|
26
|
Fusion Family Wealth
Woodbury,
New York
|
$32.3M
|
+$3.65M
|
+32,190
|
+11%
|
|
|
27
|
Symmetry Partners
Glastonbury,
Connecticut
|
$29.4M
|
+$3.32M
|
+29,237
|
+11%
|
|
|
28
|
Efficient Advisors
Mason,
Ohio
|
$28.6M
|
+$3.07M
|
+27,074
|
+11%
|
|
|
29
|
|
$28.4M
|
-$1.26M
|
-11,144
|
-4%
|
|
|
30
|
Wells Fargo
San Francisco,
California
|
$27.2M
|
-$2.29M
|
-20,155
|
-7%
|
|
|
31
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$26.4M
|
-$351K
|
-3,099
|
-1%
|
|
|
32
|
Cerity Partners OCIO
New York
|
$26.1M
|
-$1.87M
|
-16,504
|
-6%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$26.1M
|
+$3.19M
|
+28,091
|
+13%
|
|
|
34
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$24.5M
|
+$562K
|
+4,955
|
+2%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.9M
|
+$1.83M
|
+16,146
|
+9%
|
|
|
36
|
Empirical Wealth Management
Seattle,
Washington
|
$20.4M
|
+$1.91M
|
+16,815
|
+9%
|
|
|
37
|
Commerce Bank
Kansas City,
Missouri
|
$19.5M
|
+$1.05M
|
+9,246
|
+5%
|
|
|
38
|
Apella Capital
West Hartford,
Connecticut
|
$18.3M
|
+$1.26M
|
+11,107
|
+7%
|
|
|
39
|
PrairieView Partners
St. Paul,
Minnesota
|
$17.8M
|
+$2.08M
|
+18,365
|
+12%
|
|
|
40
|
HighTower Advisors
Chicago,
Illinois
|
$16.9M
|
-$2.06M
|
-18,198
|
-10%
|
|
|
41
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$16.8M
|
-$2.11M
|
-18,639
|
-10%
|
|
|
42
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15.7M
|
+$666K
|
+5,876
|
+4%
|
|
|
43
|
Vontobel Holding
Zurich,
Switzerland
|
$15.5M
|
+$567K
|
+5,000
|
+3%
|
|
|
44
|
United Capital Financial Advisors
Irving,
Texas
|
$13.7M
|
+$64.4K
|
+568
|
+0.4%
|
|
|
45
|
LPL Financial
San Diego,
California
|
$13.6M
|
-$763K
|
-6,724
|
-5%
|
|
|
46
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$13.2M
|
+$1.08M
|
+9,482
|
+8%
|
|
|
47
|
SVB Wealth
Boston,
Massachusetts
|
$13.1M
|
+$1.26M
|
+11,112
|
+10%
|
|
|
48
|
Aspiriant LLC
Los Angeles,
California
|
$13.1M
|
+$12.4M
|
+109,202
|
+634%
|
|
|
49
|
Modera Wealth Management
Westwood,
New Jersey
|
$12.8M
|
+$406K
|
+3,580
|
+3%
|
|
|
50
|
Falcon Wealth Planning
Ontario,
California
|
$12.6M
|
+$1.39M
|
+12,275
|
+11%
|
|
