|
51
|
Fidelity Investments
Boston,
Massachusetts
|
$457M
|
+$22.2M
|
+66,599
|
+5%
|
|
|
52
|
Foster Group
West Des Moines,
Iowa
|
$450M
|
+$4.41M
|
+13,248
|
+1%
|
|
|
53
|
AQR Capital Management
Greenwich,
Connecticut
|
$411M
|
+$109M
|
+327,757
|
+36%
|
|
|
54
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$410M
|
+$56.9M
|
+171,156
|
+16%
|
|
|
55
|
IEQ Capital
Foster City,
California
|
$402M
|
+$36.3M
|
+109,235
|
+10%
|
|
|
56
|
Truepoint Inc
Cincinnati,
Ohio
|
$400M
|
-$5.59M
|
-16,803
|
-1%
|
|
|
57
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$386M
|
-$5.41M
|
-16,258
|
-1%
|
|
|
58
|
Private Advisor Group
Morristown,
New Jersey
|
$382M
|
-$6.8M
|
-20,444
|
-2%
|
|
|
59
|
Symetra Investment Management
Farmington,
Connecticut
|
$382M
|
-$5.34M
|
-16,045
|
-1%
|
|
|
60
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$373M
|
-$22.2M
|
-66,734
|
-6%
|
|
|
61
|
Vista Capital Partners
Portland,
Oregon
|
$372M
|
-$680K
|
-2,045
|
-0.2%
|
|
|
62
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$369M
|
+$1.42M
|
+4,271
|
+0.4%
|
|
|
63
|
Wealthcare Capital Management
Richmond,
Virginia
|
$367M
|
-$14.6M
|
-43,994
|
-4%
|
|
|
64
|
Rockefeller Capital Management
New York
|
$358M
|
+$37.5M
|
+112,734
|
+12%
|
|
|
65
|
Plancorp LLC
Saint Louis,
Missouri
|
$345M
|
+$31.6M
|
+95,126
|
+10%
|
|
|
66
|
AssetMark Inc
Concord,
California
|
$342M
|
-$3.05M
|
-9,171
|
-0.9%
|
|
|
67
|
Elm Partners Management
Philadelphia,
Pennsylvania
|
$334M
|
+$18.2M
|
+54,790
|
+6%
|
|
|
68
|
Wealthspire Advisors (New York)
New York
|
$331M
|
-$340M
|
-1,021,823
|
-51%
|
|
|
69
|
|
$328M
|
+$188M
|
+566,436
|
+138%
|
|
|
70
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$321M
|
+$4.27M
|
+12,842
|
+1%
|
|
|
71
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$316M
|
+$3.58M
|
+10,757
|
+1%
|
|
|
72
|
Caprock Group
Boise,
Idaho
|
$300M
|
+$4.98M
|
+14,955
|
+2%
|
|
|
73
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$294M
|
+$22.6M
|
+68,019
|
+8%
|
|
|
74
|
Gibson Capital
Wexford,
Pennsylvania
|
$289M
|
-$4.57M
|
-13,742
|
-2%
|
|
|
75
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$275M
|
-$474K
|
-1,425
|
-0.2%
|
|
