|
26
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$43.5M
|
+$143K
|
+2,509
|
+0.3%
|
|
|
27
|
Forum Financial Management
Lombard,
Illinois
|
$41.5M
|
-$5.15M
|
-90,444
|
-11%
|
|
|
28
|
Bank of New York Mellon
New York
|
$41.2M
|
+$5.16M
|
+90,682
|
+14%
|
|
|
29
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$40M
|
-$390K
|
-6,853
|
-0.9%
|
|
|
30
|
Raymond James Financial
St Petersburg,
Florida
|
$40M
|
+$2M
|
+35,231
|
+5%
|
|
|
31
|
Focus Partners Wealth
Boston,
Massachusetts
|
$39.9M
|
-$607K
|
-10,665
|
-1%
|
|
|
32
|
|
$39M
|
-$888K
|
-15,600
|
-2%
|
|
|
33
|
|
$33.3M
|
-$10.1M
|
-177,425
|
-23%
|
|
|
34
|
Harvest Portfolios Group
Oakville,
Ontario, Canada
|
$32.5M
|
-$8.14M
|
-142,980
|
-20%
|
|
|
35
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31.9M
|
+$2.38M
|
+41,767
|
+8%
|
|
|
36
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$31.8M
|
+$1.14M
|
+20,000
|
+4%
|
|
|
37
|
Dunhill Financial
London,
United Kingdom
|
$31.3M
|
–
|
–
|
–
|
|
|
38
|
Facet Wealth Inc
Baltimore,
Maryland
|
$31M
|
+$4.43M
|
+77,868
|
+16%
|
|
|
39
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$30.7M
|
+$5.72M
|
+100,442
|
+22%
|
|
|
40
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$29.9M
|
-$1.51M
|
-26,503
|
-5%
|
|
|
41
|
Mercer Global Advisors
Denver,
Colorado
|
$27.7M
|
-$1.3M
|
-22,867
|
-4%
|
|
|
42
|
Wealthfront Advisers
Palo Alto,
California
|
$27.1M
|
-$1.82M
|
-32,070
|
-6%
|
|
|
43
|
Manning & Napier Advisors
Fairport,
New York
|
$26.7M
|
+$9.42M
|
+165,623
|
+53%
|
|
|
44
|
Rockefeller Capital Management
New York
|
$26.4M
|
+$25.8M
|
+453,023
|
+2,288%
|
|
|
45
|
Tortoise Investment Management
White Plains,
New York
|
$24.5M
|
+$667K
|
+11,720
|
+3%
|
|
|
46
|
First Financial Bankshares
Abilene,
Texas
|
$23.2M
|
+$311K
|
+5,469
|
+1%
|
|
|
47
|
Checchi Capital Advisers
Beverly Hills,
California
|
$22.8M
|
+$2.21M
|
+38,874
|
+11%
|
|
|
48
|
Principal Securities
Des Moines,
Iowa
|
$21.2M
|
+$1.1M
|
+19,371
|
+5%
|
|
|
49
|
49 Wealth Management
Austin,
Texas
|
$20.1M
|
+$681K
|
+11,965
|
+3%
|
|
|
50
|
Nottingham Advisors
Amherst,
New York
|
$19.8M
|
-$1.94M
|
-34,162
|
-9%
|
|
