|
51
|
Truist Financial
Charlotte,
North Carolina
|
$53.3M
|
+$4.3M
|
+33,338
|
+9%
|
|
|
52
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$50.5M
|
+$5.27M
|
+40,837
|
+12%
|
|
|
53
|
M&T Bank
Buffalo,
New York
|
$49.6M
|
-$1.68M
|
-13,052
|
-3%
|
|
|
54
|
Huntington National Bank
Columbus,
Ohio
|
$48.8M
|
-$4.83M
|
-37,443
|
Closed
|
|
|
55
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$47.8M
|
+$10.6M
|
+82,055
|
+29%
|
|
|
56
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$47.1M
|
+$1.83M
|
+14,177
|
+4%
|
|
|
57
|
Perella Weinberg Partners Capital Management
New York
|
$46.8M
|
-$1.45M
|
-11,255
|
-3%
|
|
|
58
|
Sigma Investment Counselors
Northville,
Michigan
|
$45.7M
|
+$2.3M
|
+17,835
|
+5%
|
|
|
59
|
Barber Financial Group
Lenexa,
Kansas
|
$45.4M
|
+$1.71M
|
+13,234
|
+4%
|
|
|
60
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$44.7M
|
+$17.9M
|
+138,439
|
+67%
|
|
|
61
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$43.2M
|
+$3M
|
+23,289
|
+7%
|
|
|
62
|
Baldwin Wealth Partners
Marion,
Massachusetts
|
$42.4M
|
+$7.62M
|
+59,126
|
+22%
|
|
|
63
|
Rockefeller Capital Management
New York
|
$40.1M
|
-$441K
|
-3,419
|
-1%
|
|
|
64
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$39.7M
|
-$16M
|
-124,210
|
-29%
|
|
|
65
|
McMorgan & Co
San Francisco,
California
|
$37.6M
|
+$13.7M
|
+105,940
|
+57%
|
|
|
66
|
Townsend & Associates
Westminster,
Colorado
|
$36.8M
|
+$1.01M
|
+7,841
|
+3%
|
|
|
67
|
William Blair & Company
Chicago,
Illinois
|
$36.4M
|
-$701K
|
-5,435
|
-2%
|
|
|
68
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$36.1M
|
+$3.41M
|
+26,445
|
+10%
|
|
|
69
|
Strategic Financial Services
Utica,
New York
|
$35.8M
|
-$249K
|
-1,930
|
-0.7%
|
|
|
70
|
JB Capital
Wethersfield,
Connecticut
|
$35.6M
|
+$35.6M
|
+275,914
|
New
|
|
|
71
|
Insight Wealth Strategies
San Ramon,
California
|
$35M
|
+$9.67M
|
+74,993
|
+38%
|
|
|
72
|
Credit Suisse
Zurich,
Switzerland
|
$34.2M
|
-$4.76M
|
-36,904
|
-12%
|
|
|
73
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$34M
|
+$34M
|
+263,493
|
New
|
|
|
74
|
Berkshire Money Management
Dalton,
Massachusetts
|
$33.8M
|
+$1.39M
|
+10,755
|
+4%
|
|
|
75
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$33.7M
|
+$5.02M
|
+38,968
|
+18%
|
|
