1 | CAPTRUST | Raleigh, N.C. | $46,321,715 | 26-50% |
2 | Financial Engines Advisors LLC | Sunnyvale, Calif. | $121,687 | 0-10% |
3 | Brown Advisory | Baltimore | $5,680,431 | 26-50% |
4 | Hall Capital Partners LLC | San Francisco | $191,013,438 | 51-75% |
5 | Virtus Investment Advisers, Inc. | Hartford, Conn. | $250,257,890 | 26-50% |
6 | Hirtle, Callaghan & Co., LLC | Conshohocken, Pa. | $5,526,818 | 11-25% |
7 | Chevy Chase Trust Company | Bethesda, Md. | $6,410,149 | 76-99% |
8 | United Capital Financial Advisers | Newport Beach, Calif. | $317,016 | 26-50% |
9 | Edelman Financial Services, LLC | Fairfax, Va. | $213,159 | 11-25% |
10 | Moneta Group Investment Advisors, LLC | St. Louis | $661,914 | 51-75% |
11 | Advanced Capital Group | Minneapolis | $53,884,518 | 26-50% |
12 | Veritable LP | Newtown Square, Pa. | $4,530,996 | 51-75% |
13 | Oxford Financial Group, Ltd | Carmel, Ind. | $1,603,328 | 76-99% |
14 | Plante Moran Financial Advisors | Southfield, Mich. | $5,030,475 | 51-75% |
15 | Guided Choice Asset Management, Inc. | San Diego | $82,362 | 11-25% |
16 | CTC myCFO, LLC | Palo Alto, Calif. | $5,376,774 | 76-99% |
17 | BBR Partners, LLC | New York | $4,254,858 | 76-99% |
18 | Private Advisor Group, LLC | Morristown, N.J. | $219,166 | 0-10% |
19 | Brownson, Rehmus & Foxworth | Chicago | $18,777,823 | 76-99% |
20 | Newport Capital Group, LLC | Red Bank, N.J. | $29,479,671 | 51-75% |
21 | Kayne Anderson Rudnick Investment Management, LLC | Los Angeles | $658,234 | 51-75% |
22 | AT Investment Advisers, Inc. | Chicago | $2,016,567 | 26-50% |
23 | Aspiriant, LLC | Los Angeles | $1,321,706 | 76-99% |
24 | Offit Capital | New York | $28,977,586 | 51-75% |
25 | GenSpring Family Offices, LLC | Jupiter, Fla. | $1,267,220 | 51-75% |
26 | Shepherd Kaplan LLC | Boston | $3,695,087 | 76-99% |
27 | Johnson Investment Counsel, Inc. | Cincinnati | $965,017 | 11-25% |
28 | TAG Associates LLC | New York | $6,851,096 | 51-75% |
29 | Beacon Pointe Advisors, LLC | Newport Beach, Calif. | $1,411,917 | 26-50% |
30 | Boston Private Wealth LLC | Boston | $976,444 | 26-50% |
31 | Everett Harris & Co. | Los Angeles | $4,645,054 | 76-99% |
32 | Bel Air Investment Advisors LLC | Los Angeles | $4,759,723 | 76-99% |
33 | Ronald Blue & Co., LLC | Roswell, Ga. | $403,778 | 26-50% |
34 | Harvest Volatility Management, LLC | New York | $10,258,678 | 76-99% |
35 | Mercer Global Advisors Inc. | Santa Barbara, Calif. | $326,626 | 26-50% |
36 | Athena Capital Advisors LLC | Lincoln, Mass. | $13,450,028 | 76-99% |
37 | Ballentine Partners | Waltham, Mass. | $1,774,210 | 76-99% |
38 | Baker Street Advisors, LLC | San Francisco | $3,283,333 | 76-99% |
39 | Global Financial Private Capital, LLC | Sarasota, Fla. | $87,959 | 11-25% |
40 | Loring, Wolcott & Coolidge Fiduciary Advisors, LLP | Boston | $2,136,673 | 76-99% |
41 | KLS Professional Advisors Group, LLC | New York | $613,464 | 76-99% |
42 | RSM US Wealth Management LLC | Minneapolis | $445,636 | 26-50% |
43 | Clarfeld | Tarrytown, N.Y. | $1,226,995 | 76-99% |
44 | myCIO Wealth Partners, LLC | Philadelphia | $998,502 | 76-99% |
45 | GW & Wade, LLC | Wellesley, Mass. | $641,026 | 51-75% |
46 | East End Advisors, LLC | New York | $227,185,499 | 51-75% |
47 | Tiedemann Wealth Management, LLC | New York | $3,292,738 | 76-99% |
48 | Avalon Advisors LLC | Houston | $1,420,986 | 76-99% |
49 | Mason Investment Advisory Services Inc | Reston, Va. | $4,682,547 | 76-99% |
