|
26
|
ESL Trust Services
Rochester,
New York
|
$54.4M
|
+$3.15M
|
+45,040
|
+7%
|
|
|
27
|
Atwood & Palmer
Kansas City,
Missouri
|
$54.1M
|
+$1.45M
|
+20,700
|
+3%
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$53.1M
|
+$11.5M
|
+164,858
|
+30%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$51.5M
|
-$3.2M
|
-45,750
|
-6%
|
|
|
30
|
|
$51.2M
|
+$2.37M
|
+33,920
|
+5%
|
|
|
31
|
Versant Capital Management
Phoenix,
Arizona
|
$48M
|
-$365K
|
-5,213
|
-0.8%
|
|
|
32
|
BSW Wealth Partners
Boulder,
Colorado
|
$46M
|
+$1.76M
|
+25,177
|
+4%
|
|
|
33
|
HUB Investment Partners
Austin,
Texas
|
$44.9M
|
+$18.7M
|
+267,212
|
+79%
|
|
|
34
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$43.9M
|
+$10M
|
+143,135
|
+32%
|
|
|
35
|
CGN Advisors
Manhattan,
Kansas
|
$42.9M
|
+$3.86M
|
+55,164
|
+11%
|
|
|
36
|
Cresset Asset Management
Chicago,
Illinois
|
$41.6M
|
+$4.11M
|
+58,817
|
+12%
|
|
|
37
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$40.8M
|
-$5.37M
|
-76,822
|
-12%
|
|
|
38
|
Apella Capital
West Hartford,
Connecticut
|
$39.8M
|
+$9.27M
|
+132,600
|
+32%
|
|
|
39
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$39.8M
|
-$14.4M
|
-205,599
|
-28%
|
|
|
40
|
Mercer Global Advisors
Denver,
Colorado
|
$38.2M
|
-$46.2M
|
-660,093
|
-56%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.3M
|
+$2.04M
|
+29,189
|
+6%
|
|
|
42
|
Correct Capital Wealth Management
Clayton,
Missouri
|
$36.8M
|
+$11.5M
|
+165,010
|
+50%
|
|
|
43
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$36.8M
|
+$2.08M
|
+29,749
|
+6%
|
|
|
44
|
Raymond James Financial
St Petersburg,
Florida
|
$34.6M
|
+$4.62M
|
+66,035
|
+16%
|
|
|
45
|
Journey Strategic Wealth
Summit,
New Jersey
|
$32.9M
|
+$15.3M
|
+218,829
|
+97%
|
|
|
46
|
Bridgewater Advisors
New York
|
$32.9M
|
+$1.98M
|
+28,290
|
+7%
|
|
|
47
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$32M
|
+$1.24M
|
+17,768
|
+4%
|
|
|
48
|
Bank of New York Mellon
New York
|
$31.9M
|
+$7.13M
|
+101,903
|
+31%
|
|
|
49
|
Quantum Financial Advisors
El Segundo,
California
|
$31.8M
|
-$221K
|
-3,156
|
-0.7%
|
|
|
50
|
IAM Advisory
Easton,
Pennsylvania
|
$29.9M
|
+$15M
|
+214,294
|
+113%
|
|
