|
51
|
Sovereign Investment Advisors
Phoenix,
Arizona
|
$48.3M
|
+$17.8M
|
+193,203
|
+60%
|
|
|
52
|
MAI Capital Management
Independence,
Ohio
|
$46.8M
|
-$363K
|
-3,945
|
-0.8%
|
|
|
53
|
NewEdge Advisors
New Orleans,
Louisiana
|
$46.7M
|
-$1.78M
|
-19,355
|
-4%
|
|
|
54
|
Park Avenue Securities
New York
|
$44.7M
|
+$7.6M
|
+82,568
|
+21%
|
|
|
55
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$41.3M
|
+$40.5M
|
+440,319
|
New
|
|
|
56
|
Facet Wealth Inc
Baltimore,
Maryland
|
$40.8M
|
+$125K
|
+1,356
|
+0.3%
|
|
|
57
|
ARS Wealth Advisors Group
St. Petersburg,
Florida
|
$37.7M
|
-$1.1M
|
-11,919
|
-3%
|
|
|
58
|
Klingman & Associates
New York
|
$35.2M
|
-$305K
|
-3,313
|
-0.9%
|
|
|
59
|
Portfolio Design Labs
Encino,
California
|
$34.7M
|
+$34M
|
+369,354
|
New
|
|
|
60
|
KeyBank National Association
Cleveland,
Ohio
|
$33.8M
|
-$497K
|
-5,405
|
-1%
|
|
|
61
|
High Probability Advisors
Pittsford,
New York
|
$32.9M
|
+$119K
|
+1,297
|
+0.4%
|
|
|
62
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$32.3M
|
-$976K
|
-10,602
|
-3%
|
|
|
63
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$29.9M
|
+$29.3M
|
+318,000
|
New
|
|
|
64
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$29.5M
|
-$1.84M
|
-20,001
|
-6%
|
|
|
65
|
Ascent Group
Virginia Beach,
Virginia
|
$28.9M
|
+$26M
|
+282,778
|
+1,116%
|
|
|
66
|
Lineweaver Wealth Advisors
Valley View,
Ohio
|
$28.8M
|
+$11.4M
|
+123,413
|
+67%
|
|
|
67
|
GDS Wealth Management
Flower Mound,
Texas
|
$27.9M
|
+$334K
|
+3,631
|
+1%
|
|
|
68
|
Ocean Park Asset Management
Santa Monica,
California
|
$26.8M
|
–
|
–
|
–
|
|
|
69
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$26.7M
|
-$260K
|
-2,825
|
-1%
|
|
|
70
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$26.2M
|
+$1.28M
|
+13,912
|
+5%
|
|
|
71
|
Kestra Advisory Services
Austin,
Texas
|
$25.5M
|
+$3.89M
|
+42,301
|
+18%
|
|
|
72
|
Berkshire Money Management
Dalton,
Massachusetts
|
$25.4M
|
+$24.9M
|
+270,650
|
New
|
|
|
73
|
Creative Planning
Overland Park,
Kansas
|
$25M
|
+$996K
|
+10,825
|
+4%
|
|
|
74
|
Symmetry Partners
Glastonbury,
Connecticut
|
$24.7M
|
+$2.23M
|
+24,219
|
+10%
|
|
|
75
|
Citizens Financial Group
Providence,
Rhode Island
|
$24M
|
-$1.08M
|
-11,755
|
-4%
|
|
