|
26
|
Envestnet Asset Management
Chicago,
Illinois
|
$136M
|
+$31.4M
|
+293,680
|
+30%
|
|
|
27
|
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
$117M
|
–
|
–
|
–
|
|
|
28
|
American Economic Planning Group
Warren,
New Jersey
|
$117M
|
+$118K
|
+1,101
|
+0.1%
|
|
|
29
|
|
$117M
|
+$36.9M
|
+345,919
|
+46%
|
|
|
30
|
Atria Investments
Charlotte,
North Carolina
|
$116M
|
-$626K
|
-5,860
|
-0.5%
|
|
|
31
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$115M
|
-$2.61M
|
-24,446
|
-2%
|
|
|
32
|
First Business Financial Services
Madison,
Wisconsin
|
$106M
|
+$6.04M
|
+56,535
|
+6%
|
|
|
33
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$101M
|
-$13.8M
|
-129,267
|
-12%
|
|
|
34
|
Opus Investment Management
Worcester,
Massachusetts
|
$99.5M
|
-$21.8M
|
-203,845
|
-18%
|
|
|
35
|
United Capital Financial Advisors
Irving,
Texas
|
$99.2M
|
+$6.71M
|
+62,874
|
+7%
|
|
|
36
|
|
$99.1M
|
+$1.06M
|
+9,892
|
+1%
|
|
|
37
|
Northern Trust
Chicago,
Illinois
|
$98.1M
|
+$15.3M
|
+143,282
|
+19%
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$88.1M
|
+$31.4M
|
+294,388
|
+56%
|
|
|
39
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$80.1M
|
+$3.45M
|
+32,277
|
+5%
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$80M
|
+$8.23M
|
+77,033
|
+12%
|
|
|
41
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$79.1M
|
-$4.15M
|
-38,818
|
-5%
|
|
|
42
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$76.2M
|
-$549K
|
-5,143
|
-0.7%
|
|
|
43
|
|
$71.1M
|
–
|
–
|
–
|
|
|
44
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$66.9M
|
-$12M
|
-112,183
|
-15%
|
|
|
45
|
Regis Management Company
Menlo Park,
California
|
$65.7M
|
+$6.9M
|
+64,612
|
+12%
|
|
|
46
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$64.9M
|
+$13.2M
|
+123,573
|
+26%
|
|
|
47
|
Schroder Investment Management Group
London,
United Kingdom
|
$62.9M
|
+$547K
|
+5,126
|
+0.9%
|
|
|
48
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$62.4M
|
+$3.52M
|
+32,953
|
+6%
|
|
|
49
|
Filament
Seattle,
Washington
|
$58.1M
|
-$248K
|
-2,320
|
-0.4%
|
|
|
50
|
Vista Capital Partners
Portland,
Oregon
|
$57.7M
|
+$4.24M
|
+39,689
|
+8%
|
|
