|
51
|
Wealthquest
Cincinnati,
Ohio
|
$67.1M
|
-$3.4M
|
-27,418
|
-5%
|
|
|
52
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$67.1M
|
-$7.92M
|
-63,863
|
-11%
|
|
|
53
|
Seven Bridges Advisors
New York
|
$66.5M
|
+$64.5M
|
+519,988
|
New
|
|
|
54
|
CIBC Bancorp USA
Chicago,
Illinois
|
$66.2M
|
+$18.8M
|
+151,585
|
+41%
|
|
|
55
|
Valley Wealth Managers
Paramus,
New Jersey
|
$64.8M
|
-$3.01M
|
-24,259
|
-5%
|
|
|
56
|
Modera Wealth Management
Westwood,
New Jersey
|
$63.9M
|
+$76.6K
|
+617
|
+0.1%
|
|
|
57
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$59.1M
|
+$9.62M
|
+77,534
|
+20%
|
|
|
58
|
NewEdge Advisors
New Orleans,
Louisiana
|
$56.2M
|
+$13.6M
|
+109,904
|
+33%
|
|
|
59
|
Stephens Inc
Little Rock,
Arkansas
|
$55.9M
|
-$471K
|
-3,796
|
-0.9%
|
|
|
60
|
Commerce Bank
Kansas City,
Missouri
|
$53.6M
|
+$7.39M
|
+59,583
|
+17%
|
|
|
61
|
Snowden Capital Advisors
New York
|
$53.4M
|
-$2.85M
|
-22,935
|
-5%
|
|
|
62
|
Kinetic Wealth Investment Advisors
Westlake,
Ohio
|
$52.4M
|
+$50.8M
|
+409,654
|
New
|
|
|
63
|
Mariner
Overland Park,
Kansas
|
$50.6M
|
-$8.52M
|
-68,623
|
-15%
|
|
|
64
|
Apella Capital
West Hartford,
Connecticut
|
$50.3M
|
+$5.86M
|
+47,245
|
+13%
|
|
|
65
|
Bank of New York Mellon
New York
|
$50M
|
+$1.94M
|
+15,642
|
+4%
|
|
|
66
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$48.8M
|
-$503K
|
-4,056
|
-1%
|
|
|
67
|
Parkside Financial Bank & Trust
Saint Louis,
Missouri
|
$48.4M
|
+$2.4M
|
+19,306
|
+5%
|
|
|
68
|
One Capital Management
Westlake Village,
California
|
$45.7M
|
–
|
–
|
–
|
|
|
69
|
NFP Retirement Inc
Aliso Viejo,
California
|
$45M
|
+$1.58M
|
+12,726
|
+4%
|
|
|
70
|
Clearstead Advisors
Cleveland,
Ohio
|
$44.5M
|
-$5.43M
|
-43,750
|
-11%
|
|
|
71
|
Tolleson Wealth Management
Dallas,
Texas
|
$43.5M
|
–
|
–
|
–
|
|
|
72
|
First National Bank of Omaha
Omaha,
Nebraska
|
$43.2M
|
+$6.75M
|
+54,413
|
+19%
|
|
|
73
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$42.3M
|
+$4.95M
|
+39,882
|
+14%
|
|
|
74
|
AssetMark Inc
Concord,
California
|
$41.1M
|
-$16.8M
|
-135,516
|
-30%
|
|
|
75
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$40.9M
|
-$3.14M
|
-25,271
|
-7%
|
|
