|
51
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$64.8M
|
+$38.8M
|
+405,811
|
+153%
|
|
|
52
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$60.9M
|
-$2.82M
|
-29,470
|
-4%
|
|
|
53
|
Rebalance
Palo Alto,
California
|
$59.2M
|
+$2.81M
|
+29,401
|
+5%
|
|
|
54
|
Pennsylvania State University
University Park,
Pennsylvania
|
$57.1M
|
–
|
–
|
–
|
|
|
55
|
United Capital Financial Advisors
Irving,
Texas
|
$56.3M
|
-$2M
|
-20,878
|
-3%
|
|
|
56
|
Glenview Trust
Louisville,
Kentucky
|
$54.5M
|
+$1.95M
|
+20,415
|
+4%
|
|
|
57
|
State Street
Boston,
Massachusetts
|
$50.6M
|
+$25.6M
|
+267,787
|
+104%
|
|
|
58
|
|
$50.5M
|
+$50.1M
|
+523,931
|
New
|
|
|
59
|
Rockefeller Capital Management
New York
|
$50.1M
|
+$969K
|
+10,135
|
+2%
|
|
|
60
|
Citizens Financial Group
Providence,
Rhode Island
|
$47.5M
|
+$567K
|
+5,929
|
+1%
|
|
|
61
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$47.3M
|
+$1.18M
|
+12,378
|
+3%
|
|
|
62
|
Savant Capital
Rockford,
Illinois
|
$46.9M
|
+$38M
|
+397,244
|
+445%
|
|
|
63
|
Empirical Wealth Management
Seattle,
Washington
|
$46.3M
|
+$2.33M
|
+24,402
|
+5%
|
|
|
64
|
SCS Capital Management
Boston,
Massachusetts
|
$45.6M
|
-$116K
|
-1,211
|
-0.3%
|
|
|
65
|
MAI Capital Management
Independence,
Ohio
|
$45.5M
|
+$19.6M
|
+204,709
|
+77%
|
|
|
66
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$45.4M
|
+$1.66M
|
+17,359
|
+4%
|
|
|
67
|
Osborne Partners Capital Management
San Francisco,
California
|
$44.8M
|
-$2.02M
|
-21,138
|
-4%
|
|
|
68
|
Falcon Wealth Planning
Ontario,
California
|
$44.7M
|
+$2M
|
+20,936
|
+5%
|
|
|
69
|
M&T Bank
Buffalo,
New York
|
$41.5M
|
+$6.6M
|
+69,109
|
+19%
|
|
|
70
|
Nuveen
Charlotte,
North Carolina
|
$41.3M
|
+$1.45M
|
+15,167
|
+4%
|
|
|
71
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$41M
|
+$798K
|
+8,351
|
+2%
|
|
|
72
|
PGIM Custom Harvest
Newark,
New Jersey
|
$40.9M
|
+$963K
|
+10,079
|
+2%
|
|
|
73
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$39.9M
|
+$536K
|
+5,608
|
+1%
|
|
|
74
|
SEI Investments
Oaks,
Pennsylvania
|
$38.6M
|
+$97.1K
|
+1,016
|
+0.3%
|
|
|
75
|
Empowered Funds
Havertown,
Pennsylvania
|
$38.5M
|
+$14.7M
|
+153,518
|
+63%
|
|
