|
26
|
Summit Equities
Parsippany,
New Jersey
|
$126M
|
+$8.08M
|
+82,004
|
+7%
|
|
|
27
|
American Economic Planning Group
Warren,
New Jersey
|
$117M
|
+$740K
|
+7,508
|
+0.7%
|
|
|
28
|
Atria Investments
Charlotte,
North Carolina
|
$116M
|
-$813K
|
-8,249
|
-0.7%
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$111M
|
+$579K
|
+5,871
|
+0.5%
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$101M
|
-$17M
|
-172,330
|
-15%
|
|
|
31
|
Opus Investment Management
Worcester,
Massachusetts
|
$92.8M
|
+$19.4M
|
+197,200
|
+28%
|
|
|
32
|
Simon Charitable Public
Cleveland,
Ohio
|
$92.7M
|
+$386K
|
+3,914
|
+0.4%
|
|
|
33
|
|
$87.9M
|
+$816K
|
+8,281
|
+1%
|
|
|
34
|
First Business Financial Services
Madison,
Wisconsin
|
$87.6M
|
+$5.08M
|
+51,561
|
+6%
|
|
|
35
|
Envestnet Asset Management
Chicago,
Illinois
|
$83.2M
|
-$1.52M
|
-15,386
|
-2%
|
|
|
36
|
United Capital Financial Advisors
Irving,
Texas
|
$78.7M
|
+$6.4M
|
+64,904
|
+9%
|
|
|
37
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$74.9M
|
+$1.68M
|
+17,091
|
+2%
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$72.4M
|
+$7.15M
|
+72,519
|
+11%
|
|
|
39
|
|
$61.1M
|
-$43.4M
|
-440,000
|
-42%
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$60.6M
|
+$4.37M
|
+44,348
|
+8%
|
|
|
41
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$60.4M
|
+$1.51M
|
+15,309
|
+3%
|
|
|
42
|
Schroder Investment Management Group
London,
United Kingdom
|
$57.5M
|
+$80.3K
|
+815
|
+0.1%
|
|
|
43
|
Filament
Seattle,
Washington
|
$56.4M
|
+$944K
|
+9,575
|
+2%
|
|
|
44
|
Baker Avenue Asset Management
San Francisco,
California
|
$55.3M
|
+$3.29M
|
+33,372
|
+7%
|
|
|
45
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$52.5M
|
-$419K
|
-4,255
|
-0.8%
|
|
|
46
|
Regis Management Company
Menlo Park,
California
|
$51.7M
|
+$1.16M
|
+11,811
|
+2%
|
|
|
47
|
Cranberry Lake Advisors
Houston,
Texas
|
$51.6M
|
-$1.23M
|
-12,500
|
-2%
|
|
|
48
|
Wedbush Securities
Los Angeles,
California
|
$50.2M
|
+$13.6M
|
+138,026
|
+39%
|
|
|
49
|
Edelman Financial Services
Fairfax,
Virginia
|
$49.1M
|
+$650K
|
+6,590
|
+1%
|
|
|
50
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$48.1M
|
+$3.06M
|
+31,001
|
+7%
|
|
