|
51
|
Regis Management Company
Menlo Park,
California
|
$58.1M
|
-$435K
|
-4,200
|
-0.8%
|
|
|
52
|
Filament
Seattle,
Washington
|
$57.7M
|
+$64.1K
|
+619
|
+0.1%
|
|
|
53
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$56.5M
|
+$2.19M
|
+21,154
|
+4%
|
|
|
54
|
Private Advisor Group
Morristown,
New Jersey
|
$55.9M
|
+$11.2M
|
+108,416
|
+26%
|
|
|
55
|
Cranberry Lake Advisors
Houston,
Texas
|
$54.3M
|
+$3.1M
|
+30,000
|
+6%
|
|
|
56
|
Vista Capital Partners
Portland,
Oregon
|
$52.8M
|
+$951K
|
+9,193
|
+2%
|
|
|
57
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$52.4M
|
+$3.02M
|
+29,185
|
+6%
|
|
|
58
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$51M
|
+$4.54M
|
+43,913
|
+10%
|
|
|
59
|
Edelman Financial Services
Fairfax,
Virginia
|
$50.7M
|
-$315K
|
-3,042
|
-0.6%
|
|
|
60
|
|
$45.6M
|
+$44.5M
|
+430,000
|
New
|
|
|
61
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$43.5M
|
+$4.38M
|
+42,292
|
+11%
|
|
|
62
|
Bailard
Foster City,
California
|
$42.7M
|
-$390K
|
-3,772
|
-0.9%
|
|
|
63
|
Brinker Capital
Berwyn,
Pennsylvania
|
$39.8M
|
-$730K
|
-7,057
|
-2%
|
|
|
64
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$39.2M
|
+$38.3M
|
+370,158
|
New
|
|
|
65
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$38.9M
|
+$284K
|
+2,743
|
+0.8%
|
|
|
66
|
Linscomb Wealth
Houston,
Texas
|
$38.6M
|
-$1.11M
|
-10,725
|
-3%
|
|
|
67
|
Regions Financial Corp
Birmingham,
Alabama
|
$38M
|
+$3.5M
|
+33,823
|
+10%
|
|
|
68
|
Carlson Capital Management
Northfield,
Minnesota
|
$37.9M
|
-$40.3K
|
-389
|
-0.1%
|
|
|
69
|
MDE Group
Morristown,
New Jersey
|
$36.8M
|
+$899K
|
+8,692
|
+3%
|
|
|
70
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$35.6M
|
–
|
–
|
–
|
|
|
71
|
VSR Financial Services
Overland Park,
Kansas
|
$34.2M
|
+$4.84M
|
+46,769
|
+17%
|
|
|
72
|
Ameriprise
Minneapolis,
Minnesota
|
$34M
|
+$12.2M
|
+118,190
|
+58%
|
|
|
73
|
Bank of Hawaii
Honolulu,
Hawaii
|
$33.3M
|
+$2.56M
|
+24,727
|
+9%
|
|
|
74
|
Beacon Trust
Morristown,
New Jersey
|
$32.7M
|
+$1.25M
|
+12,061
|
+4%
|
|
|
75
|
Cerity Partners OCIO
New York
|
$31.8M
|
+$3.24M
|
+31,282
|
+12%
|
|
