|
51
|
SignatureFD
Atlanta,
Georgia
|
$230M
|
+$15.7M
|
+266,901
|
+8%
|
|
|
52
|
Brown Brothers Harriman & Co
New York
|
$227M
|
+$6.57M
|
+111,691
|
+3%
|
|
|
53
|
Avantax Advisory Services
Dallas,
Texas
|
$207M
|
+$4.57M
|
+77,687
|
+2%
|
|
|
54
|
Cresset Asset Management
Chicago,
Illinois
|
$206M
|
-$52.7M
|
-895,494
|
-21%
|
|
|
55
|
Charles Schwab
San Francisco,
California
|
$204M
|
-$33.1M
|
-562,230
|
-15%
|
|
|
56
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$194M
|
+$12.4M
|
+211,091
|
+7%
|
|
|
57
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$167M
|
-$10.2M
|
-172,555
|
-6%
|
|
|
58
|
Creative Planning
Overland Park,
Kansas
|
$164M
|
-$6.41M
|
-108,981
|
-4%
|
|
|
59
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$162M
|
+$2.5M
|
+42,405
|
+2%
|
|
|
60
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$158M
|
+$678K
|
+11,521
|
+0.5%
|
|
|
61
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$155M
|
+$1.55M
|
+26,268
|
+1%
|
|
|
62
|
Credit Suisse
Zurich,
Switzerland
|
$153M
|
-$53M
|
-900,000
|
-27%
|
|
|
63
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$152M
|
+$37.3M
|
+633,440
|
+34%
|
|
|
64
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$152M
|
-$5.41M
|
-91,966
|
-4%
|
|
|
65
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$140M
|
-$5.36M
|
-91,044
|
-4%
|
|
|
66
|
Ballentine Partners
Waltham,
Massachusetts
|
$140M
|
+$7.72M
|
+131,174
|
+6%
|
|
|
67
|
HSBC Holdings
London,
United Kingdom
|
$139M
|
+$47.1M
|
+800,348
|
+55%
|
|
|
68
|
Matson Money Inc
Mason,
Ohio
|
$128M
|
+$2.8M
|
+47,599
|
+2%
|
|
|
69
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$127M
|
-$7.22M
|
-122,696
|
-6%
|
|
|
70
|
Bell Bank
Fargo,
North Dakota
|
$126M
|
-$5.7M
|
-96,868
|
-5%
|
|
|
71
|
Passaic Partners
Newark,
New Jersey
|
$125M
|
-$15.5M
|
-262,741
|
-11%
|
|
|
72
|
Citizens Financial Group
Providence,
Rhode Island
|
$123M
|
-$10.4M
|
-176,858
|
-8%
|
|
|
73
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$120M
|
+$8.77M
|
+149,054
|
+8%
|
|
|
74
|
Pure Financial Advisors
San Diego,
California
|
$119M
|
+$13.6M
|
+230,423
|
+14%
|
|
|
75
|
Nuveen
Charlotte,
North Carolina
|
$117M
|
-$130M
|
-2,208,800
|
-54%
|
|
