|
51
|
WMS Partners
Towson,
Maryland
|
$103M
|
-$2.35M
|
-16,725
|
-2%
|
|
|
52
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$101M
|
–
|
–
|
–
|
|
|
53
|
Personal Capital Advisors
Redwood City,
California
|
$100M
|
+$16.9M
|
+120,391
|
+19%
|
|
|
54
|
Private Advisor Group
Morristown,
New Jersey
|
$94M
|
+$14.5M
|
+103,690
|
+18%
|
|
|
55
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$93.8M
|
+$33M
|
+235,070
|
+52%
|
|
|
56
|
Carlson Capital Management
Northfield,
Minnesota
|
$92.8M
|
+$484K
|
+3,451
|
+0.5%
|
|
|
57
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$85.2M
|
-$2.17M
|
-15,493
|
-2%
|
|
|
58
|
Sequoia Financial Advisors
Akron,
Ohio
|
$83.6M
|
+$5.32M
|
+37,970
|
+7%
|
|
|
59
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$81.1M
|
-$2.03M
|
-14,500
|
-2%
|
|
|
60
|
Edelman Financial Services
Fairfax,
Virginia
|
$81M
|
+$6.94M
|
+49,505
|
+9%
|
|
|
61
|
Bank of New York Mellon
New York
|
$78.3M
|
+$23.8M
|
+170,041
|
+42%
|
|
|
62
|
Tanglewood Wealth Management
Houston,
Texas
|
$78M
|
+$9.35M
|
+66,696
|
+13%
|
|
|
63
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$77M
|
-$11.3M
|
-80,756
|
-12%
|
|
|
64
|
Filament
Seattle,
Washington
|
$76.7M
|
+$557K
|
+3,976
|
+0.7%
|
|
|
65
|
Jones Financial Companies
Des Peres,
Missouri
|
$73.4M
|
+$781K
|
+5,568
|
+1%
|
|
|
66
|
United Capital Financial Advisors
Irving,
Texas
|
$73.2M
|
-$11.7M
|
-83,280
|
-13%
|
|
|
67
|
BB&T Securities
Richmond,
Virginia
|
$71.5M
|
+$11M
|
+78,415
|
+17%
|
|
|
68
|
Bailard
Foster City,
California
|
$64.8M
|
-$829K
|
-5,912
|
-1%
|
|
|
69
|
|
$64.1M
|
+$61.2M
|
+436,601
|
+1,213%
|
|
|
70
|
Verus Financial Partners
Richmond,
Virginia
|
$64M
|
-$1.79M
|
-12,798
|
-3%
|
|
|
71
|
Cerity Partners OCIO
New York
|
$63.9M
|
-$656K
|
-4,679
|
-1%
|
|
|
72
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$63.6M
|
+$14.6M
|
+104,079
|
+29%
|
|
|
73
|
HighTower Advisors
Chicago,
Illinois
|
$63.6M
|
+$2.66M
|
+18,976
|
+4%
|
|
|
74
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$62.9M
|
+$4.22M
|
+30,122
|
+7%
|
|
|
75
|
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
|
$60.4M
|
+$225K
|
+1,608
|
+0.4%
|
|
