|
51
|
Seven Post Investment Office
San Francisco,
California
|
$67.9M
|
+$668K
|
+7,814
|
+1%
|
|
|
52
|
Sand Hill Global Advisors
Palo Alto,
California
|
$67.2M
|
+$2.85M
|
+33,377
|
+4%
|
|
|
53
|
AssetMark Inc
Concord,
California
|
$66.3M
|
+$3.1M
|
+36,311
|
+5%
|
|
|
54
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$65.4M
|
-$1.32M
|
-15,488
|
-2%
|
|
|
55
|
Avantax Advisory Services
Dallas,
Texas
|
$65.1M
|
+$865K
|
+10,128
|
+1%
|
|
|
56
|
Exchange Traded Concepts
Oklahoma City,
Oklahoma
|
$63.9M
|
-$38.4M
|
-449,702
|
-38%
|
|
|
57
|
|
$62.6M
|
-$311M
|
-3,637,703
|
-83%
|
|
|
58
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$60.5M
|
+$6.07M
|
+71,037
|
+11%
|
|
|
59
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$60.3M
|
+$5.41M
|
+63,294
|
+10%
|
|
|
60
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$60M
|
-$1.23M
|
-14,407
|
-2%
|
|
|
61
|
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
|
$53.7M
|
+$2.83M
|
+33,097
|
+6%
|
|
|
62
|
Empirical Wealth Management
Seattle,
Washington
|
$53.5M
|
+$1.49M
|
+17,432
|
+3%
|
|
|
63
|
Financial Counselors Inc
Overland Park,
Kansas
|
$50M
|
+$624K
|
+7,309
|
+1%
|
|
|
64
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$49.7M
|
-$1.43M
|
-16,735
|
-3%
|
|
|
65
|
Stifel Financial
St. Louis,
Missouri
|
$48.3M
|
-$3.05M
|
-35,725
|
-6%
|
|
|
66
|
Sumitomo Life Insurance
Tokyo,
Japan
|
$48.1M
|
+$27.8M
|
+325,887
|
+141%
|
|
|
67
|
|
$48.1M
|
+$42.3M
|
+495,065
|
+812%
|
|
|
68
|
Passive Capital Management
Baltimore,
Maryland
|
$46.4M
|
-$374K
|
-4,374
|
-0.8%
|
|
|
69
|
First Command Advisory Services
Fort Worth,
Texas
|
$46.1M
|
+$432K
|
+5,054
|
+1%
|
|
|
70
|
Efficient Advisors
Mason,
Ohio
|
$43.5M
|
+$1.35M
|
+15,765
|
+3%
|
|
|
71
|
Citizens Financial Group
Providence,
Rhode Island
|
$43.4M
|
-$1.03M
|
-12,070
|
-2%
|
|
|
72
|
Rockefeller Capital Management
New York
|
$40M
|
+$1.41M
|
+16,455
|
+4%
|
|
|
73
|
First Financial Bankshares
Abilene,
Texas
|
$40M
|
+$465K
|
+5,444
|
+1%
|
|
|
74
|
M&T Bank
Buffalo,
New York
|
$39.2M
|
-$1.24M
|
-14,572
|
-3%
|
|
|
75
|
Comprehensive Financial Management
Los Gatos,
California
|
$38.8M
|
–
|
–
|
–
|
|
