|
26
|
Klingman & Associates
New York
|
$57.6M
|
+$2.22M
|
+46,618
|
+4%
|
|
|
27
|
Cambridge Associates
Boston,
Massachusetts
|
$55.7M
|
+$6.77M
|
+142,004
|
+14%
|
|
|
28
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$52.1M
|
-$5.57M
|
-116,849
|
-10%
|
|
|
29
|
Corient Private Wealth
Miami,
Florida
|
$49.9M
|
+$6.61M
|
+138,586
|
+15%
|
|
|
30
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$48.5M
|
+$13.5M
|
+283,915
|
+38%
|
|
|
31
|
Satovsky Asset Management
New York
|
$47.6M
|
+$1.32M
|
+27,616
|
+3%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$46.7M
|
+$5.43M
|
+113,855
|
+13%
|
|
|
33
|
Adventist Health System West
Roseville,
California
|
$45.8M
|
–
|
–
|
–
|
|
|
34
|
|
$45.8M
|
+$3.77M
|
+78,978
|
+9%
|
|
|
35
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$42.6M
|
+$6.82M
|
+143,164
|
+19%
|
|
|
36
|
CoreCap Advisors
Southfield,
Michigan
|
$33.9M
|
+$34.1M
|
+714,787
|
New
|
|
|
37
|
Efficient Advisors
Mason,
Ohio
|
$33.1M
|
+$152K
|
+3,196
|
+0.5%
|
|
|
38
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$33M
|
+$33.2M
|
+696,155
|
New
|
|
|
39
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$32.6M
|
+$885K
|
+18,571
|
+3%
|
|
|
40
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$32.6M
|
+$1.3M
|
+27,297
|
+4%
|
|
|
41
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$32.1M
|
-$13.3M
|
-279,844
|
-29%
|
|
|
42
|
Morningstar Investment Services
Chicago,
Illinois
|
$31.4M
|
+$11.4M
|
+239,411
|
+57%
|
|
|
43
|
Studio Investment Management
Chicago,
Illinois
|
$31.1M
|
+$1.26M
|
+26,508
|
+4%
|
|
|
44
|
AssetMark Inc
Concord,
California
|
$28.3M
|
+$861K
|
+18,053
|
+3%
|
|
|
45
|
Marotta Asset Management
Charlottesville,
Virginia
|
$28.2M
|
+$28.4M
|
+594,930
|
New
|
|
|
46
|
True Link Financial Advisors
San Francisco,
California
|
$26.2M
|
+$1.26M
|
+26,531
|
+5%
|
|
|
47
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$26.1M
|
-$355K
|
-7,449
|
-1%
|
|
|
48
|
Avion Wealth
The Woodlands,
Texas
|
$25.4M
|
+$1.27M
|
+26,623
|
+5%
|
|
|
49
|
AJ Wealth Strategies
New York
|
$25.2M
|
+$6.4M
|
+134,155
|
+34%
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$24.3M
|
-$3.59M
|
-75,393
|
-13%
|
|
