|
26
|
Raymond James Financial
St Petersburg,
Florida
|
$132M
|
+$34.2M
|
+584,568
|
+36%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$131M
|
-$25M
|
-427,325
|
-16%
|
|
|
28
|
Foster Group
West Des Moines,
Iowa
|
$130M
|
+$2.6M
|
+44,450
|
+2%
|
|
|
29
|
Strategic Financial Services
Utica,
New York
|
$129M
|
+$13.5M
|
+230,560
|
+12%
|
|
|
30
|
Charles Schwab
San Francisco,
California
|
$120M
|
-$4.48M
|
-76,510
|
-4%
|
|
|
31
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$117M
|
+$46.4M
|
+793,357
|
+68%
|
|
|
32
|
Summit Trail Advisors
New York
|
$110M
|
-$113M
|
-1,932,513
|
-51%
|
|
|
33
|
LPL Financial
San Diego,
California
|
$107M
|
+$2.59M
|
+44,319
|
+3%
|
|
|
34
|
Bangor Savings Bank
Bangor,
Maine
|
$104M
|
+$13.8M
|
+235,981
|
+16%
|
|
|
35
|
Bank of New York Mellon
New York
|
$99.1M
|
-$18.6M
|
-318,592
|
-16%
|
|
|
36
|
First Interstate Bank
Billings,
Montana
|
$96.8M
|
+$19.2M
|
+328,240
|
+25%
|
|
|
37
|
Valeo Financial Advisors
Carmel,
Indiana
|
$88.3M
|
+$4.93M
|
+84,262
|
+6%
|
|
|
38
|
Gitterman Wealth Management
Edison,
New Jersey
|
$81.4M
|
-$24.7M
|
-422,857
|
-24%
|
|
|
39
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$77.5M
|
+$3.95M
|
+67,506
|
+5%
|
|
|
40
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$72.3M
|
-$6.33M
|
-108,172
|
-8%
|
|
|
41
|
Burney Company
Reston,
Virginia
|
$71.4M
|
+$10.2M
|
+174,732
|
+17%
|
|
|
42
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$65.3M
|
+$23.9M
|
+409,293
|
+59%
|
|
|
43
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$64.3M
|
+$503K
|
+8,600
|
+0.8%
|
|
|
44
|
Sand Hill Global Advisors
Palo Alto,
California
|
$63.9M
|
+$59.5M
|
+1,016,784
|
+1,735%
|
|
|
45
|
Jordan Park Group
San Francisco,
California
|
$61M
|
-$14.8M
|
-252,173
|
-20%
|
|
|
46
|
RiverFront Investment Group
Richmond,
Virginia
|
$60.4M
|
+$29.7M
|
+508,284
|
+100%
|
|
|
47
|
Permanent Capital Management
Chicago,
Illinois
|
$60.3M
|
-$4.06M
|
-69,469
|
-6%
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$59.5M
|
+$15.8M
|
+269,772
|
+37%
|
|
|
49
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$58.8M
|
-$75.1K
|
-1,283
|
-0.1%
|
|
|
50
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$56.6M
|
+$16.9M
|
+289,047
|
+44%
|
|
