|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$430M
|
+$12.1M
|
+84,384
|
+3%
|
|
|
27
|
Charles Schwab
San Francisco,
California
|
$395M
|
+$410M
|
+2,862,740
|
New
|
|
|
28
|
Members Trust
Tampa,
Florida
|
$392M
|
-$14.9M
|
-104,252
|
-4%
|
|
|
29
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$388M
|
-$78M
|
-544,552
|
-16%
|
|
|
30
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$382M
|
-$9.89M
|
-69,015
|
-2%
|
|
|
31
|
Churchill Management
Los Angeles,
California
|
$349M
|
-$5.93M
|
-41,385
|
-2%
|
|
|
32
|
EP Wealth Advisors
Torrance,
California
|
$330M
|
+$333M
|
+2,324,846
|
+3,419%
|
|
|
33
|
United Capital Financial Advisors
Irving,
Texas
|
$308M
|
-$123M
|
-857,001
|
-28%
|
|
|
34
|
Raymond James & Associates
St Petersburg,
Florida
|
$291M
|
-$3.29M
|
-22,929
|
-1%
|
|
|
35
|
Avantax Advisory Services
Dallas,
Texas
|
$283M
|
+$242M
|
+1,690,253
|
+464%
|
|
|
36
|
HighTower Advisors
Chicago,
Illinois
|
$262M
|
+$4.96M
|
+34,594
|
+2%
|
|
|
37
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$261M
|
-$25.2M
|
-175,600
|
-8%
|
|
|
38
|
AssetMark Inc
Concord,
California
|
$258M
|
-$1.3M
|
-9,048
|
-0.5%
|
|
|
39
|
Mission Wealth Management
Santa Barbara,
California
|
$257M
|
+$14.3M
|
+99,981
|
+6%
|
|
|
40
|
Permanens Capital
New York
|
$245M
|
+$51.6M
|
+359,872
|
+25%
|
|
|
41
|
Choreo LLC
Rockford,
Illinois
|
$245M
|
+$2.14M
|
+14,940
|
+0.8%
|
|
|
42
|
|
$235M
|
+$2.08M
|
+14,548
|
+0.9%
|
|
|
43
|
Retirement Investment Advisors
Oklahoma City,
Oklahoma
|
$228M
|
+$68.7M
|
+479,399
|
+41%
|
|
|
44
|
SCS Capital Management
Boston,
Massachusetts
|
$220M
|
-$11M
|
-76,805
|
-5%
|
|
|
45
|
Natixis Advisors
Boston,
Massachusetts
|
$205M
|
+$76.6M
|
+534,540
|
+56%
|
|
|
46
|
Trustees of Dartmouth College
Hanover,
New Hampshire
|
$199M
|
-$20.6M
|
-144,000
|
-9%
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
$189M
|
-$2.21M
|
-15,413
|
-1%
|
|
|
48
|
Facet Wealth Inc
Baltimore,
Maryland
|
$185M
|
-$6.16M
|
-42,998
|
-3%
|
|
|
49
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$180M
|
-$21.7M
|
-151,689
|
-10%
|
|
|
50
|
Foster Group
West Des Moines,
Iowa
|
$172M
|
+$498K
|
+3,479
|
+0.3%
|
|
