|
26
|
Nuveen
Charlotte,
North Carolina
|
$48.4M
|
+$29.7M
|
+365,300
|
+145%
|
|
|
27
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$45.6M
|
-$900K
|
-11,071
|
-2%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$45.2M
|
-$745K
|
-9,166
|
-2%
|
|
|
29
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$45.2M
|
-$1.49M
|
-18,362
|
-3%
|
|
|
30
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$42.3M
|
+$41.9M
|
+515,436
|
+2,172%
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$41.7M
|
-$15.2M
|
-186,574
|
-26%
|
|
|
32
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$39M
|
-$1.23M
|
-15,154
|
-3%
|
|
|
33
|
Wells Fargo
San Francisco,
California
|
$37.3M
|
+$9.25M
|
+113,825
|
+31%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$37.3M
|
-$39.5M
|
-485,890
|
-50%
|
|
|
35
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$36.8M
|
+$1.81M
|
+22,285
|
+5%
|
|
|
36
|
Baker Avenue Asset Management
San Francisco,
California
|
$35M
|
+$150K
|
+1,839
|
+0.4%
|
|
|
37
|
Plancorp LLC
Saint Louis,
Missouri
|
$34.3M
|
-$34.9K
|
-429
|
-0.1%
|
|
|
38
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$31.8M
|
+$202K
|
+2,479
|
+0.6%
|
|
|
39
|
MAI Capital Management
Independence,
Ohio
|
$29.5M
|
+$760K
|
+9,349
|
+3%
|
|
|
40
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$29.4M
|
-$636K
|
-7,824
|
-2%
|
|
|
41
|
Mercer Global Advisors
Denver,
Colorado
|
$28.8M
|
+$5.32M
|
+65,489
|
+22%
|
|
|
42
|
Bear Mountain Capital
Seattle,
Washington
|
$28.2M
|
+$675K
|
+8,306
|
+3%
|
|
|
43
|
Choreo LLC
Rockford,
Illinois
|
$24.6M
|
-$904K
|
-11,120
|
-3%
|
|
|
44
|
Arvest Bank Trust Division
Dewey,
Oklahoma
|
$24.6M
|
-$396K
|
-4,865
|
-2%
|
|
|
45
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$23.7M
|
+$6.62M
|
+81,371
|
+37%
|
|
|
46
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$23.3M
|
+$210K
|
+2,580
|
+0.9%
|
|
|
47
|
Pure Financial Advisors
San Diego,
California
|
$23M
|
+$362K
|
+4,452
|
+2%
|
|
|
48
|
Ballentine Partners
Waltham,
Massachusetts
|
$22.8M
|
-$207K
|
-2,547
|
-0.9%
|
|
|
49
|
Citadel Advisors
Miami,
Florida
|
$22.6M
|
+$23.4M
|
+287,647
|
New
|
|
|
50
|
Stifel Financial
St. Louis,
Missouri
|
$19.7M
|
+$140K
|
+1,726
|
+0.7%
|
|
