|
26
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$91.4M
|
+$52.2M
|
+874,666
|
+128%
|
|
|
27
|
Gitterman Wealth Management
Edison,
New Jersey
|
$72.3M
|
+$1.48M
|
+24,748
|
+2%
|
|
|
28
|
HighTower Advisors
Chicago,
Illinois
|
$72.1M
|
+$29.2M
|
+489,388
|
+66%
|
|
|
29
|
LPL Financial
San Diego,
California
|
$66.9M
|
+$15.6M
|
+262,297
|
+30%
|
|
|
30
|
Bangor Savings Bank
Bangor,
Maine
|
$66.9M
|
+$2.39M
|
+40,051
|
+4%
|
|
|
31
|
Relative Value Partners Group
|
$65.7M
|
+$1.33M
|
+22,238
|
+2%
|
|
|
32
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$60.4M
|
+$1.33M
|
+22,305
|
+2%
|
|
|
33
|
Valeo Financial Advisors
Carmel,
Indiana
|
$56.7M
|
+$4.19M
|
+70,203
|
+8%
|
|
|
34
|
Valmark Advisers
Akron,
Ohio
|
$54M
|
+$2.14M
|
+35,951
|
+4%
|
|
|
35
|
Bridgewater Advisors
New York
|
$50.8M
|
+$51.7M
|
+866,855
|
New
|
|
|
36
|
AE Wealth Management
Topeka,
Kansas
|
$50.7M
|
+$3.39M
|
+56,937
|
+7%
|
|
|
37
|
Synovus Financial
Columbus,
Georgia
|
$44.9M
|
-$845K
|
-14,172
|
-2%
|
|
|
38
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$42.5M
|
+$1.26M
|
+21,078
|
+3%
|
|
|
39
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$38.6M
|
-$11.5M
|
-192,125
|
-23%
|
|
|
40
|
Atria Investments
Charlotte,
North Carolina
|
$37.4M
|
+$35.5M
|
+596,205
|
+1,420%
|
|
|
41
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$35.8M
|
-$3.1M
|
-51,968
|
-8%
|
|
|
42
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$35.5M
|
-$910K
|
-15,267
|
-2%
|
|
|
43
|
PrairieView Partners
St. Paul,
Minnesota
|
$34.6M
|
+$1.55M
|
+25,998
|
+5%
|
|
|
44
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$34.6M
|
+$3.06M
|
+51,336
|
+10%
|
|
|
45
|
Schroder Investment Management Group
London,
United Kingdom
|
$34.6M
|
-$85.5M
|
-1,433,789
|
-71%
|
|
|
46
|
Opus Capital Group
Cincinnati,
Ohio
|
$33.3M
|
+$6.91M
|
+115,854
|
+26%
|
|
|
47
|
Truist Financial
Charlotte,
North Carolina
|
$31.4M
|
-$915K
|
-15,346
|
-3%
|
|
|
48
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$31.1M
|
+$29.9M
|
+501,138
|
+2,366%
|
|
|
49
|
True Wealth Design
Akron,
Ohio
|
$30.8M
|
+$2.89M
|
+48,505
|
+10%
|
|
|
50
|
RiverFront Investment Group
Richmond,
Virginia
|
$30.1M
|
-$22.6M
|
-379,048
|
-43%
|
|
