|
26
|
Members Trust
Tampa,
Florida
|
$368M
|
+$18.5M
|
+136,907
|
+5%
|
|
|
27
|
SEI Investments
Oaks,
Pennsylvania
|
$366M
|
-$19.3M
|
-142,978
|
-5%
|
|
|
28
|
Mariner
Overland Park,
Kansas
|
$359M
|
+$15.9M
|
+117,989
|
+4%
|
|
|
29
|
Silicon Valley Community Foundation
Mountain View,
California
|
$352M
|
–
|
–
|
–
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$345M
|
+$33.7M
|
+249,053
|
+10%
|
|
|
31
|
EP Wealth Advisors
Torrance,
California
|
$307M
|
+$5.01M
|
+37,078
|
+2%
|
|
|
32
|
Angeles Investment Advisors
Santa Monica,
California
|
$292M
|
+$320M
|
+2,367,500
|
New
|
|
|
33
|
SCS Capital Management
Boston,
Massachusetts
|
$288M
|
-$62M
|
-458,614
|
-16%
|
|
|
34
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$281M
|
+$77.3M
|
+571,977
|
+34%
|
|
|
35
|
Permanens Capital
New York
|
$273M
|
+$57.3M
|
+424,290
|
+24%
|
|
|
36
|
Raymond James & Associates
St Petersburg,
Florida
|
$269M
|
+$12.6M
|
+93,330
|
+4%
|
|
|
37
|
Natixis Advisors
Boston,
Massachusetts
|
$239M
|
+$67.1M
|
+496,215
|
+35%
|
|
|
38
|
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
$232M
|
+$7.19M
|
+53,202
|
+3%
|
|
|
39
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$208M
|
+$5.6M
|
+41,468
|
+3%
|
|
|
40
|
Choreo LLC
Rockford,
Illinois
|
$192M
|
+$22.5M
|
+166,340
|
+12%
|
|
|
41
|
HighTower Advisors
Chicago,
Illinois
|
$189M
|
+$12.6M
|
+92,960
|
+6%
|
|
|
42
|
Mission Wealth Management
Santa Barbara,
California
|
$189M
|
+$8.75M
|
+64,771
|
+4%
|
|
|
43
|
AssetMark Inc
Concord,
California
|
$181M
|
-$17.7M
|
-130,855
|
-8%
|
|
|
44
|
MML Investors Services
Springfield,
Massachusetts
|
$167M
|
+$14.1M
|
+104,577
|
+8%
|
|
|
45
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$161M
|
+$9.08M
|
+67,205
|
+5%
|
|
|
46
|
Foster Group
West Des Moines,
Iowa
|
$153M
|
-$889K
|
-6,580
|
-0.5%
|
|
|
47
|
Stifel Financial
St. Louis,
Missouri
|
$146M
|
-$1.55M
|
-11,501
|
-1%
|
|
|
48
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$146M
|
+$854K
|
+6,320
|
+0.5%
|
|
|
49
|
Modera Wealth Management
Westwood,
New Jersey
|
$141M
|
-$11.6M
|
-85,940
|
-7%
|
|
|
50
|
Mather Group
Chicago,
Illinois
|
$134M
|
+$1.55M
|
+11,486
|
+1%
|
|
