsylvania
|
$2.01M
|
+$1.87M
|
+37,090
|
+906%
|
|
|
31
|
Trillium Asset Management
Boston,
Massachusetts
|
$1.97M
|
-$3.79M
|
-75,182
|
-65%
|
|
|
32
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$1.96M
|
-$26.5K
|
-526
|
-1%
|
|
|
33
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$1.84M
|
+$61.8K
|
+1,224
|
+3%
|
|
|
34
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$1.73M
|
-$37.9K
|
-750
|
-2%
|
|
|
35
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.68M
|
-$1.19M
|
-23,632
|
-41%
|
|
|
36
|
Brinker Capital
Berwyn,
Pennsylvania
|
$1.66M
|
-$49.7K
|
-984
|
-3%
|
|
|
37
|
HighTower Advisors
Chicago,
Illinois
|
$1.59M
|
+$7.07K
|
+140
|
+0.4%
|
|
|
38
|
Evercore Wealth Management
New York
|
$1.55M
|
–
|
–
|
–
|
|
|
39
|
Manchester Capital Management
Manchester,
Vermont
|
$1.52M
|
-$589K
|
-11,672
|
-27%
|
|
|
40
|
Creative Planning
Overland Park,
Kansas
|
$1.42M
|
+$54.3K
|
+1,076
|
+4%
|
|
|
41
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$1.35M
|
+$23.9K
|
+474
|
+2%
|
|
|
42
|
|
$1.28M
|
+$101
|
+2
|
+0%
|
|
|
43
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.28M
|
-$1.19M
|
-23,592
|
-47%
|
|
|
44
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$1.25M
|
+$125K
|
+2,468
|
+11%
|
|
|
45
|
William Blair & Company
Chicago,
Illinois
|
$1.23M
|
+$2.02K
|
+40
|
+0.2%
|
|
|
46
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.23M
|
+$41.6K
|
+824
|
+3%
|
|
|
47
|
Wealthcare Capital Management
Richmond,
Virginia
|
$1.12M
|
+$8.68K
|
+172
|
+0.8%
|
|
|
48
|
Cetera Advisors
Denver,
Colorado
|
$1.11M
|
+$471K
|
+9,332
|
+70%
|
|
|
49
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$990K
|
+$69.6K
|
+1,380
|
+7%
|
|
|
50
|
Pitcairn
Conshohocken,
Pennsylvania
|
$986K
|
–
|
–
|
–
|
|
