|
26
|
Wells Fargo
San Francisco,
California
|
$163M
|
+$12.4M
|
+206,859
|
+8%
|
|
|
27
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$141M
|
+$15M
|
+251,991
|
+12%
|
|
|
28
|
Foster Group
West Des Moines,
Iowa
|
$140M
|
+$6.3M
|
+105,483
|
+5%
|
|
|
29
|
Strategic Financial Services
Utica,
New York
|
$140M
|
+$5.73M
|
+95,986
|
+4%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$120M
|
+$11.6M
|
+193,760
|
+11%
|
|
|
31
|
Bangor Savings Bank
Bangor,
Maine
|
$113M
|
+$4.72M
|
+79,056
|
+4%
|
|
|
32
|
First Interstate Bank
Billings,
Montana
|
$101M
|
+$2.11M
|
+35,300
|
+2%
|
|
|
33
|
Valeo Financial Advisors
Carmel,
Indiana
|
$98M
|
+$6.72M
|
+112,486
|
+7%
|
|
|
34
|
Bank of New York Mellon
New York
|
$97M
|
-$1.08M
|
-18,159
|
-1%
|
|
|
35
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$90.6M
|
-$509K
|
-8,523
|
-0.6%
|
|
|
36
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$89M
|
+$8.29M
|
+138,899
|
+10%
|
|
|
37
|
Old National Bancorp
Evansville,
Indiana
|
$89M
|
+$749K
|
+12,538
|
+0.9%
|
|
|
38
|
Coldstream Capital Management
Bellevue,
Washington
|
$84.3M
|
+$40.5M
|
+677,595
|
+93%
|
|
|
39
|
Gitterman Wealth Management
Edison,
New Jersey
|
$84.1M
|
+$921K
|
+15,423
|
+1%
|
|
|
40
|
Tanglewood Wealth Management
Houston,
Texas
|
$82.2M
|
+$1.32M
|
+22,158
|
+2%
|
|
|
41
|
Burney Company
Reston,
Virginia
|
$76M
|
+$2.39M
|
+39,973
|
+3%
|
|
|
42
|
Sand Hill Global Advisors
Palo Alto,
California
|
$67.8M
|
+$1.11M
|
+18,589
|
+2%
|
|
|
43
|
Summit Trail Advisors
New York
|
$66.4M
|
-$13.6M
|
-228,269
|
-17%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$65.5M
|
+$3.84M
|
+64,256
|
+6%
|
|
|
45
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$63.4M
|
-$1.34M
|
-22,516
|
-2%
|
|
|
46
|
RiverFront Investment Group
Richmond,
Virginia
|
$62.3M
|
+$1.17M
|
+19,520
|
+2%
|
|
|
47
|
Hanson & Doremus Investment Management
Burlington,
Vermont
|
$61.8M
|
+$5.14M
|
+86,146
|
+9%
|
|
|
48
|
|
$61.5M
|
+$10.5M
|
+175,159
|
+21%
|
|
|
49
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$61.1M
|
+$2.77M
|
+46,335
|
+5%
|
|
|
50
|
Cardinal Point Capital Management
Toronto,
Ontario, Canada
|
$59.7M
|
+$4.02M
|
+67,318
|
+7%
|
|
