|
26
|
Corient Private Wealth
Miami,
Florida
|
$190M
|
+$25.9M
|
+313,738
|
+16%
|
|
|
27
|
Facet Wealth Inc
Baltimore,
Maryland
|
$190M
|
+$24.7M
|
+299,155
|
+15%
|
|
|
28
|
Focus Partners Wealth
Boston,
Massachusetts
|
$186M
|
+$3.55M
|
+42,906
|
+2%
|
|
|
29
|
Bank of New York Mellon
New York
|
$182M
|
+$11.2M
|
+135,149
|
+7%
|
|
|
30
|
First Interstate Bank
Billings,
Montana
|
$178M
|
+$16.9M
|
+204,912
|
+11%
|
|
|
31
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$149M
|
+$7.1M
|
+85,950
|
+5%
|
|
|
32
|
Huntington National Bank
Columbus,
Ohio
|
$145M
|
+$126K
|
+1,520
|
+5%
|
|
|
33
|
Equitable Holdings
New York
|
$139M
|
+$7.94M
|
+96,135
|
+6%
|
|
|
34
|
|
$132M
|
+$1.65M
|
+19,962
|
+1%
|
|
|
35
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$127M
|
–
|
–
|
–
|
|
|
36
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$124M
|
-$41.3M
|
-500,000
|
-25%
|
|
|
37
|
Empirical Wealth Management
Seattle,
Washington
|
$120M
|
+$5.23M
|
+63,238
|
+5%
|
|
|
38
|
Jones Financial Companies
Des Peres,
Missouri
|
$119M
|
+$19.5M
|
+235,671
|
+20%
|
|
|
39
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$118M
|
+$10.8M
|
+130,263
|
+10%
|
|
|
40
|
Buffalo Business & Estate Services
Orchard Park,
New York
|
$115M
|
-$135M
|
-1,629,062
|
Closed
|
|
|
41
|
Legacy Edge Advisors
Syosset,
New York
|
$113M
|
+$956K
|
+11,567
|
+0.9%
|
|
|
42
|
AssetMark Inc
Concord,
California
|
$109M
|
+$8.21M
|
+99,347
|
+8%
|
|
|
43
|
Davidson Capital Management
Corpus Christi,
Texas
|
$109M
|
+$1.75M
|
+21,214
|
+2%
|
|
|
44
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$107M
|
-$4.51M
|
-54,598
|
-4%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$106M
|
+$29.5M
|
+356,797
|
+39%
|
|
|
46
|
Constellation Investments
Montgomery,
Ohio
|
$105M
|
-$21.2M
|
-256,790
|
-17%
|
|
|
47
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$99M
|
+$8.07M
|
+97,704
|
+9%
|
|
|
48
|
Rebalance
Palo Alto,
California
|
$98.7M
|
+$9.67M
|
+117,010
|
+11%
|
|
|
49
|
Old Mission Capital
Chicago,
Illinois
|
$96.7M
|
-$6.28M
|
-75,988
|
-6%
|
|
|
50
|
Bridgewater Advisors
New York
|
$84.8M
|
+$4.71M
|
+56,949
|
+6%
|
|
