|
26
|
Wells Fargo
San Francisco,
California
|
$150M
|
+$18M
|
+304,060
|
+14%
|
|
|
27
|
Raymond James Financial
St Petersburg,
Florida
|
$144M
|
+$10.8M
|
+181,798
|
+8%
|
|
|
28
|
Strategic Financial Services
Utica,
New York
|
$134M
|
+$3.89M
|
+65,772
|
+3%
|
|
|
29
|
Foster Group
West Des Moines,
Iowa
|
$134M
|
+$2.31M
|
+38,951
|
+2%
|
|
|
30
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$125M
|
+$7.81M
|
+131,953
|
+7%
|
|
|
31
|
Charles Schwab
San Francisco,
California
|
$118M
|
-$2.45M
|
-41,467
|
-2%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$108M
|
+$1.09M
|
+18,469
|
+1%
|
|
|
33
|
Bangor Savings Bank
Bangor,
Maine
|
$108M
|
+$3.22M
|
+54,369
|
+3%
|
|
|
34
|
First Interstate Bank
Billings,
Montana
|
$98.2M
|
+$791K
|
+13,364
|
+0.8%
|
|
|
35
|
Bank of New York Mellon
New York
|
$97.7M
|
-$2.06M
|
-34,751
|
-2%
|
|
|
36
|
Valeo Financial Advisors
Carmel,
Indiana
|
$90.9M
|
+$1.96M
|
+33,164
|
+2%
|
|
|
37
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$90.7M
|
+$24.7M
|
+417,807
|
+38%
|
|
|
38
|
Old National Bancorp
Evansville,
Indiana
|
$87.9M
|
+$67.4M
|
+1,137,884
|
+343%
|
|
|
39
|
Gitterman Wealth Management
Edison,
New Jersey
|
$82.9M
|
+$908K
|
+15,343
|
+1%
|
|
|
40
|
Tanglewood Wealth Management
Houston,
Texas
|
$80.6M
|
+$46.6M
|
+787,960
|
+141%
|
|
|
41
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$80.4M
|
+$2.3M
|
+38,849
|
+3%
|
|
|
42
|
Summit Trail Advisors
New York
|
$79.8M
|
-$31.1M
|
-524,809
|
-28%
|
|
|
43
|
Schroder Investment Management Group
London,
United Kingdom
|
$73.9M
|
+$73.3M
|
+1,238,333
|
New
|
|
|
44
|
Burney Company
Reston,
Virginia
|
$73.3M
|
+$1.38M
|
+23,395
|
+2%
|
|
|
45
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$66.6M
|
+$2.14M
|
+36,200
|
+3%
|
|
|
46
|
Sand Hill Global Advisors
Palo Alto,
California
|
$66.4M
|
+$2.06M
|
+34,863
|
+3%
|
|
|
47
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$64.6M
|
-$8.15M
|
-137,627
|
-11%
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$61.4M
|
+$1.52M
|
+25,644
|
+3%
|
|
|
49
|
RiverFront Investment Group
Richmond,
Virginia
|
$60.9M
|
-$8.58K
|
-145
|
-0%
|
|
|
50
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$59.9M
|
+$734K
|
+12,406
|
+1%
|
|
