|
51
|
Wealthcare Capital Management
Richmond,
Virginia
|
$339M
|
-$16M
|
-55,090
|
-4%
|
|
|
52
|
Truepoint Inc
Cincinnati,
Ohio
|
$338M
|
-$4.1M
|
-14,122
|
-1%
|
|
|
53
|
Fidelity Investments
Boston,
Massachusetts
|
$324M
|
+$27.4M
|
+94,198
|
+9%
|
|
|
54
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$324M
|
-$11.6M
|
-39,774
|
-3%
|
|
|
55
|
Corient Private Wealth
Miami,
Florida
|
$311M
|
-$81.7M
|
-281,170
|
-20%
|
|
|
56
|
Vista Capital Partners
Portland,
Oregon
|
$311M
|
-$1.17M
|
-4,039
|
-0.4%
|
|
|
57
|
Focus Partners Wealth
Boston,
Massachusetts
|
$309M
|
-$81.3M
|
-279,855
|
-20%
|
|
|
58
|
Private Advisor Group
Morristown,
New Jersey
|
$306M
|
-$310M
|
-1,068,373
|
-49%
|
|
|
59
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$294M
|
+$16.9M
|
+58,034
|
+6%
|
|
|
60
|
Ritholtz Wealth Management
New York
|
$293M
|
+$66.7M
|
+229,658
|
+28%
|
|
|
61
|
Novo Holdings A/S
Hellerup,
Denmark
|
$285M
|
–
|
–
|
–
|
|
|
62
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$264M
|
+$2.93M
|
+10,101
|
+1%
|
|
|
63
|
Symetra Investment Management
Farmington,
Connecticut
|
$260M
|
+$42.1M
|
+144,800
|
+18%
|
|
|
64
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$248M
|
+$358K
|
+1,233
|
+0.1%
|
|
|
65
|
First Business Financial Services
Madison,
Wisconsin
|
$248M
|
+$6.82M
|
+23,486
|
+3%
|
|
|
66
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$247M
|
-$13.8M
|
-47,487
|
-5%
|
|
|
67
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$246M
|
-$4.24M
|
-14,581
|
-2%
|
|
|
68
|
Gibson Capital
Wexford,
Pennsylvania
|
$244M
|
-$6.34M
|
-21,833
|
-2%
|
|
|
69
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$244M
|
-$2.98M
|
-10,242
|
-1%
|
|
|
70
|
Caprock Group
Boise,
Idaho
|
$239M
|
-$9.93M
|
-34,186
|
-4%
|
|
|
71
|
Cresset Asset Management
Chicago,
Illinois
|
$233M
|
-$2.89M
|
-9,947
|
-1%
|
|
|
72
|
|
$229M
|
+$1.41M
|
+4,847
|
+0.6%
|
|
|
73
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$227M
|
+$12.2M
|
+42,122
|
+5%
|
|
|
74
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$226M
|
-$979K
|
-3,369
|
-0.4%
|
|
|
75
|
Stephens Inc
Little Rock,
Arkansas
|
$225M
|
-$10M
|
-34,567
|
-4%
|
|
