|
51
|
Vista Capital Partners
Portland,
Oregon
|
$223M
|
-$18.8M
|
-91,688
|
-7%
|
|
|
52
|
Sageworth Trust
Lancaster,
Pennsylvania
|
$217M
|
-$2.85M
|
-13,886
|
-1%
|
|
|
53
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$212M
|
-$33.8M
|
-164,523
|
-13%
|
|
|
54
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$210M
|
-$2.56M
|
-12,470
|
-1%
|
|
|
55
|
Foster Group
West Des Moines,
Iowa
|
$210M
|
+$5.38M
|
+26,206
|
+2%
|
|
|
56
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$201M
|
+$37.8M
|
+183,977
|
+21%
|
|
|
57
|
Private Advisor Group
Morristown,
New Jersey
|
$194M
|
-$16.6M
|
-80,882
|
-7%
|
|
|
58
|
Victory Capital Management
San Antonio,
Texas
|
$193M
|
+$44.3M
|
+215,584
|
+27%
|
|
|
59
|
Facet Wealth Inc
Baltimore,
Maryland
|
$191M
|
+$28.9M
|
+140,599
|
+16%
|
|
|
60
|
Brown Advisory
Baltimore,
Maryland
|
$186M
|
+$2.19M
|
+10,659
|
+1%
|
|
|
61
|
HighTower Advisors
Chicago,
Illinois
|
$183M
|
+$5.86M
|
+28,512
|
+3%
|
|
|
62
|
Gibson Capital
Wexford,
Pennsylvania
|
$180M
|
+$2M
|
+9,711
|
+1%
|
|
|
63
|
Zions Bancorporation
Salt Lake City,
Utah
|
$177M
|
-$12.8M
|
-62,149
|
-6%
|
|
|
64
|
Charles Schwab
San Francisco,
California
|
$173M
|
-$369K
|
-1,796
|
-0.2%
|
|
|
65
|
First Business Financial Services
Madison,
Wisconsin
|
$171M
|
-$5.92M
|
-28,806
|
-3%
|
|
|
66
|
Hernani LP
St. Helier,
Jersey
|
$171M
|
–
|
–
|
–
|
|
|
67
|
TIAA FSB
Jacksonville,
Florida
|
$164M
|
-$3.03M
|
-14,734
|
-2%
|
|
|
68
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$163M
|
+$14.9M
|
+72,514
|
+9%
|
|
|
69
|
Tidal Investments
Milwaukee,
Wisconsin
|
$159M
|
-$17.5M
|
-85,357
|
-9%
|
|
|
70
|
Merit Financial Group
Alpharetta,
Georgia
|
$153M
|
+$7.35M
|
+35,767
|
+5%
|
|
|
71
|
Stephens Inc
Little Rock,
Arkansas
|
$146M
|
-$39.2M
|
-190,763
|
-20%
|
|
|
72
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$143M
|
+$3.89M
|
+18,913
|
+3%
|
|
|
73
|
Wealthspire Advisors (New York)
New York
|
$143M
|
-$15.3M
|
-74,394
|
-9%
|
|
|
74
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$142M
|
-$1.16M
|
-5,636
|
-0.7%
|
|
|
75
|
Savant Capital
Rockford,
Illinois
|
$142M
|
+$91.3M
|
+444,185
|
+144%
|
|
