|
26
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$28.8M
|
+$2.01M
|
+40,733
|
+8%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.6M
|
-$7.26M
|
-147,386
|
-21%
|
|
|
28
|
Modera Wealth Management
Westwood,
New Jersey
|
$24.6M
|
-$394K
|
-8,006
|
-2%
|
|
|
29
|
Credit Suisse
Zurich,
Switzerland
|
$24.5M
|
-$4.28M
|
-86,854
|
-15%
|
|
|
30
|
Perella Weinberg Partners Capital Management
New York
|
$23.3M
|
-$11.4M
|
-232,052
|
-33%
|
|
|
31
|
Barry Investment Advisors
New Bedford,
Massachusetts
|
$22.9M
|
+$532K
|
+10,815
|
+2%
|
|
|
32
|
Webster Bank
Waterbury,
Connecticut
|
$22.2M
|
-$79.6K
|
-1,617
|
-0.4%
|
|
|
33
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$21.8M
|
+$2.24M
|
+45,568
|
+11%
|
|
|
34
|
US Bancorp
Minneapolis,
Minnesota
|
$21M
|
-$5.78M
|
-117,470
|
-22%
|
|
|
35
|
|
$21M
|
-$139M
|
-2,816,799
|
-87%
|
|
|
36
|
Alaska Wealth Advisors
Anchorage,
Alaska
|
$20.9M
|
-$14.1M
|
-285,422
|
-40%
|
|
|
37
|
Avidian Wealth Enterprises
Houston,
Texas
|
$19.7M
|
+$743K
|
+15,084
|
+4%
|
|
|
38
|
Morningstar Investment Services
Chicago,
Illinois
|
$19.5M
|
+$589K
|
+11,969
|
+3%
|
|
|
39
|
Morningstar Investment Management
Chicago,
Illinois
|
$19.1M
|
+$3.1M
|
+63,018
|
+19%
|
|
|
40
|
Lutz Financial Services
Omaha,
Nebraska
|
$19.1M
|
-$1.6M
|
-32,453
|
-8%
|
|
|
41
|
Garde Capital
Seattle,
Washington
|
$18.3M
|
+$533K
|
+10,825
|
+3%
|
|
|
42
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$18.2M
|
-$227K
|
-4,615
|
-1%
|
|
|
43
|
AssetMark Inc
Concord,
California
|
$17.1M
|
+$861K
|
+17,478
|
+5%
|
|
|
44
|
Columbus Macro
New Castle,
Pennsylvania
|
$16.9M
|
-$405K
|
-8,218
|
-2%
|
|
|
45
|
First Allied Advisory Services
San Diego,
California
|
$15.8M
|
-$414K
|
-8,413
|
-3%
|
|
|
46
|
|
$15.7M
|
-$441K
|
-8,950
|
-3%
|
|
|
47
|
Bank of New York Mellon
New York
|
$15.3M
|
+$1.75M
|
+35,596
|
+13%
|
|
|
48
|
Capital One National Association
New York
|
$15.2M
|
+$15.2M
|
+308,270
|
New
|
|
|
49
|
Cypress Capital
Franklin,
Tennessee
|
$15M
|
+$539K
|
+10,939
|
+4%
|
|
|
50
|
FDx Advisors
Chicago,
Illinois
|
$14.4M
|
-$1.14M
|
-23,201
|
-7%
|
|
