|
51
|
Trillium Asset Management
Boston,
Massachusetts
|
$8.01M
|
+$2.36M
|
+23,594
|
+44%
|
|
|
52
|
Choreo LLC
Rockford,
Illinois
|
$7.48M
|
+$1.9K
|
+19
|
+0%
|
|
|
53
|
Comerica Bank
Dallas,
Texas
|
$7.18M
|
+$6K
|
+60
|
+0.1%
|
|
|
54
|
SageView Advisory Group
Newport Beach,
California
|
$7.01M
|
+$6.75M
|
+67,467
|
New
|
|
|
55
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$6.69M
|
-$28K
|
-280
|
-0.4%
|
|
|
56
|
Corient Private Wealth
Miami,
Florida
|
$6.26M
|
+$8.21K
|
+82
|
+0.1%
|
|
|
57
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$6.11M
|
-$78.2K
|
-782
|
-1%
|
|
|
58
|
Cresset Asset Management
Chicago,
Illinois
|
$5.85M
|
+$2.8M
|
+27,998
|
+99%
|
|
|
59
|
One Wealth Advisors
San Francisco,
California
|
$5.83M
|
-$196K
|
-1,955
|
-3%
|
|
|
60
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$5.69M
|
-$176K
|
-1,759
|
-3%
|
|
|
61
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.47M
|
+$56.2K
|
+562
|
+1%
|
|
|
62
|
SOA Wealth Advisors
New York
|
$5.4M
|
-$782K
|
-7,813
|
-13%
|
|
|
63
|
Fifth Third Wealth Advisors
Cincinnati,
Ohio
|
$5.36M
|
+$29.4K
|
+294
|
+0.6%
|
|
|
64
|
Brio Consultants
San Francisco,
California
|
$5.25M
|
+$355K
|
+3,551
|
+8%
|
|
|
65
|
DOHJ LLC
Seattle,
Washington
|
$4.96M
|
+$4.2K
|
+42
|
+0.1%
|
|
|
66
|
United Capital Financial Advisors
Irving,
Texas
|
$4.94M
|
+$475K
|
+4,743
|
+11%
|
|
|
67
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$4.9M
|
-$18.6K
|
-186
|
-0.4%
|
|
|
68
|
Litman Gregory Wealth Management
Larkspur,
California
|
$4.76M
|
+$103K
|
+1,027
|
+2%
|
|
|
69
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$4.68M
|
+$4.51M
|
+45,097
|
New
|
|
|
70
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$4.64M
|
-$183K
|
-1,824
|
-4%
|
|
|
71
|
William Blair & Company
Chicago,
Illinois
|
$4.55M
|
+$215K
|
+2,150
|
+5%
|
|
|
72
|
HeadInvest LLC
Portland,
Maine
|
$4.47M
|
+$142K
|
+1,415
|
+3%
|
|
|
73
|
Bremer Bank National Association
St Paul,
Minnesota
|
$4.26M
|
-$131K
|
-1,314
|
-3%
|
|
|
74
|
First Affirmative Financial Network
Colorado Springs,
Colorado
|
$4.23M
|
+$13.3K
|
+133
|
+0.3%
|
|
|
75
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$4.19M
|
-$332K
|
-3,314
|
-8%
|
|
