|
26
|
Managed Account Advisors
Jersey City,
New Jersey
|
$13.1M
|
+$3.38M
|
+146,496
|
+34%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.1M
|
+$419K
|
+18,144
|
+3%
|
|
|
28
|
|
$12.3M
|
–
|
–
|
–
|
|
|
29
|
Tanglewood Wealth Management
Houston,
Texas
|
$11.6M
|
+$1.95M
|
+84,356
|
+20%
|
|
|
30
|
Huntington National Bank
Columbus,
Ohio
|
$11.4M
|
-$12.2M
|
-530,427
|
Closed
|
|
|
31
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$10.1M
|
+$268K
|
+11,602
|
+3%
|
|
|
32
|
Emerson Investment Management
Boston,
Massachusetts
|
$9.95M
|
+$132K
|
+5,735
|
+1%
|
|
|
33
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.77M
|
+$946K
|
+40,996
|
+11%
|
|
|
34
|
Goldstein Munger & Associates
San Ramon,
California
|
$9.15M
|
+$44.5K
|
+1,927
|
+0.5%
|
|
|
35
|
Verger Capital Management
Winston-Salem,
North Carolina
|
$9.13M
|
–
|
–
|
–
|
|
|
36
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$8.89M
|
-$538K
|
-23,316
|
-6%
|
|
|
37
|
Schroder Investment Management Group
London,
United Kingdom
|
$8.8M
|
–
|
–
|
–
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$8.72M
|
-$493K
|
-21,381
|
-5%
|
|
|
39
|
Foster & Motley
Cincinnati,
Ohio
|
$8.11M
|
+$219K
|
+9,476
|
+3%
|
|
|
40
|
|
$7.82M
|
+$1.66K
|
+72
|
+0%
|
|
|
41
|
Northern Trust
Chicago,
Illinois
|
$6.72M
|
+$1.38M
|
+59,711
|
+25%
|
|
|
42
|
Pegasus Partners
Mequon,
Wisconsin
|
$6.54M
|
+$6.65M
|
+288,175
|
New
|
|
|
43
|
|
$6.2M
|
-$3.52M
|
-152,500
|
-36%
|
|
|
44
|
Suntrust Banks
Atlanta,
Georgia
|
$5.88M
|
-$211K
|
-9,134
|
-3%
|
|
|
45
|
|
$5.53M
|
+$4.89M
|
+212,035
|
+668%
|
|
|
46
|
Vigilant Capital Management
Portland,
Maine
|
$5.5M
|
+$154K
|
+6,692
|
+3%
|
|
|
47
|
Baker Avenue Asset Management
San Francisco,
California
|
$5.33M
|
-$341K
|
-14,770
|
-6%
|
|
|
48
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$4.84M
|
-$295K
|
-12,772
|
-6%
|
|
|
49
|
Augustine Asset Management
Jacksonville,
Florida
|
$4.54M
|
-$16.9K
|
-733
|
-0.4%
|
|
|
50
|
Quest Investment Management
Lake Oswego,
Oregon
|
$4.53M
|
–
|
–
|
–
|
|
