|
51
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$89.5M
|
+$7.45M
|
+69,244
|
+9%
|
|
|
52
|
Oxford Financial Group
Carmel,
Indiana
|
$88.1M
|
-$648K
|
-6,029
|
-0.7%
|
|
|
53
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$82.9M
|
+$310K
|
+2,883
|
+0.4%
|
|
|
54
|
Angeles Wealth Management
Santa Monica,
California
|
$81.5M
|
+$6.94M
|
+64,588
|
+9%
|
|
|
55
|
Beacon Pointe Advisors
Newport Beach,
California
|
$80.3M
|
+$13.1M
|
+122,299
|
+19%
|
|
|
56
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$79.8M
|
+$6.85M
|
+63,676
|
+9%
|
|
|
57
|
Choate Investment Advisors
Boston,
Massachusetts
|
$76.2M
|
-$48.1M
|
-447,758
|
-38%
|
|
|
58
|
Rockefeller Capital Management
New York
|
$75M
|
+$6.16M
|
+57,329
|
+9%
|
|
|
59
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$69.2M
|
+$16M
|
+149,201
|
+30%
|
|
|
60
|
|
$69.1M
|
+$46.5M
|
+432,320
|
+198%
|
|
|
61
|
Bessemer Group
Woodbridge,
New Jersey
|
$68.7M
|
-$4.33M
|
-40,237
|
-6%
|
|
|
62
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$68.6M
|
+$145K
|
+1,348
|
+0.2%
|
|
|
63
|
Stifel Financial
St. Louis,
Missouri
|
$67.5M
|
+$1.8M
|
+16,733
|
+3%
|
|
|
64
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$67.3M
|
+$292K
|
+2,714
|
+0.4%
|
|
|
65
|
SoFi Wealth
San Francisco,
California
|
$65.9M
|
-$1.17M
|
-10,892
|
-2%
|
|
|
66
|
United Capital Financial Advisors
Irving,
Texas
|
$65.1M
|
+$2.8M
|
+26,067
|
+4%
|
|
|
67
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$64.5M
|
–
|
–
|
–
|
|
|
68
|
Financial Engines Advisors
Santa Clara,
California
|
$61.5M
|
-$2.16M
|
-20,096
|
-3%
|
|
|
69
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$60.1M
|
+$3.34M
|
+31,036
|
+6%
|
|
|
70
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$59.4M
|
-$1.43M
|
-13,292
|
-2%
|
|
|
71
|
Foster Group
West Des Moines,
Iowa
|
$57.6M
|
+$5.5M
|
+51,191
|
+10%
|
|
|
72
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$57M
|
+$45.7M
|
+424,640
|
+378%
|
|
|
73
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$56.8M
|
-$5.04M
|
-46,890
|
-8%
|
|
|
74
|
Farther Finance Advisors
San Francisco,
California
|
$56.6M
|
+$6.05M
|
+56,222
|
+12%
|
|
|
75
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$55.9M
|
+$8.74M
|
+81,251
|
+18%
|
|
