|
26
|
Heritage Financial Services
Westwood,
Massachusetts
|
$107M
|
+$14.2M
|
+239,333
|
+15%
|
|
|
27
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$79.7M
|
+$11.9M
|
+201,352
|
+18%
|
|
|
28
|
Gitterman Wealth Management
Edison,
New Jersey
|
$72.4M
|
+$3.43M
|
+57,868
|
+5%
|
|
|
29
|
Bangor Savings Bank
Bangor,
Maine
|
$66M
|
+$1.55M
|
+26,148
|
+2%
|
|
|
30
|
Relative Value Partners Group
|
$65.9M
|
+$2.59M
|
+43,665
|
+4%
|
|
|
31
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$60.4M
|
+$59.7M
|
+1,007,712
|
New
|
|
|
32
|
Money Design
Tokyo,
Japan
|
$55.8M
|
+$5.63M
|
+95,022
|
+11%
|
|
|
33
|
Valeo Financial Advisors
Carmel,
Indiana
|
$53.7M
|
+$7.47M
|
+126,115
|
+16%
|
|
|
34
|
RiverFront Investment Group
Richmond,
Virginia
|
$53.4M
|
+$1.48M
|
+24,963
|
+3%
|
|
|
35
|
Valmark Advisers
Akron,
Ohio
|
$53.1M
|
+$2.4M
|
+40,520
|
+5%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$52.7M
|
+$4.97M
|
+83,901
|
+11%
|
|
|
37
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$50.9M
|
+$2.51M
|
+42,343
|
+5%
|
|
|
38
|
AE Wealth Management
Topeka,
Kansas
|
$48.4M
|
-$1.34M
|
-22,627
|
-3%
|
|
|
39
|
Synovus Financial
Columbus,
Georgia
|
$46.8M
|
+$260K
|
+4,389
|
+0.6%
|
|
|
40
|
HighTower Advisors
Chicago,
Illinois
|
$44.3M
|
+$1.68M
|
+28,443
|
+4%
|
|
|
41
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$42.2M
|
+$11.2M
|
+189,126
|
+37%
|
|
|
42
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$41M
|
+$680K
|
+11,479
|
+2%
|
|
|
43
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$39.7M
|
+$1.3M
|
+21,900
|
+3%
|
|
|
44
|
NEPC LLC
Boston,
Massachusetts
|
$38.2M
|
-$1M
|
-16,916
|
-3%
|
|
|
45
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$37.2M
|
+$15.3M
|
+257,850
|
+71%
|
|
|
46
|
New York Life Investment Management
New York
|
$37.1M
|
+$3.36M
|
+56,728
|
+10%
|
|
|
47
|
|
$36.2M
|
+$29.2M
|
+492,912
|
+443%
|
|
|
48
|
PrairieView Partners
St. Paul,
Minnesota
|
$33.8M
|
+$2.21M
|
+37,244
|
+7%
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$33M
|
+$7.19M
|
+121,327
|
+28%
|
|
|
50
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$32.6M
|
-$638K
|
-10,769
|
-2%
|
|
