|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$43.9M
|
+$7.42M
|
+154,354
|
+20%
|
|
|
27
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$42.8M
|
–
|
–
|
–
|
|
|
28
|
Wealthcare Capital Management
Richmond,
Virginia
|
$41.3M
|
+$1.43M
|
+29,814
|
+4%
|
|
|
29
|
Harding Loevner
Bridgewater,
New Jersey
|
$40.5M
|
+$41.5M
|
+863,551
|
New
|
|
|
30
|
TD Ameritrade Trust
Denver,
Colorado
|
$36.8M
|
+$2.94M
|
+61,142
|
+8%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.2M
|
-$26.9M
|
-559,988
|
-42%
|
|
|
32
|
Tanglewood Wealth Management
Houston,
Texas
|
$35.6M
|
-$7.73M
|
-160,973
|
-17%
|
|
|
33
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$35.4M
|
–
|
–
|
–
|
|
|
34
|
|
$34.9M
|
–
|
–
|
–
|
|
|
35
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$32.7M
|
-$1.18M
|
-24,629
|
-3%
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$31.8M
|
-$3.7M
|
-77,036
|
-10%
|
|
|
37
|
Pinnacle Associates
New York
|
$30.8M
|
-$2.25M
|
-46,837
|
-7%
|
|
|
38
|
Aspiriant LLC
Los Angeles,
California
|
$30.1M
|
-$105K
|
-2,188
|
-0.3%
|
|
|
39
|
HSBC Holdings
London,
United Kingdom
|
$29.4M
|
-$7.21K
|
-150
|
-0%
|
|
|
40
|
Allianz Asset Management
Munich,
Germany
|
$28.4M
|
+$29.1M
|
+605,298
|
New
|
|
|
41
|
Raffa Wealth Management
Washington,
District of Columbia
|
$28.2M
|
+$276K
|
+5,736
|
+1%
|
|
|
42
|
D.A. Davidson & Co
Great Falls,
Montana
|
$27.7M
|
-$134K
|
-2,786
|
-0.5%
|
|
|
43
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$26.3M
|
+$27M
|
+561,783
|
New
|
|
|
44
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$24.5M
|
+$281K
|
+5,858
|
+1%
|
|
|
45
|
Boston Private Bank & Trust
Boston,
Massachusetts
|
$23.9M
|
+$1.94M
|
+40,411
|
+9%
|
|
|
46
|
Rand Wealth
Baltimore,
Maryland
|
$22.8M
|
-$153K
|
-3,176
|
-0.7%
|
|
|
47
|
LPL Financial
San Diego,
California
|
$21.9M
|
-$740K
|
-15,393
|
-3%
|
|
|
48
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$21.2M
|
+$269K
|
+5,600
|
+1%
|
|
|
49
|
Homrich & Berg
Atlanta,
Georgia
|
$20.7M
|
+$4.85M
|
+100,857
|
+30%
|
|
|
50
|
Huntington National Bank
Columbus,
Ohio
|
$20.6M
|
–
|
–
|
–
|
|
