|
51
|
Allworth Financial
Folsom,
California
|
$113M
|
-$337M
|
-2,416,441
|
-75%
|
|
|
52
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$111M
|
-$2.22M
|
-15,903
|
-2%
|
|
|
53
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$108M
|
–
|
–
|
–
|
|
|
54
|
WMS Partners
Towson,
Maryland
|
$107M
|
-$19.1K
|
-137
|
-0%
|
|
|
55
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$105M
|
–
|
–
|
–
|
|
|
56
|
Bank of New York Mellon
New York
|
$103M
|
+$22.2M
|
+159,173
|
+28%
|
|
|
57
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$102M
|
+$4.4M
|
+31,570
|
+5%
|
|
|
58
|
Carlson Capital Management
Northfield,
Minnesota
|
$97.8M
|
+$1.74M
|
+12,481
|
+2%
|
|
|
59
|
Tanglewood Wealth Management
Houston,
Texas
|
$93.8M
|
+$13M
|
+93,487
|
+16%
|
|
|
60
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$87.9M
|
+$3.96M
|
+28,400
|
+5%
|
|
|
61
|
Sequoia Financial Advisors
Akron,
Ohio
|
$87.6M
|
+$1.1M
|
+7,915
|
+1%
|
|
|
62
|
United Capital Financial Advisors
Irving,
Texas
|
$83.9M
|
+$8.19M
|
+58,692
|
+11%
|
|
|
63
|
Edelman Financial Services
Fairfax,
Virginia
|
$83.6M
|
-$126K
|
-906
|
-0.2%
|
|
|
64
|
Filament
Seattle,
Washington
|
$82.9M
|
+$3.58M
|
+25,664
|
+5%
|
|
|
65
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$82.6M
|
-$5.45M
|
-39,065
|
-6%
|
|
|
66
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$81.4M
|
+$21.2M
|
+151,859
|
+36%
|
|
|
67
|
BB&T Securities
Richmond,
Virginia
|
$80.9M
|
+$6.84M
|
+49,033
|
+9%
|
|
|
68
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$78.5M
|
+$12.7M
|
+90,760
|
+19%
|
|
|
69
|
Private Advisor Group
Morristown,
New Jersey
|
$78.5M
|
-$18.8M
|
-134,730
|
-19%
|
|
|
70
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$78M
|
-$1.59M
|
-11,425
|
-2%
|
|
|
71
|
Jones Financial Companies
Des Peres,
Missouri
|
$76.5M
|
+$647K
|
+4,638
|
+0.9%
|
|
|
72
|
AdvicePeriod
Los Angeles,
California
|
$71.6M
|
+$24.4M
|
+174,552
|
+52%
|
|
|
73
|
Verus Financial Partners
Richmond,
Virginia
|
$68M
|
+$1.74M
|
+12,507
|
+3%
|
|
|
74
|
Bailard
Foster City,
California
|
$67.5M
|
+$429K
|
+3,076
|
+0.6%
|
|
|
75
|
Cerity Partners OCIO
New York
|
$66.9M
|
+$841K
|
+6,027
|
+1%
|
|
