|
51
|
First Allied Advisory Services
San Diego,
California
|
$129M
|
+$7.27M
|
+49,405
|
+6%
|
|
|
52
|
Gibson Capital
Wexford,
Pennsylvania
|
$129M
|
+$6.47M
|
+43,959
|
+5%
|
|
|
53
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$129M
|
+$10.6M
|
+72,170
|
+9%
|
|
|
54
|
Bank of New York Mellon
New York
|
$126M
|
+$15.5M
|
+105,303
|
+14%
|
|
|
55
|
Arden Trust
Wilmington,
Delaware
|
$124M
|
-$3.36M
|
-22,857
|
-3%
|
|
|
56
|
Opus Investment Management
Worcester,
Massachusetts
|
$121M
|
–
|
–
|
–
|
|
|
57
|
Allworth Financial
Folsom,
California
|
$118M
|
-$2.22M
|
-15,111
|
-2%
|
|
|
58
|
United Capital Financial Advisors
Irving,
Texas
|
$114M
|
+$23.9M
|
+162,300
|
+27%
|
|
|
59
|
WMS Partners
Towson,
Maryland
|
$113M
|
-$808K
|
-5,487
|
-0.7%
|
|
|
60
|
AdvicePeriod
Los Angeles,
California
|
$112M
|
+$35.5M
|
+241,020
|
+47%
|
|
|
61
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$112M
|
+$3.66M
|
+24,895
|
+3%
|
|
|
62
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$111M
|
–
|
–
|
–
|
|
|
63
|
Carlson Capital Management
Northfield,
Minnesota
|
$106M
|
+$1.76M
|
+11,935
|
+2%
|
|
|
64
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$105M
|
+$20.9M
|
+142,077
|
+25%
|
|
|
65
|
|
$105M
|
+$74.6M
|
+506,646
|
+263%
|
|
|
66
|
Tanglewood Wealth Management
Houston,
Texas
|
$102M
|
+$1.55M
|
+10,565
|
+2%
|
|
|
67
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$96.9M
|
+$9.96M
|
+67,659
|
+12%
|
|
|
68
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$93.7M
|
–
|
–
|
–
|
|
|
69
|
BB&T Securities
Richmond,
Virginia
|
$92.7M
|
+$6.35M
|
+43,181
|
+7%
|
|
|
70
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$91.6M
|
+$53.9M
|
+366,294
|
+149%
|
|
|
71
|
Filament
Seattle,
Washington
|
$90.5M
|
+$1.64M
|
+11,158
|
+2%
|
|
|
72
|
Edelman Financial Services
Fairfax,
Virginia
|
$87.5M
|
-$1.64M
|
-11,173
|
-2%
|
|
|
73
|
Parkwood LLC
Cleveland,
Ohio
|
$86.8M
|
+$85.4M
|
+580,300
|
New
|
|
|
74
|
Sequoia Financial Advisors
Akron,
Ohio
|
$86M
|
-$7.27M
|
-49,407
|
-8%
|
|
|
75
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$83M
|
-$5.01M
|
-34,058
|
-6%
|
|
