|
51
|
Charles Schwab
San Francisco,
California
|
$220M
|
+$215K
|
+3,349
|
+0.1%
|
|
|
52
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$206M
|
+$161M
|
+2,506,965
|
+252%
|
|
|
53
|
Credit Suisse
Zurich,
Switzerland
|
$199M
|
–
|
–
|
–
|
|
|
54
|
Wellington Management Group
Boston,
Massachusetts
|
$196M
|
-$19.8M
|
-307,985
|
-8%
|
|
|
55
|
Creative Planning
Overland Park,
Kansas
|
$190M
|
+$16.6M
|
+258,677
|
+9%
|
|
|
56
|
Brown Brothers Harriman & Co
New York
|
$186M
|
+$10.1M
|
+157,762
|
+5%
|
|
|
57
|
Avantax Advisory Services
Dallas,
Texas
|
$183M
|
+$8.84M
|
+137,804
|
+5%
|
|
|
58
|
HighTower Advisors
Chicago,
Illinois
|
$173M
|
-$889K
|
-13,862
|
-0.5%
|
|
|
59
|
SignatureFD
Atlanta,
Georgia
|
$171M
|
+$35.9M
|
+559,204
|
+24%
|
|
|
60
|
Cornerstone Partners Capital Management
Charlottesville,
Virginia
|
$171M
|
-$29.8M
|
-464,542
|
-14%
|
|
|
61
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$171M
|
+$7.94M
|
+123,799
|
+4%
|
|
|
62
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$167M
|
+$29.1M
|
+454,184
|
+19%
|
|
|
63
|
Passaic Partners
Newark,
New Jersey
|
$152M
|
+$2.65M
|
+41,300
|
+2%
|
|
|
64
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$151M
|
+$4.11M
|
+64,127
|
+3%
|
|
|
65
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$148M
|
+$14.4M
|
+224,920
|
+10%
|
|
|
66
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$143M
|
-$3.78M
|
-58,984
|
-2%
|
|
|
67
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$132M
|
+$4.45M
|
+69,363
|
+3%
|
|
|
68
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$131M
|
-$14.1M
|
-220,533
|
-9%
|
|
|
69
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$130M
|
-$1.03M
|
-16,127
|
-0.7%
|
|
|
70
|
Altium Wealth Management
Purchase,
New York
|
$128M
|
-$3.62M
|
-56,352
|
-3%
|
|
|
71
|
Citizens Financial Group
Providence,
Rhode Island
|
$122M
|
-$8.95M
|
-139,513
|
-6%
|
|
|
72
|
Bell Bank
Fargo,
North Dakota
|
$118M
|
+$3.55M
|
+55,368
|
+3%
|
|
|
73
|
Matson Money Inc
Mason,
Ohio
|
$115M
|
+$5.05M
|
+78,773
|
+4%
|
|
|
74
|
Citadel Advisors
Miami,
Florida
|
$113M
|
+$122M
|
+1,897,171
|
+8,996%
|
|
|
75
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$110M
|
+$3.82M
|
+59,474
|
+3%
|
|
