|
51
|
Foster Group
West Des Moines,
Iowa
|
$436M
|
+$1.85M
|
+5,849
|
+0.4%
|
|
|
52
|
Fidelity Investments
Boston,
Massachusetts
|
$425M
|
+$21.5M
|
+68,148
|
+6%
|
|
|
53
|
Truepoint Inc
Cincinnati,
Ohio
|
$397M
|
-$2.65M
|
-8,391
|
-0.7%
|
|
|
54
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$387M
|
-$3.92M
|
-12,405
|
-1%
|
|
|
55
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$383M
|
-$12.3M
|
-38,840
|
-3%
|
|
|
56
|
Private Advisor Group
Morristown,
New Jersey
|
$381M
|
-$1.78M
|
-5,623
|
-0.5%
|
|
|
57
|
Symetra Investment Management
Farmington,
Connecticut
|
$379M
|
+$35.4M
|
+111,955
|
+11%
|
|
|
58
|
Wealthcare Capital Management
Richmond,
Virginia
|
$374M
|
-$13.8M
|
-43,609
|
-4%
|
|
|
59
|
Vista Capital Partners
Portland,
Oregon
|
$365M
|
-$1.1M
|
-3,483
|
-0.3%
|
|
|
60
|
IEQ Capital
Foster City,
California
|
$357M
|
+$111M
|
+352,150
|
+48%
|
|
|
61
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$355M
|
-$130K
|
-412
|
-0%
|
|
|
62
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$345M
|
+$57.3M
|
+181,299
|
+21%
|
|
|
63
|
Novo Holdings A/S
Hellerup,
Denmark
|
$341M
|
–
|
–
|
–
|
|
|
64
|
AssetMark Inc
Concord,
California
|
$338M
|
-$9.45M
|
-29,903
|
-3%
|
|
|
65
|
Rockefeller Capital Management
New York
|
$314M
|
+$104M
|
+329,026
|
+53%
|
|
|
66
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$310M
|
+$859K
|
+2,720
|
+0.3%
|
|
|
67
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$309M
|
+$30.7M
|
+97,160
|
+12%
|
|
|
68
|
Plancorp LLC
Saint Louis,
Missouri
|
$307M
|
+$38.7M
|
+122,520
|
+15%
|
|
|
69
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$306M
|
+$7.06M
|
+22,344
|
+2%
|
|
|
70
|
AQR Capital Management
Greenwich,
Connecticut
|
$295M
|
+$72.4M
|
+229,303
|
+34%
|
|
|
71
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$291M
|
+$2.89M
|
+9,150
|
+1%
|
|
|
72
|
Gibson Capital
Wexford,
Pennsylvania
|
$287M
|
-$2.72M
|
-8,626
|
-1%
|
|
|
73
|
Oxford Financial Group
Carmel,
Indiana
|
$282M
|
-$3.93M
|
-12,436
|
-1%
|
|
|
74
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$282M
|
-$18.8M
|
-59,585
|
-6%
|
|
|
75
|
Caprock Group
Boise,
Idaho
|
$280M
|
+$278M
|
+879,552
|
New
|
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