|
26
|
Focus Partners Wealth
Boston,
Massachusetts
|
$39.5M
|
+$7.58M
|
+123,991
|
+25%
|
|
|
27
|
Coldstream Capital Management
Bellevue,
Washington
|
$39.5M
|
+$3.41M
|
+55,680
|
+10%
|
|
|
28
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$39.1M
|
-$10.1M
|
-165,445
|
-21%
|
|
|
29
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$38.7M
|
+$37.3M
|
+610,465
|
New
|
|
|
30
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$38.4M
|
-$1.05M
|
-17,207
|
-3%
|
|
|
31
|
Franklin Resources
San Mateo,
California
|
$36.5M
|
+$1.93M
|
+31,615
|
+6%
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36M
|
-$697K
|
-11,390
|
-2%
|
|
|
33
|
Avantax Advisory Services
Dallas,
Texas
|
$35.7M
|
+$2.12M
|
+34,584
|
+7%
|
|
|
34
|
LPL Financial
San Diego,
California
|
$33.1M
|
-$150K
|
-2,453
|
-0.5%
|
|
|
35
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$31M
|
-$61K
|
-997
|
-0.2%
|
|
|
36
|
Ballentine Partners
Waltham,
Massachusetts
|
$30.6M
|
-$5.3M
|
-86,643
|
-15%
|
|
|
37
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$30.4M
|
+$4.1M
|
+67,101
|
+16%
|
|
|
38
|
Wells Fargo
San Francisco,
California
|
$28.4M
|
+$3.02M
|
+49,309
|
+12%
|
|
|
39
|
Plancorp LLC
Saint Louis,
Missouri
|
$26.8M
|
+$50K
|
+817
|
+0.2%
|
|
|
40
|
Russell Investments Group
London,
United Kingdom
|
$26.3M
|
+$9.25M
|
+151,150
|
+57%
|
|
|
41
|
Alberta Investment Management Corp (AIMCo)
Edmonton,
Alberta, Canada
|
$26.2M
|
+$25.3M
|
+413,798
|
New
|
|
|
42
|
Baker Avenue Asset Management
San Francisco,
California
|
$26.1M
|
+$898K
|
+14,689
|
+4%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$25.7M
|
-$1.96M
|
-32,076
|
-7%
|
|
|
44
|
Choreo LLC
Rockford,
Illinois
|
$24.9M
|
-$1.79M
|
-29,258
|
-7%
|
|
|
45
|
Equitable Holdings
New York
|
$22.8M
|
-$2.78M
|
-45,377
|
-11%
|
|
|
46
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22M
|
+$5.63M
|
+92,063
|
+36%
|
|
|
47
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$21.7M
|
-$52.8M
|
-863,077
|
-72%
|
|
|
48
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$21.7M
|
+$1.01M
|
+16,493
|
+5%
|
|
|
49
|
Old Mission Capital
Chicago,
Illinois
|
$21.2M
|
+$13.5M
|
+220,824
|
+194%
|
|
|
50
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$19.4M
|
+$1.54M
|
+25,207
|
+9%
|
|
