|
26
|
Wells Fargo
San Francisco,
California
|
$46.5M
|
+$2.84M
|
+51,794
|
+7%
|
|
|
27
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$41.5M
|
+$1.34M
|
+24,469
|
+3%
|
|
|
28
|
TIFF Advisory Services
Radnor,
Pennsylvania
|
$41.3M
|
-$33.9K
|
-618
|
-0.1%
|
|
|
29
|
AssetMark Inc
Concord,
California
|
$40.1M
|
-$4.19M
|
-76,405
|
-10%
|
|
|
30
|
Forum Financial Management
Lombard,
Illinois
|
$38.5M
|
-$10.8M
|
-197,694
|
-22%
|
|
|
31
|
Facet Wealth Inc
Baltimore,
Maryland
|
$38.4M
|
+$5.05M
|
+92,041
|
+15%
|
|
|
32
|
Focus Partners Wealth
Boston,
Massachusetts
|
$37.5M
|
-$854K
|
-15,568
|
-2%
|
|
|
33
|
Quadratic Capital Management
Greenwich,
Connecticut
|
$36.7M
|
+$30.7M
|
+559,922
|
+529%
|
|
|
34
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$35.3M
|
–
|
–
|
–
|
|
|
35
|
Rockefeller Capital Management
New York
|
$28.3M
|
+$362K
|
+6,589
|
+1%
|
|
|
36
|
Tortoise Investment Management
White Plains,
New York
|
$27.4M
|
+$3.14M
|
+57,195
|
+13%
|
|
|
37
|
Checchi Capital Advisers
Beverly Hills,
California
|
$27.3M
|
+$2.71M
|
+49,306
|
+11%
|
|
|
38
|
|
$26.3M
|
-$12.3M
|
-223,309
|
-32%
|
|
|
39
|
First Financial Bankshares
Abilene,
Texas
|
$23.9M
|
+$696K
|
+12,674
|
+3%
|
|
|
40
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$23.7M
|
+$1.96M
|
+35,764
|
+9%
|
|
|
41
|
Principal Securities
Des Moines,
Iowa
|
$23.2M
|
+$1.42M
|
+25,965
|
+7%
|
|
|
42
|
GenWealth Group
Maplewood,
New Jersey
|
$22.9M
|
+$1.12M
|
+20,493
|
+5%
|
|
|
43
|
Nottingham Advisors
Amherst,
New York
|
$22.2M
|
-$6.18M
|
-112,527
|
-28%
|
|
|
44
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$21.6M
|
-$802K
|
-14,612
|
-4%
|
|
|
45
|
GTS Securities
Miami,
Florida
|
$20.5M
|
+$20.4M
|
+371,068
|
New
|
|
|
46
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$20.3M
|
+$2.67M
|
+48,604
|
+15%
|
|
|
47
|
Gleason Group
Prospect,
Kentucky
|
$19.9M
|
+$232K
|
+4,233
|
+1%
|
|
|
48
|
Harvest Portfolios Group
Oakville,
Ontario, Canada
|
$19.8M
|
-$7.4M
|
-134,771
|
-27%
|
|
|
49
|
Obermeyer Wealth Partners
Aspen,
Colorado
|
$19.6M
|
+$1.83M
|
+33,426
|
+10%
|
|
|
50
|
Wealthfront Advisers
Palo Alto,
California
|
$19.2M
|
-$6.43M
|
-117,134
|
-25%
|
|
