|
201
|
Epstein & White Financial
San Diego,
California
|
$60.6M
|
+$2.42M
|
+8,153
|
+4%
|
|
|
202
|
Geneos Wealth Management
Englewood,
Colorado
|
$60.1M
|
-$60.3K
|
-203
|
-0.1%
|
|
|
203
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$59.9M
|
-$406M
|
-1,365,456
|
-87%
|
|
|
204
|
Flinton Capital Management
Philadelphia,
Pennsylvania
|
$59.9M
|
-$5.09M
|
-17,108
|
-8%
|
|
|
205
|
Banco Santander
Madrid,
Spain
|
$59.7M
|
-$31.6M
|
-106,274
|
-35%
|
|
|
206
|
|
$58.5M
|
+$29.2M
|
+98,137
|
+100%
|
|
|
207
|
Commerce Bank
Kansas City,
Missouri
|
$58.2M
|
+$1.89M
|
+6,366
|
+3%
|
|
|
208
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$57.2M
|
+$3.65M
|
+12,265
|
+7%
|
|
|
209
|
Wharton Business Group
Malvern,
Pennsylvania
|
$56.7M
|
-$468K
|
-1,573
|
-0.8%
|
|
|
210
|
McNamara Financial Services
Marshfield,
Massachusetts
|
$56.2M
|
-$283K
|
-952
|
-0.5%
|
|
|
211
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$55.2M
|
+$426K
|
+1,434
|
+0.8%
|
|
|
212
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$55.2M
|
+$1.51M
|
+5,079
|
+3%
|
|
|
213
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$55.1M
|
-$1.4M
|
-4,706
|
-2%
|
|
|
214
|
Montag & Associates
Atlanta,
Georgia
|
$54.9M
|
-$2.63M
|
-8,832
|
-5%
|
|
|
215
|
Cambridge Associates
Boston,
Massachusetts
|
$54.6M
|
-$1.69M
|
-5,688
|
-3%
|
|
|
216
|
BOK Financial
Tulsa,
Oklahoma
|
$54.6M
|
-$280K
|
-943
|
-0.5%
|
|
|
217
|
BSW Wealth Partners
Boulder,
Colorado
|
$53.6M
|
+$479K
|
+1,611
|
+0.9%
|
|
|
218
|
Home Federal Bank of Tennessee
Knoxville,
Tennessee
|
$53.3M
|
+$600K
|
+2,019
|
+1%
|
|
|
219
|
ALPS Advisors
Denver,
Colorado
|
$53.1M
|
-$577K
|
-1,940
|
-1%
|
|
|
220
|
Janiczek Wealth Management
Denver,
Colorado
|
$52.2M
|
+$4.15M
|
+13,961
|
+9%
|
|
|
221
|
University of Chicago
Chicago,
Illinois
|
$51.3M
|
-$6.22M
|
-20,935
|
-11%
|
|
|
222
|
Physician Wealth Advisors
Midvale,
Utah
|
$50.5M
|
+$47.7M
|
+160,419
|
New
|
|
|
223
|
Courier Capital
Buffalo,
New York
|
$49.7M
|
+$163K
|
+547
|
+0.3%
|
|
|
224
|
Steward Partners Investment Advisory
New York
|
$49.6M
|
+$5.46M
|
+18,378
|
+12%
|
|
|
225
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$49.3M
|
–
|
–
|
–
|
|
