|
26
|
American Economic Planning Group
Warren,
New Jersey
|
$113M
|
-$3.29M
|
-32,212
|
-3%
|
|
|
27
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$111M
|
+$425K
|
+4,156
|
+0.4%
|
|
|
28
|
Atria Investments
Charlotte,
North Carolina
|
$111M
|
-$4.57M
|
-44,717
|
-4%
|
|
|
29
|
Opus Investment Management
Worcester,
Massachusetts
|
$107M
|
+$14.8M
|
+145,000
|
+16%
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$97.5M
|
-$2.84M
|
-27,783
|
-3%
|
|
|
31
|
Simon Charitable Public
Cleveland,
Ohio
|
$92.6M
|
+$385K
|
+3,762
|
+0.4%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$91.2M
|
+$8.48M
|
+82,979
|
+10%
|
|
|
33
|
First Business Financial Services
Madison,
Wisconsin
|
$89.4M
|
+$2.31M
|
+22,585
|
+3%
|
|
|
34
|
|
$89.1M
|
+$1.62M
|
+15,825
|
+2%
|
|
|
35
|
|
$86M
|
-$237M
|
-2,317,934
|
-73%
|
|
|
36
|
United Capital Financial Advisors
Irving,
Texas
|
$81.1M
|
+$2.84M
|
+27,768
|
+4%
|
|
|
37
|
Baker Avenue Asset Management
San Francisco,
California
|
$73.3M
|
+$18.4M
|
+180,268
|
+33%
|
|
|
38
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$72.8M
|
-$1.64M
|
-16,067
|
-2%
|
|
|
39
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$71.9M
|
-$131K
|
-1,277
|
-0.2%
|
|
|
40
|
Northern Trust
Chicago,
Illinois
|
$68.5M
|
+$30.3M
|
+296,778
|
+78%
|
|
|
41
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$60.8M
|
+$687K
|
+6,724
|
+1%
|
|
|
42
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$60.6M
|
+$324K
|
+3,173
|
+0.5%
|
|
|
43
|
Wedbush Securities
Los Angeles,
California
|
$59.5M
|
+$9.71M
|
+95,021
|
+19%
|
|
|
44
|
Schroder Investment Management Group
London,
United Kingdom
|
$59.4M
|
+$2.19M
|
+21,383
|
+4%
|
|
|
45
|
Regis Management Company
Menlo Park,
California
|
$55.9M
|
+$4.57M
|
+44,677
|
+9%
|
|
|
46
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$55.7M
|
+$16.7M
|
+163,553
|
+42%
|
|
|
47
|
Filament
Seattle,
Washington
|
$55.1M
|
-$1.04M
|
-10,183
|
-2%
|
|
|
48
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$51.8M
|
-$431K
|
-4,216
|
-0.8%
|
|
|
49
|
Vista Capital Partners
Portland,
Oregon
|
$49.5M
|
+$3.18M
|
+31,150
|
+7%
|
|
|
50
|
Cranberry Lake Advisors
Houston,
Texas
|
$48.8M
|
-$2.56M
|
-25,000
|
-5%
|
|
