|
26
|
Choate Investment Advisors
Boston,
Massachusetts
|
$58.4M
|
+$62.7M
|
+1,464,985
|
New
|
|
|
27
|
Ballentine Partners
Waltham,
Massachusetts
|
$57.4M
|
-$14.6M
|
-340,008
|
-19%
|
|
|
28
|
Franklin Resources
San Mateo,
California
|
$56.2M
|
+$48.4M
|
+1,129,650
|
+406%
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$53M
|
-$13M
|
-302,412
|
-19%
|
|
|
30
|
FutureAdvisor
San Francisco,
California
|
$52.2M
|
+$14.5M
|
+338,381
|
+35%
|
|
|
31
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$46.2M
|
+$23.5M
|
+548,542
|
+90%
|
|
|
32
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$44.5M
|
+$7.01M
|
+163,757
|
+17%
|
|
|
33
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$40.8M
|
+$23.1M
|
+540,204
|
New
|
|
|
34
|
|
$38.6M
|
+$41.5M
|
+967,999
|
New
|
|
|
35
|
Savant Capital
Rockford,
Illinois
|
$36.8M
|
+$3.48M
|
+81,365
|
+10%
|
|
|
36
|
Stairway Partners
Chicago,
Illinois
|
$35.5M
|
+$3.06M
|
+71,462
|
+9%
|
|
|
37
|
Accredited Investors
Edina,
Minnesota
|
$34M
|
+$36.5M
|
+851,705
|
New
|
|
|
38
|
|
$33.9M
|
+$11.5M
|
+269,121
|
+46%
|
|
|
39
|
AssetMark Inc
Concord,
California
|
$32.8M
|
+$1.81M
|
+42,326
|
+5%
|
|
|
40
|
Destination Wealth Management
Walnut Creek,
California
|
$32.3M
|
+$5.17M
|
+120,635
|
+18%
|
|
|
41
|
Modera Wealth Management
Westwood,
New Jersey
|
$30.1M
|
+$17.8M
|
+415,256
|
+123%
|
|
|
42
|
Cedar Hill Associates
Chicago,
Illinois
|
$28.4M
|
-$770K
|
-17,985
|
-2%
|
|
|
43
|
|
$27.7M
|
+$453K
|
+10,576
|
+2%
|
|
|
44
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$27.6M
|
–
|
–
|
–
|
|
|
45
|
Federated Hermes
Pittsburgh,
Pennsylvania
|
$27.5M
|
+$4.01M
|
+93,650
|
+16%
|
|
|
46
|
Stifel Financial
St. Louis,
Missouri
|
$26.5M
|
+$1.8M
|
+42,097
|
+7%
|
|
|
47
|
Alesco Advisors
Pittsford,
New York
|
$25.1M
|
+$8.18M
|
+191,047
|
+44%
|
|
|
48
|
Wellington Management Group
Boston,
Massachusetts
|
$22.9M
|
+$12.4M
|
+289,221
|
+101%
|
|
|
49
|
Teachers Advisors
New York
|
$21.2M
|
+$6.97M
|
+162,800
|
+44%
|
|
|
50
|
BOK Financial Private Wealth
Denver,
Colorado
|
$20.3M
|
-$3.3M
|
-76,938
|
-13%
|
|
