|
51
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$69.5M
|
-$1.04M
|
-11,098
|
-2%
|
|
|
52
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$69.5M
|
-$2.33M
|
-24,780
|
-3%
|
|
|
53
|
Corient Private Wealth
Miami,
Florida
|
$63.6M
|
+$223K
|
+2,373
|
+0.4%
|
|
|
54
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$60.5M
|
-$6.9M
|
-73,415
|
-10%
|
|
|
55
|
Stifel Financial
St. Louis,
Missouri
|
$59.6M
|
+$3.49M
|
+37,135
|
+6%
|
|
|
56
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$59.3M
|
-$331K
|
-3,522
|
-0.6%
|
|
|
57
|
M&T Bank
Buffalo,
New York
|
$58.8M
|
-$942K
|
-10,023
|
-2%
|
|
|
58
|
Steward Partners Investment Advisory
New York
|
$56.7M
|
+$15.2M
|
+161,448
|
+37%
|
|
|
59
|
Miracle Mile Advisors
Los Angeles,
California
|
$56.5M
|
+$5.55M
|
+59,046
|
+11%
|
|
|
60
|
MML Investors Services
Springfield,
Massachusetts
|
$55.1M
|
+$8.4M
|
+89,338
|
+18%
|
|
|
61
|
Adventist Health System West
Roseville,
California
|
$52.8M
|
–
|
–
|
–
|
|
|
62
|
Astoria Strategic Wealth
Conroe,
Texas
|
$51.8M
|
+$108K
|
+1,145
|
+0.2%
|
|
|
63
|
Chesley Taft & Associates
Chicago,
Illinois
|
$51.6M
|
+$1.77M
|
+18,791
|
+4%
|
|
|
64
|
Equitable Trust
Nashville,
Tennessee
|
$50.6M
|
-$1.79M
|
-19,000
|
-3%
|
|
|
65
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$50M
|
+$49.2M
|
+524,000
|
New
|
|
|
66
|
Waverly Advisors
Birmingham,
Alabama
|
$49.5M
|
+$14.1M
|
+149,585
|
+41%
|
|
|
67
|
Bricktown Capital
Detroit,
Michigan
|
$49.1M
|
+$1.48M
|
+15,800
|
+3%
|
|
|
68
|
Allen Investment Management
New York
|
$45.9M
|
+$406K
|
+4,319
|
+0.9%
|
|
|
69
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$44.8M
|
-$4.32K
|
-46
|
-0%
|
|
|
70
|
Geneos Wealth Management
Englewood,
Colorado
|
$44.2M
|
+$10.1K
|
+107
|
+0%
|
|
|
71
|
Mercer Global Advisors
Denver,
Colorado
|
$42.9M
|
+$35.5M
|
+378,182
|
+532%
|
|
|
72
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$42.4M
|
+$1.52M
|
+16,200
|
+4%
|
|
|
73
|
World Investment Advisors
Santa Barbara,
California
|
$40.3M
|
+$15.3K
|
+163
|
+0%
|
|
|
74
|
|
$39.4M
|
+$38.8M
|
+412,419
|
New
|
|
|
75
|
Lodestar Private Asset Management
Alamo,
California
|
$39.1M
|
+$3.44M
|
+36,616
|
+10%
|
|
