|
26
|
Fiduciary Trust
Boston,
Massachusetts
|
$40.1M
|
-$6.91M
|
-134,374
|
-15%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.7M
|
+$7.2M
|
+140,119
|
+23%
|
|
|
28
|
Abbrea Capital
Greenbrae,
California
|
$37.6M
|
+$1.75M
|
+33,998
|
+5%
|
|
|
29
|
Adventist Health System West
Roseville,
California
|
$36.9M
|
–
|
–
|
–
|
|
|
30
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$36.1M
|
+$36M
|
+699,596
|
New
|
|
|
31
|
Colony Family Offices
Charlotte,
North Carolina
|
$35.6M
|
+$4.48M
|
+87,226
|
+14%
|
|
|
32
|
|
$31.5M
|
+$3.05M
|
+59,226
|
+11%
|
|
|
33
|
US Bancorp
Minneapolis,
Minnesota
|
$31.1M
|
-$2.82M
|
-54,756
|
-8%
|
|
|
34
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.5M
|
+$15.4M
|
+300,106
|
+110%
|
|
|
35
|
Jeppson Wealth Management
Manhattan Beach,
California
|
$29.3M
|
+$10.2M
|
+197,679
|
+53%
|
|
|
36
|
Credit Suisse
Zurich,
Switzerland
|
$27M
|
+$602K
|
+11,710
|
+2%
|
|
|
37
|
AssetMark Inc
Concord,
California
|
$26.9M
|
+$1.23M
|
+23,898
|
+5%
|
|
|
38
|
|
$26.3M
|
+$25.9M
|
+503,532
|
+8,635%
|
|
|
39
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$26.2M
|
–
|
–
|
–
|
|
|
40
|
Executive Wealth Management
Brighton,
Michigan
|
$25.7M
|
+$2.71M
|
+52,684
|
+12%
|
|
|
41
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$25.5M
|
+$1.87M
|
+36,298
|
+8%
|
|
|
42
|
Creative Planning
Overland Park,
Kansas
|
$24.6M
|
-$666K
|
-12,945
|
-3%
|
|
|
43
|
Compton Financial Group
Towson,
Maryland
|
$24.2M
|
+$1.3M
|
+25,283
|
+6%
|
|
|
44
|
|
$24.2M
|
+$4.21M
|
+81,913
|
+21%
|
|
|
45
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$23.7M
|
-$402K
|
-7,824
|
-2%
|
|
|
46
|
Cypress Capital
Franklin,
Tennessee
|
$23.6M
|
+$8.98M
|
+174,610
|
+62%
|
|
|
47
|
Bank of New York Mellon
New York
|
$22.6M
|
+$700K
|
+13,605
|
+3%
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
$22.1M
|
+$4.36M
|
+84,746
|
+25%
|
|
|
49
|
Clear Perspectives Financial Planning
Cincinnati,
Ohio
|
$22.1M
|
+$15.8M
|
+307,916
|
+255%
|
|
|
50
|
Capital One Financial
Mclean,
Virginia
|
$21.7M
|
-$3.31M
|
-64,310
|
-13%
|
|
