|
51
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$83.4M
|
+$8.31M
|
+77,597
|
+11%
|
|
|
52
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$82.8M
|
+$2.79M
|
+26,063
|
+3%
|
|
|
53
|
Balentine LLC
Atlanta,
Georgia
|
$75.9M
|
-$9.47M
|
-88,474
|
-11%
|
|
|
54
|
Angeles Wealth Management
Santa Monica,
California
|
$75.3M
|
+$3.9M
|
+36,449
|
+5%
|
|
|
55
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$73.7M
|
+$5.12M
|
+47,823
|
+7%
|
|
|
56
|
Bessemer Group
Woodbridge,
New Jersey
|
$73.6M
|
+$14.4M
|
+134,713
|
+24%
|
|
|
57
|
Rockefeller Capital Management
New York
|
$69.5M
|
+$1.99M
|
+18,614
|
+3%
|
|
|
58
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$69M
|
+$6.14M
|
+57,329
|
+10%
|
|
|
59
|
Beacon Pointe Advisors
Newport Beach,
California
|
$67.9M
|
+$5.01M
|
+46,833
|
+8%
|
|
|
60
|
SoFi Wealth
San Francisco,
California
|
$67.7M
|
+$5.78M
|
+54,010
|
+9%
|
|
|
61
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$67.6M
|
-$198K
|
-1,845
|
-0.3%
|
|
|
62
|
Stifel Financial
St. Louis,
Missouri
|
$66.3M
|
+$1.6M
|
+14,954
|
+2%
|
|
|
63
|
Wealthspire Advisors (New York)
New York
|
$65.2M
|
-$38.9M
|
-363,494
|
-37%
|
|
|
64
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$65.1M
|
–
|
–
|
–
|
|
|
65
|
Financial Engines Advisors
Santa Clara,
California
|
$64.2M
|
+$649K
|
+6,061
|
+1%
|
|
|
66
|
United Capital Financial Advisors
Irving,
Texas
|
$62.9M
|
+$2.1M
|
+19,643
|
+3%
|
|
|
67
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$62.3M
|
-$2.37M
|
-22,107
|
-4%
|
|
|
68
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$61.3M
|
+$9.52M
|
+88,936
|
+18%
|
|
|
69
|
|
$59.1M
|
-$37.1M
|
-346,697
|
-39%
|
|
|
70
|
Coldstream Capital Management
Bellevue,
Washington
|
$58.3M
|
+$805K
|
+7,516
|
+1%
|
|
|
71
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$57.3M
|
+$4.76M
|
+44,439
|
+9%
|
|
|
72
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$57.1M
|
+$7.12M
|
+66,538
|
+14%
|
|
|
73
|
Parcion Private Wealth
Bellevue,
Washington
|
$54.4M
|
+$1.11M
|
+10,413
|
+2%
|
|
|
74
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$53.9M
|
+$13.6M
|
+126,682
|
+34%
|
|
|
75
|
Avantax Planning Partners
Dubuque,
Iowa
|
$53.8M
|
+$4.7M
|
+43,895
|
+10%
|
|
