|
26
|
Franklin Resources
San Mateo,
California
|
$62M
|
+$770K
|
+16,300
|
+1%
|
|
|
27
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$54.5M
|
+$6.11M
|
+129,270
|
+13%
|
|
|
28
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$54.3M
|
-$5.3M
|
-112,126
|
-9%
|
|
|
29
|
Corient Private Wealth
Miami,
Florida
|
$52.5M
|
+$2.77M
|
+58,711
|
+6%
|
|
|
30
|
Satovsky Asset Management
New York
|
$48.6M
|
+$1.21M
|
+25,600
|
+3%
|
|
|
31
|
Ameriprise
Minneapolis,
Minnesota
|
$47.9M
|
-$9.57M
|
-202,452
|
-17%
|
|
|
32
|
Adventist Health System West
Roseville,
California
|
$45.7M
|
–
|
–
|
–
|
|
|
33
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$43.8M
|
-$2.84M
|
-60,153
|
-6%
|
|
|
34
|
|
$40.4M
|
+$25M
|
+529,759
|
+163%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$38.5M
|
-$23.9M
|
-505,402
|
-38%
|
|
|
36
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$33.7M
|
+$1.27M
|
+26,840
|
+4%
|
|
|
37
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$33.7M
|
+$1.27M
|
+26,840
|
+4%
|
|
|
38
|
Efficient Advisors
Mason,
Ohio
|
$33.5M
|
+$542K
|
+11,481
|
+2%
|
|
|
39
|
Beaird Harris Wealth Management
Dallas,
Texas
|
$32.6M
|
+$576K
|
+12,187
|
+2%
|
|
|
40
|
SMI Advisory Services
Columbus,
Indiana
|
$31.3M
|
+$31.3M
|
+663,117
|
New
|
|
|
41
|
AssetMark Inc
Concord,
California
|
$31.3M
|
+$3.07M
|
+64,925
|
+11%
|
|
|
42
|
Morningstar Investment Services
Chicago,
Illinois
|
$31.1M
|
-$192K
|
-4,066
|
-0.6%
|
|
|
43
|
Studio Investment Management
Chicago,
Illinois
|
$30.3M
|
-$757K
|
-16,018
|
-2%
|
|
|
44
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.9M
|
-$22M
|
-465,176
|
-42%
|
|
|
45
|
Wealthspire Advisors (New York)
New York
|
$29.7M
|
+$13.9M
|
+294,235
|
+88%
|
|
|
46
|
Marotta Asset Management
Charlottesville,
Virginia
|
$29.3M
|
+$1.17M
|
+24,709
|
+4%
|
|
|
47
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$29.1M
|
-$3.86M
|
-81,656
|
-12%
|
|
|
48
|
True Link Financial Advisors
San Francisco,
California
|
$27.8M
|
+$1.73M
|
+36,525
|
+7%
|
|
|
49
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$26.1M
|
+$30.8K
|
+652
|
+0.1%
|
|
|
50
|
Compton Financial Group
Towson,
Maryland
|
$25.8M
|
+$2.47M
|
+52,253
|
+11%
|
|
