|
51
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$191M
|
+$128M
|
+1,790,086
|
New
|
|
|
52
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$179M
|
+$61.9M
|
+865,963
|
+54%
|
|
|
53
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$173M
|
+$6.91M
|
+96,699
|
+4%
|
|
|
54
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$164M
|
+$87.1M
|
+1,218,162
|
+116%
|
|
|
55
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$161M
|
+$2.96M
|
+41,390
|
+2%
|
|
|
56
|
Creative Planning
Overland Park,
Kansas
|
$154M
|
-$2.49M
|
-34,892
|
-2%
|
|
|
57
|
Altium Wealth Management
Purchase,
New York
|
$152M
|
+$13.6M
|
+189,683
|
+10%
|
|
|
58
|
HighTower Advisors
Chicago,
Illinois
|
$150M
|
+$11.1M
|
+155,656
|
+8%
|
|
|
59
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$144M
|
+$7.55M
|
+105,686
|
+6%
|
|
|
60
|
HSBC Holdings
London,
United Kingdom
|
$143M
|
-$9.24M
|
-129,255
|
-6%
|
|
|
61
|
Wellington Management Group
Boston,
Massachusetts
|
$138M
|
-$48.5M
|
-678,082
|
-26%
|
|
|
62
|
Bell Bank
Fargo,
North Dakota
|
$137M
|
+$1.54M
|
+21,537
|
+1%
|
|
|
63
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$135M
|
-$193K
|
-2,700
|
-0.1%
|
|
|
64
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$128M
|
+$588K
|
+8,231
|
+0.5%
|
|
|
65
|
Avantax Advisory Services
Dallas,
Texas
|
$124M
|
+$7.25M
|
+101,488
|
+6%
|
|
|
66
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$124M
|
-$5.6M
|
-78,322
|
-4%
|
|
|
67
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$122M
|
+$2.38M
|
+33,283
|
+2%
|
|
|
68
|
Matson Money Inc
Mason,
Ohio
|
$121M
|
-$5.17M
|
-72,408
|
-4%
|
|
|
69
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$112M
|
-$4.46M
|
-62,379
|
-4%
|
|
|
70
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$112M
|
-$115K
|
-1,610
|
-0.1%
|
|
|
71
|
Roosevelt Investment Group
New York
|
$111M
|
+$5.51M
|
+77,164
|
+5%
|
|
|
72
|
CKW Financial Group
Honolulu,
Hawaii
|
$107M
|
+$2.3M
|
+32,163
|
+2%
|
|
|
73
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$105M
|
-$28.3M
|
-396,452
|
-21%
|
|
|
74
|
Ballentine Partners
Waltham,
Massachusetts
|
$103M
|
+$2.1M
|
+29,341
|
+2%
|
|
|
75
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$103M
|
+$31.2M
|
+436,175
|
+46%
|
|
