|
51
|
Silicon Valley Community Foundation
Mountain View,
California
|
$218M
|
-$120M
|
-1,579,828
|
-35%
|
|
|
52
|
Mutual of America Capital Management
New York
|
$208M
|
+$2.07M
|
+27,275
|
+1%
|
|
|
53
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$203M
|
+$10.5M
|
+138,114
|
+5%
|
|
|
54
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$194M
|
+$5.74M
|
+75,433
|
+3%
|
|
|
55
|
Avantax Advisory Services
Dallas,
Texas
|
$185M
|
+$20.1M
|
+263,975
|
+12%
|
|
|
56
|
Altium Wealth Management
Purchase,
New York
|
$178M
|
+$9.6M
|
+126,221
|
+6%
|
|
|
57
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$172M
|
+$4.72M
|
+62,077
|
+3%
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$166M
|
-$8.62M
|
-113,270
|
-5%
|
|
|
59
|
HighTower Advisors
Chicago,
Illinois
|
$163M
|
+$21.5M
|
+282,936
|
+15%
|
|
|
60
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$158M
|
+$3.07M
|
+40,364
|
+2%
|
|
|
61
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$156M
|
+$3.04M
|
+40,010
|
+2%
|
|
|
62
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$149M
|
-$6.22M
|
-81,781
|
-4%
|
|
|
63
|
Bell Bank
Fargo,
North Dakota
|
$148M
|
+$6.05M
|
+79,528
|
+4%
|
|
|
64
|
HSBC Holdings
London,
United Kingdom
|
$141M
|
-$1.44M
|
-18,984
|
-1%
|
|
|
65
|
Citizens Financial Group
Providence,
Rhode Island
|
$140M
|
+$33.6M
|
+442,226
|
+31%
|
|
|
66
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$131M
|
+$4.56M
|
+59,957
|
+4%
|
|
|
67
|
Matson Money Inc
Mason,
Ohio
|
$129M
|
-$19.7K
|
-259
|
-0%
|
|
|
68
|
|
$128M
|
+$13.2M
|
+174,001
|
+11%
|
|
|
69
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$127M
|
-$5.47M
|
-71,855
|
-4%
|
|
|
70
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$126M
|
-$10.2M
|
-134,180
|
-7%
|
|
|
71
|
Ballentine Partners
Waltham,
Massachusetts
|
$125M
|
+$18.5M
|
+243,230
|
+17%
|
|
|
72
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$122M
|
+$4.25M
|
+55,882
|
+4%
|
|
|
73
|
CKW Financial Group
Honolulu,
Hawaii
|
$121M
|
+$8.32M
|
+109,427
|
+7%
|
|
|
74
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$120M
|
+$3.36M
|
+44,220
|
+3%
|
|
|
75
|
Grimes & Company
Westborough,
Massachusetts
|
$119M
|
+$5.48M
|
+71,976
|
+5%
|
|
