|
26
|
Windham Capital Management
Boston,
Massachusetts
|
$109M
|
-$144M
|
-1,366,987
|
-55%
|
|
|
27
|
American Economic Planning Group
Warren,
New Jersey
|
$108M
|
+$160K
|
+1,520
|
+0.1%
|
|
|
28
|
Atria Investments
Charlotte,
North Carolina
|
$106M
|
+$650K
|
+6,189
|
+0.6%
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$99.4M
|
-$3.8M
|
-36,219
|
-3%
|
|
|
30
|
Opus Investment Management
Worcester,
Massachusetts
|
$98.3M
|
+$4.72M
|
+45,000
|
+5%
|
|
|
31
|
Envestnet Asset Management
Chicago,
Illinois
|
$97.7M
|
-$54.2M
|
-516,735
|
-34%
|
|
|
32
|
|
$91M
|
+$524K
|
+4,989
|
+0.5%
|
|
|
33
|
First Business Financial Services
Madison,
Wisconsin
|
$86.3M
|
-$10.3M
|
-98,378
|
-10%
|
|
|
34
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$80M
|
+$7.55M
|
+71,941
|
+10%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$78.7M
|
+$2.03M
|
+19,350
|
+2%
|
|
|
36
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$78.6M
|
+$16.9M
|
+160,689
|
+25%
|
|
|
37
|
|
$76.9M
|
+$992K
|
+9,452
|
+1%
|
|
|
38
|
|
$73.7M
|
-$8.77M
|
-83,500
|
-10%
|
|
|
39
|
Regis Management Company
Menlo Park,
California
|
$71.1M
|
+$6.36M
|
+60,600
|
+9%
|
|
|
40
|
Private Advisor Group
Morristown,
New Jersey
|
$69.6M
|
-$16M
|
-152,883
|
-18%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$63.2M
|
-$13M
|
-124,249
|
-16%
|
|
|
42
|
Vista Capital Partners
Portland,
Oregon
|
$60.2M
|
+$3.89M
|
+37,068
|
+6%
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$57.3M
|
+$8.01M
|
+76,264
|
+15%
|
|
|
44
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$55.4M
|
+$1.96M
|
+18,635
|
+3%
|
|
|
45
|
Schroder Investment Management Group
London,
United Kingdom
|
$54.8M
|
–
|
–
|
–
|
|
|
46
|
Convergent Wealth Advisors
Potomac,
Maryland
|
$53.5M
|
+$7.53M
|
+71,753
|
+15%
|
|
|
47
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$53.2M
|
-$3.75M
|
-35,738
|
-6%
|
|
|
48
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$52.3M
|
+$2.76M
|
+26,256
|
+5%
|
|
|
49
|
Brown Advisory
Baltimore,
Maryland
|
$52.1M
|
+$15.8M
|
+150,252
|
+40%
|
|
|
50
|
Filament
Seattle,
Washington
|
$51.7M
|
-$907K
|
-8,637
|
-2%
|
|
