|
26
|
|
$138M
|
+$30.9M
|
+517,044
|
+29%
|
|
|
27
|
Morningstar Investment Services
Chicago,
Illinois
|
$129M
|
+$5.67M
|
+94,971
|
+5%
|
|
|
28
|
Charles Schwab
San Francisco,
California
|
$124M
|
-$4.39M
|
-73,524
|
-3%
|
|
|
29
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$123M
|
+$95.7M
|
+1,603,634
|
+369%
|
|
|
30
|
Foster Group
West Des Moines,
Iowa
|
$123M
|
+$2.06M
|
+34,520
|
+2%
|
|
|
31
|
Bank of New York Mellon
New York
|
$123M
|
-$1.83M
|
-30,650
|
-1%
|
|
|
32
|
Mather Group
Chicago,
Illinois
|
$112M
|
-$136M
|
-2,276,263
|
-55%
|
|
|
33
|
Corient Private Wealth
Miami,
Florida
|
$110M
|
+$75M
|
+1,256,405
|
+223%
|
|
|
34
|
Gitterman Wealth Management
Edison,
New Jersey
|
$108M
|
+$53M
|
+887,800
|
+99%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$102M
|
+$19.1M
|
+320,835
|
+23%
|
|
|
36
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$98M
|
+$884K
|
+14,816
|
+0.9%
|
|
|
37
|
|
$92.3M
|
+$51.3M
|
+859,460
|
+129%
|
|
|
38
|
Bangor Savings Bank
Bangor,
Maine
|
$86.3M
|
+$2.57M
|
+43,103
|
+3%
|
|
|
39
|
First Interstate Bank
Billings,
Montana
|
$82.6M
|
-$53.9M
|
-903,944
|
-40%
|
|
|
40
|
Jordan Park Group
San Francisco,
California
|
$80.5M
|
-$8.38M
|
-140,410
|
-10%
|
|
|
41
|
Valeo Financial Advisors
Carmel,
Indiana
|
$80M
|
+$5.99M
|
+100,417
|
+8%
|
|
|
42
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$79.1M
|
+$120K
|
+2,017
|
+0.2%
|
|
|
43
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$77.6M
|
+$5.93M
|
+99,300
|
+8%
|
|
|
44
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$68.9M
|
-$2M
|
-33,503
|
-3%
|
|
|
45
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$68.1M
|
+$68M
|
+1,138,826
|
New
|
|
|
46
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$67.9M
|
–
|
–
|
–
|
|
|
47
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$66.2M
|
+$5.37M
|
+90,027
|
+9%
|
|
|
48
|
Valmark Advisers
Akron,
Ohio
|
$64.8M
|
+$3.55M
|
+59,508
|
+6%
|
|
|
49
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$63.4M
|
+$3.9M
|
+65,375
|
+7%
|
|
|
50
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$61.2M
|
+$413K
|
+6,916
|
+0.7%
|
|
