|
26
|
Diversified Trust
Memphis,
Tennessee
|
$56M
|
-$255K
|
-1,719
|
-0.5%
|
|
|
27
|
Vanguard Group
Malvern,
Pennsylvania
|
$55.5M
|
+$49.9M
|
+336,813
|
New
|
|
|
28
|
Wealthspire Advisors (New York)
New York
|
$55.1M
|
+$33.1M
|
+223,290
|
+201%
|
|
|
29
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$51.7M
|
+$28.5M
|
+192,404
|
+158%
|
|
|
30
|
Standard Family Office
Sioux Falls,
South Dakota
|
$51M
|
+$45.9M
|
+309,651
|
New
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$50M
|
+$17.6M
|
+118,434
|
+64%
|
|
|
32
|
Cobblestone Capital Advisors
Rochester,
New York
|
$41.8M
|
-$566K
|
-3,818
|
-1%
|
|
|
33
|
Barclays
London,
United Kingdom
|
$39.3M
|
+$249K
|
+1,680
|
+0.7%
|
|
|
34
|
Raymond James Trust
St. Petersburg,
Florida
|
$38.5M
|
+$1.48M
|
+9,970
|
+4%
|
|
|
35
|
|
$38.5M
|
+$1.38M
|
+9,338
|
+4%
|
|
|
36
|
Bridgeworth
Birmingham,
Alabama
|
$38.4M
|
+$1.27M
|
+8,542
|
+4%
|
|
|
37
|
United Services Automobile Association
San Antonio,
Texas
|
$38.4M
|
-$2.07M
|
-13,977
|
-6%
|
|
|
38
|
Brown Advisory
Baltimore,
Maryland
|
$38.2M
|
+$716K
|
+4,832
|
+2%
|
|
|
39
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.6M
|
+$4.77M
|
+32,152
|
+16%
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$34.4M
|
+$2.45M
|
+16,551
|
+9%
|
|
|
41
|
Ancora Advisors
Cleveland,
Ohio
|
$31.2M
|
+$52.2K
|
+352
|
+0.2%
|
|
|
42
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$31.2M
|
-$296K
|
-1,995
|
-1%
|
|
|
43
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$30.7M
|
+$27.6M
|
+186,485
|
New
|
|
|
44
|
Act Wealth Management
Plano,
Texas
|
$30.6M
|
+$27.6M
|
+186,029
|
New
|
|
|
45
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$29M
|
+$3.28M
|
+22,141
|
+14%
|
|
|
46
|
Systelligence LLC
Bloomington,
Minnesota
|
$28.7M
|
+$25.8M
|
+173,984
|
New
|
|
|
47
|
Natixis Advisors
Boston,
Massachusetts
|
$27.9M
|
-$975K
|
-6,581
|
-4%
|
|
|
48
|
Gleason Group
Prospect,
Kentucky
|
$26.6M
|
+$1.85M
|
+12,487
|
+8%
|
|
|
49
|
AdvicePeriod
Los Angeles,
California
|
$26M
|
+$4.44M
|
+29,936
|
+23%
|
|
|
50
|
Ballentine Partners
Waltham,
Massachusetts
|
$23.4M
|
+$3.16M
|
+21,294
|
+18%
|
|
