|
51
|
PDS Planning
Dublin,
Ohio
|
$44.3M
|
+$2.61M
|
+53,003
|
+6%
|
|
|
52
|
Eclectic Associates
Fullerton,
California
|
$43.2M
|
+$891K
|
+18,095
|
+2%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$39.4M
|
+$4.94M
|
+100,398
|
+14%
|
|
|
54
|
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
|
$38.5M
|
+$38.3M
|
+777,344
|
New
|
|
|
55
|
|
$38.2M
|
+$5.45M
|
+110,699
|
+17%
|
|
|
56
|
Corient Private Wealth
Miami,
Florida
|
$37.2M
|
-$2.57M
|
-52,197
|
-7%
|
|
|
57
|
Northern Trust
Chicago,
Illinois
|
$36.2M
|
+$35.3M
|
+718,068
|
+5,694%
|
|
|
58
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$35.6M
|
+$944K
|
+19,188
|
+3%
|
|
|
59
|
Hantz Financial Services
Southfield,
Michigan
|
$35.5M
|
-$2.53M
|
-51,358
|
-7%
|
|
|
60
|
UBS Group
Zurich,
Switzerland
|
$35.2M
|
+$6.5M
|
+132,054
|
+23%
|
|
|
61
|
NewEdge Advisors
New Orleans,
Louisiana
|
$34.1M
|
-$257K
|
-5,220
|
-0.8%
|
|
|
62
|
Valmark Advisers
Akron,
Ohio
|
$32.5M
|
+$492K
|
+9,997
|
+2%
|
|
|
63
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$32.4M
|
+$1.39M
|
+28,214
|
+5%
|
|
|
64
|
Efficient Advisors
Mason,
Ohio
|
$32.2M
|
-$53.6K
|
-1,089
|
-0.2%
|
|
|
65
|
Avion Wealth
The Woodlands,
Texas
|
$31.5M
|
+$2.14M
|
+43,554
|
+7%
|
|
|
66
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$30.3M
|
+$646K
|
+13,126
|
+2%
|
|
|
67
|
Clark Asset Management
Stratham,
New Hampshire
|
$30.2M
|
+$2.56M
|
+51,973
|
+9%
|
|
|
68
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$30M
|
-$12.8K
|
-260
|
-0%
|
|
|
69
|
True Link Financial Advisors
San Francisco,
California
|
$29.1M
|
+$728K
|
+14,803
|
+3%
|
|
|
70
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$28.7M
|
+$17.4K
|
+354
|
+0%
|
|
|
71
|
Marotta Asset Management
Charlottesville,
Virginia
|
$28.5M
|
-$911K
|
-18,504
|
-3%
|
|
|
72
|
Stifel Financial
St. Louis,
Missouri
|
$27.8M
|
+$731K
|
+14,859
|
+3%
|
|
|
73
|
Renaissance Technologies
New York
|
$27.7M
|
+$27.5M
|
+559,200
|
New
|
|
|
74
|
Northwest & Ethical Investments
Toronto,
Ontario, Canada
|
$27.5M
|
+$13.2M
|
+267,770
|
+93%
|
|
|
75
|
Human Investing
Lake Oswego,
Oregon
|
$27M
|
+$1.06M
|
+21,601
|
+4%
|
|
