|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$72.2M
|
-$3.94M
|
-146,420
|
-5%
|
|
|
27
|
Linscomb Wealth
Houston,
Texas
|
$71.5M
|
+$2.16M
|
+80,115
|
+3%
|
|
|
28
|
BOK Financial
Tulsa,
Oklahoma
|
$67.1M
|
+$1.11M
|
+41,435
|
+2%
|
|
|
29
|
ALPS Advisors
Denver,
Colorado
|
$65.3M
|
-$1.73M
|
-64,175
|
-3%
|
|
|
30
|
Acropolis Investment Management
St. Louis,
Missouri
|
$61.4M
|
+$1.68M
|
+62,620
|
+3%
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$57.6M
|
+$5.53M
|
+205,650
|
+11%
|
|
|
32
|
Eastern Bank
Boston,
Massachusetts
|
$57M
|
+$5.26M
|
+195,655
|
+10%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$53.7M
|
+$3.18M
|
+118,090
|
+6%
|
|
|
34
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$47.7M
|
-$1.81M
|
-67,435
|
-4%
|
|
|
35
|
Comerica Bank
Dallas,
Texas
|
$47.4M
|
+$984K
|
+36,590
|
+2%
|
|
|
36
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$47M
|
-$374K
|
-13,910
|
-0.8%
|
|
|
37
|
|
$46.9M
|
-$1.78M
|
-66,010
|
-4%
|
|
|
38
|
Efficient Market Advisors
San Diego,
California
|
$45.4M
|
+$2.22M
|
+82,425
|
+5%
|
|
|
39
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$44.2M
|
-$959K
|
-35,635
|
-2%
|
|
|
40
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$42M
|
-$25K
|
-930
|
-0.1%
|
|
|
41
|
Ballentine Partners
Waltham,
Massachusetts
|
$39.5M
|
-$338K
|
-12,545
|
-0.9%
|
|
|
42
|
CKW Financial Group
Honolulu,
Hawaii
|
$39M
|
+$2.7M
|
+100,195
|
+8%
|
|
|
43
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$38.4M
|
-$349K
|
-12,965
|
-0.9%
|
|
|
44
|
Modera Wealth Management
Westwood,
New Jersey
|
$37.1M
|
+$871K
|
+32,365
|
+2%
|
|
|
45
|
Principal Financial Group
Des Moines,
Iowa
|
$36.3M
|
+$874K
|
+32,500
|
+3%
|
|
|
46
|
Lazard Asset Management
New York
|
$35.5M
|
-$3.37M
|
-125,100
|
-9%
|
|
|
47
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$34M
|
-$753K
|
-28,000
|
-2%
|
|
|
48
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$33.6M
|
+$164K
|
+6,105
|
+0.5%
|
|
|
49
|
Lenox Wealth Advisors
New York
|
$33.1M
|
+$2.96M
|
+110,080
|
+10%
|
|
|
50
|
Destination Wealth Management
Walnut Creek,
California
|
$32M
|
-$20.6K
|
-765
|
-0.1%
|
|