50 | Mill Creek Capital Advisors, LLC | Conshohocken, Pa. | $15,329,376 | 76-99% |
51 | Ottawa Avenue Private Capital, LLC | Grand Rapids, Mich. | $62,620,072 | 76-99% |
52 | Convergent Wealth Advisors, LLC | Potomac, Md. | $1,585,088 | 76-99% |
53 | Greycourt & Co., Inc. | Pittsburgh | $73,900,282 | 76-99% |
54 | Tolleson Private Wealth Management | Dallas | $1,560,131 | 76-99% |
55 | Douglas C. Lane & Associates | New York | $968,496 | 51-75% |
56 | Finaccess Advisors, LLC | Miami | $28,676,621 | 51-75% |
57 | RGT Wealth Advisors | Dallas | $884,707 | 76-99% |
58 | Ferguson Wellman Capital Management, Inc. | Portland, Ore. | $1,786,222 | 76-99% |
59 | WE Family Offices | Miami | $60,533,326 | 100% |
60 | CV Advisors LLC | Aventura, Fla. | $41,085,894 | 76-99% |
61 | Savant Capital Management | Rockford, Ill. | $1,070,544 | 51-75% |
62 | Seven Post Investment Office LP | San Francisco | $11,233,592 | 76-99% |
63 | HPM Partners LLC | New York | $7,296,875 | 76-99% |
64 | Resources Investment Advisors | Overland Park, Kan. | $1,062,669 | 11-25% |
65 | Sontag Advisory LLC | New York | $817,783 | 51-75% |
66 | Homrich Berg | Atlanta | $703,667 | 76-99% |
67 | Presidio Capital Advisors LLC | San Francisco | $15,376,148 | 76-99% |
68 | Chilton Investment Services, LLC | Stamford, Conn. | $3,700,301 | 26-50% |
69 | Welch & Forbes LLC | Boston | $1,549,443 | 51-75% |
70 | Strategic Investment Counsel Corp | Dallas | $83,872,243 | 0-10% |
71 | Northside Capital Management LLC | Hood River, Ore. | $10,880,387 | 51-75% |
72 | Hewins Financial Advisors, LLC | Redwood City, Calif. | $914,147 | 26-50% |
73 | SEIA | Los Angeles | $449,900 | 76-99% |
74 | Wetherby Asset Management | San Francisco | $1,202,536 | 76-99% |
75 | Wealth Enhancement Advisory Services, LLC | Minneapolis | $155,560 | 0-10% |
76 | Halbert Hargrove | Long Beach, Calif. | $1,171,476 | 76-99% |
77 | Forbes Family Trust, LGL Partners, LLC | West Conshohocken, Pa. | $6,423,454 | 76-99% |
78 | Gofen and Glossberg, L.L.C. | Chicago | $1,251,708 | 51-75% |
79 | Rehmann Financial | Lansing, Mich. | $737,743 | 11-25% |
80 | KCM Investment Advisors | San Rafael, Calif. | $1,760,476 | 51-75% |
81 | BC Advisors, LLC | Mount Laurel, N.J. | $30,766,666 | 51-75% |
82 | Vantage Investment Partners, LLC | Kansas City, Mo. | $10,020,976 | 76-99% |
83 | Iron Capital Advisors Inc. | Atlanta | $3,881,465 | 0-10% |
84 | Evanson Asset Management, LLC | Carmel, Calif. | $693,680 | 76-99% |
85 | Bartlett & Co. LLC | Cincinnati | $2,897,613 | 76-99% |
86 | LS Investment Advisors, LLC | Bloomfield Hills, Mich. | $7,725,733 | 51-75% |
87 | Signature Family Wealth Advisors | Norfolk, Va. | $3,238,740 | 76-99% |
88 | Freestone Capital Management, LLC | Seattle | $2,027,295 | 26-50% |
89 | Dowling & Yahnke, LLC | San Diego | $817,999 | 51-75% |
90 | Brave Warrior Advisors, LLC | New York | $10,649,373 | 76-99% |
91 | B|O|S | San Francisco | $999,432 | 51-75% |
92 | Davis R M Inc | Portland, Maine | $700,348 | 51-75% |
93 | CWM, LLC | Omaha, Neb. | $211,176 | 0-10% |
94 | Cornerstone Advisors Inc | Bellevue, Wash. | $812,386 | 76-99% |
95 | Linden Global Strategies LLC | New York | $31,617,464 | 76-99% |
96 | Balasa Dinverno Foltz LLC | Itasca, Ill. | $658,505 | 51-75% |
97 | Heck Capital Advisors, LLC | Rhinelander, Wis. | $1,761,359 | 11-25% |
98 | Orgel Wealth Management, LLC | Altoona, Wis. | $431,536 | 26-50% |
99 | Plancorp, LLC | St. Louis | $538,072 | 76-99% |
100 | LourdMurray | Beverly Hills, Calif. | $2,041,653 | 51-75% |
