|
51
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$49.2M
|
-$6.32M
|
-59,491
|
-11%
|
|
|
52
|
Meeder Asset Management
Dublin,
Ohio
|
$48.7M
|
+$5.79M
|
+54,470
|
+13%
|
|
|
53
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$47.6M
|
+$8.07M
|
+75,881
|
+20%
|
|
|
54
|
Franklin Resources
San Mateo,
California
|
$46.4M
|
+$16M
|
+150,152
|
+50%
|
|
|
55
|
Manning & Napier Group
Fairport,
New York
|
$44.8M
|
–
|
–
|
–
|
|
|
56
|
|
$44.1M
|
+$17.3M
|
+163,102
|
+61%
|
|
|
57
|
Charles Schwab
San Francisco,
California
|
$43.8M
|
-$295M
|
-2,771,079
|
-87%
|
|
|
58
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$43.1M
|
+$543K
|
+5,111
|
+1%
|
|
|
59
|
JFS Wealth Advisors
Hermitage,
Pennsylvania
|
$43M
|
-$5.26M
|
-49,454
|
-11%
|
|
|
60
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$41.1M
|
-$24.2M
|
-227,729
|
-36%
|
|
|
61
|
Pathstone Family Office
Englewood,
New Jersey
|
$40.4M
|
+$4.07M
|
+38,248
|
+11%
|
|
|
62
|
RWA Wealth Partners
Newton,
Massachusetts
|
$40.1M
|
+$28.4M
|
+267,159
|
+217%
|
|
|
63
|
Financial Engines Advisors
Santa Clara,
California
|
$38.5M
|
-$23.8M
|
-223,594
|
-37%
|
|
|
64
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$37.5M
|
+$3.31M
|
+31,153
|
+9%
|
|
|
65
|
Cetera Advisor Networks
El Segundo,
California
|
$35.9M
|
+$1.84M
|
+17,314
|
+5%
|
|
|
66
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$35.5M
|
-$49.5M
|
-465,929
|
-57%
|
|
|
67
|
SoFi Wealth
San Francisco,
California
|
$35.1M
|
+$1.48M
|
+13,883
|
+4%
|
|
|
68
|
EP Wealth Advisors
Torrance,
California
|
$34.4M
|
-$9.55M
|
-89,830
|
-21%
|
|
|
69
|
Avantax Planning Partners
Dubuque,
Iowa
|
$33.1M
|
+$2.96M
|
+27,888
|
+9%
|
|
|
70
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$33M
|
+$11.8M
|
+110,935
|
+53%
|
|
|
71
|
West Financial Advisors
Des Moines,
Iowa
|
$33M
|
+$7.67M
|
+72,099
|
+29%
|
|
|
72
|
Symmetry Partners
Glastonbury,
Connecticut
|
$32.4M
|
+$515K
|
+4,846
|
+2%
|
|
|
73
|
Colony Group
Boston,
Massachusetts
|
$32.3M
|
+$1.38M
|
+13,024
|
+4%
|
|
|
74
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$32.2M
|
-$2.66M
|
-25,042
|
-7%
|
|
|
75
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$32.1M
|
+$4.28M
|
+40,257
|
+15%
|
|
