|
26
|
True Link Financial Advisors
San Francisco,
California
|
$71.8M
|
+$4.61M
|
+92,296
|
+7%
|
|
|
27
|
First Interstate Bank
Billings,
Montana
|
$68.1M
|
+$68.8M
|
+1,376,014
|
New
|
|
|
28
|
Charles Schwab
San Francisco,
California
|
$59.1M
|
+$1.57M
|
+31,399
|
+3%
|
|
|
29
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$58.5M
|
-$519K
|
-10,383
|
-0.9%
|
|
|
30
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$54.5M
|
-$132M
|
-2,642,625
|
-71%
|
|
|
31
|
UBS Group
Zurich,
Switzerland
|
$51.5M
|
-$2.3M
|
-45,994
|
-4%
|
|
|
32
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$51M
|
-$1.31M
|
-26,269
|
-2%
|
|
|
33
|
AssetMark Inc
Concord,
California
|
$50.8M
|
+$8.89M
|
+177,863
|
+21%
|
|
|
34
|
Bank of New York Mellon
New York
|
$47.4M
|
-$648K
|
-12,956
|
-1%
|
|
|
35
|
Garde Capital
Seattle,
Washington
|
$45.7M
|
+$4.77M
|
+95,456
|
+12%
|
|
|
36
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$45.5M
|
+$2.73M
|
+54,500
|
+6%
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$44.9M
|
-$621K
|
-12,419
|
-1%
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$44.8M
|
+$1.38M
|
+27,561
|
+3%
|
|
|
39
|
Strategic Financial Services
Utica,
New York
|
$41.2M
|
+$2.58M
|
+51,618
|
+7%
|
|
|
40
|
Raymond James Financial
St Petersburg,
Florida
|
$39.2M
|
+$3.19M
|
+63,804
|
+9%
|
|
|
41
|
Adventist Health System West
Roseville,
California
|
$37.9M
|
–
|
–
|
–
|
|
|
42
|
Trust Company of Vermont
Brattleboro,
Vermont
|
$36.2M
|
+$14.1M
|
+282,208
|
+63%
|
|
|
43
|
Efficient Advisors
Mason,
Ohio
|
$35.3M
|
+$1M
|
+20,070
|
+3%
|
|
|
44
|
|
$35.1M
|
+$369K
|
+7,377
|
+1%
|
|
|
45
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$34.8M
|
-$7.9M
|
-157,979
|
-18%
|
|
|
46
|
Leonard Rickey Investment Advisors
Yakima,
Washington
|
$33.7M
|
+$3.87M
|
+77,357
|
+13%
|
|
|
47
|
Pacific Sage Partners
Edmonds,
Washington
|
$33.7M
|
+$3.32M
|
+66,465
|
+11%
|
|
|
48
|
Cornerstone National Bank & Trust
Palatine,
Illinois
|
$33.6M
|
+$1.56M
|
+31,135
|
+5%
|
|
|
49
|
Corient Private Wealth
Miami,
Florida
|
$33.1M
|
+$30.4M
|
+607,586
|
+987%
|
|
|
50
|
Marotta Asset Management
Charlottesville,
Virginia
|
$32.5M
|
+$824K
|
+16,477
|
+3%
|
|
