|
26
|
Wells Fargo
San Francisco,
California
|
$113M
|
+$3.04M
|
+31,793
|
+3%
|
|
|
27
|
Summit Equities
Parsippany,
New Jersey
|
$113M
|
+$111M
|
+1,160,955
|
New
|
|
|
28
|
Atria Investments
Charlotte,
North Carolina
|
$112M
|
+$56.3K
|
+588
|
+0.1%
|
|
|
29
|
American Economic Planning Group
Warren,
New Jersey
|
$111M
|
-$67.1K
|
-701
|
-0.1%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$106M
|
+$8.87M
|
+92,664
|
+9%
|
|
|
31
|
|
$101M
|
+$99.6M
|
+1,040,000
|
New
|
|
|
32
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$96.5M
|
+$5.54M
|
+57,899
|
+6%
|
|
|
33
|
Simon Charitable Public
Cleveland,
Ohio
|
$88.4M
|
+$15.4M
|
+160,839
|
+22%
|
|
|
34
|
|
$83.4M
|
-$5.65M
|
-59,006
|
-6%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$81.2M
|
-$29.4M
|
-307,194
|
-27%
|
|
|
36
|
First Business Financial Services
Madison,
Wisconsin
|
$78.9M
|
-$2.21M
|
-23,077
|
-3%
|
|
|
37
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$70.8M
|
+$68.8M
|
+718,506
|
New
|
|
|
38
|
Opus Investment Management
Worcester,
Massachusetts
|
$69.7M
|
+$12.4M
|
+130,000
|
+22%
|
|
|
39
|
United Capital Financial Advisors
Irving,
Texas
|
$69M
|
+$63.2M
|
+660,067
|
+1,370%
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$62.3M
|
+$4.62M
|
+48,260
|
+8%
|
|
|
41
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$56.4M
|
+$1.75M
|
+18,314
|
+3%
|
|
|
42
|
Schroder Investment Management Group
London,
United Kingdom
|
$55M
|
+$30.8M
|
+321,486
|
+132%
|
|
|
43
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$53.7M
|
+$4.38M
|
+45,770
|
+9%
|
|
|
44
|
Filament
Seattle,
Washington
|
$53.1M
|
+$517K
|
+5,399
|
+1%
|
|
|
45
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$50.7M
|
-$1.99M
|
-20,745
|
-4%
|
|
|
46
|
Cranberry Lake Advisors
Houston,
Texas
|
$50.7M
|
-$4.79M
|
-50,000
|
-9%
|
|
|
47
|
Baker Avenue Asset Management
San Francisco,
California
|
$49.7M
|
+$7.08M
|
+73,920
|
+17%
|
|
|
48
|
Regis Management Company
Menlo Park,
California
|
$48.3M
|
+$1.32M
|
+13,820
|
+3%
|
|
|
49
|
Edelman Financial Services
Fairfax,
Virginia
|
$46.4M
|
+$785K
|
+8,197
|
+2%
|
|
|
50
|
Bailard
Foster City,
California
|
$44.9M
|
+$125K
|
+1,306
|
+0.3%
|
|
