|
26
|
Colony Group
Boston,
Massachusetts
|
$178M
|
+$3.08M
|
+20,063
|
+2%
|
|
|
27
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$175M
|
-$9.87M
|
-64,302
|
-5%
|
|
|
28
|
Brown Advisory
Baltimore,
Maryland
|
$165M
|
+$524K
|
+3,417
|
+0.3%
|
|
|
29
|
Zions Bancorporation
Salt Lake City,
Utah
|
$142M
|
+$9.71M
|
+63,252
|
+7%
|
|
|
30
|
Joel Isaacson & Co
New York
|
$137M
|
+$3.13M
|
+20,411
|
+2%
|
|
|
31
|
Trek Financial
Scottsdale,
Arizona
|
$134M
|
+$116M
|
+757,118
|
+697%
|
|
|
32
|
Modera Wealth Management
Westwood,
New Jersey
|
$127M
|
+$4.68M
|
+30,505
|
+4%
|
|
|
33
|
Atria Investments
Charlotte,
North Carolina
|
$116M
|
+$97.6M
|
+635,694
|
+561%
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$113M
|
+$53.9M
|
+350,993
|
+92%
|
|
|
35
|
Mariner
Overland Park,
Kansas
|
$110M
|
+$2.07M
|
+13,483
|
+2%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$109M
|
+$2.58M
|
+16,784
|
+2%
|
|
|
37
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$102M
|
-$2.74M
|
-17,880
|
-3%
|
|
|
38
|
Berkshire Money Management
Dalton,
Massachusetts
|
$102M
|
+$6.42M
|
+41,857
|
+7%
|
|
|
39
|
Aspiriant LLC
Los Angeles,
California
|
$99.4M
|
+$8.42M
|
+54,846
|
+9%
|
|
|
40
|
Venturi Wealth Management
Austin,
Texas
|
$95M
|
+$94.2M
|
+613,559
|
New
|
|
|
41
|
Mercer Global Advisors
Denver,
Colorado
|
$88.5M
|
+$2.72M
|
+17,693
|
+3%
|
|
|
42
|
William Blair & Company
Chicago,
Illinois
|
$87.5M
|
-$4.91M
|
-32,021
|
-5%
|
|
|
43
|
|
$87.2M
|
+$2.3M
|
+14,992
|
+3%
|
|
|
44
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$83.3M
|
-$246K
|
-1,606
|
-0.3%
|
|
|
45
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$82.1M
|
-$4.78M
|
-31,175
|
-6%
|
|
|
46
|
Two Sigma Advisers
New York
|
$80M
|
+$798K
|
+5,200
|
+1%
|
|
|
47
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$78.4M
|
+$9.17M
|
+59,720
|
+13%
|
|
|
48
|
Stokes Family Office
New Orleans,
Louisiana
|
$77.6M
|
-$5.04M
|
-32,861
|
-6%
|
|
|
49
|
MML Investors Services
Springfield,
Massachusetts
|
$76.8M
|
+$3.54M
|
+23,036
|
+5%
|
|
|
50
|
Private Advisor Group
Morristown,
New Jersey
|
$75.4M
|
+$3.01M
|
+19,610
|
+4%
|
|
