|
26
|
Vanguard National Trust
Malvern,
Pennsylvania
|
$205M
|
+$1.87M
|
+22,294
|
+0.9%
|
|
|
27
|
Zhang Financial
Portage,
Michigan
|
$192M
|
+$13.7M
|
+163,740
|
+8%
|
|
|
28
|
Mercer Global Advisors
Denver,
Colorado
|
$189M
|
+$143M
|
+1,710,490
|
+342%
|
|
|
29
|
Tidal Investments
Milwaukee,
Wisconsin
|
$184M
|
+$4.34M
|
+51,832
|
+2%
|
|
|
30
|
Univest Financial
Souderton,
Pennsylvania
|
$184M
|
+$1.91M
|
+22,765
|
+1%
|
|
|
31
|
Corient Private Wealth
Miami,
Florida
|
$182M
|
-$1.48M
|
-17,635
|
-0.8%
|
|
|
32
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$182M
|
+$11.6M
|
+138,207
|
+7%
|
|
|
33
|
|
$181M
|
+$33.2M
|
+395,955
|
+21%
|
|
|
34
|
SEI Investments
Oaks,
Pennsylvania
|
$167M
|
+$5.16M
|
+61,649
|
+3%
|
|
|
35
|
First American Financial Corporation
Santa Ana,
California
|
$164M
|
-$15.7M
|
-187,246
|
-9%
|
|
|
36
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$155M
|
+$4.02M
|
+48,043
|
+3%
|
|
|
37
|
|
$150M
|
+$6.47M
|
+77,249
|
+5%
|
|
|
38
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$149M
|
-$336K
|
-4,007
|
-0.2%
|
|
|
39
|
Angeles Wealth Management
Santa Monica,
California
|
$147M
|
+$6.49M
|
+77,535
|
+5%
|
|
|
40
|
Focus Partners Wealth
Boston,
Massachusetts
|
$145M
|
+$6.48M
|
+77,436
|
+5%
|
|
|
41
|
Rockefeller Capital Management
New York
|
$131M
|
+$2M
|
+23,889
|
+2%
|
|
|
42
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$126M
|
+$3.71M
|
+44,363
|
+3%
|
|
|
43
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$123M
|
-$806K
|
-9,624
|
-0.7%
|
|
|
44
|
Allen Investment Management
New York
|
$119M
|
+$16.1M
|
+192,076
|
+16%
|
|
|
45
|
Sentinel Trust
Houston,
Texas
|
$117M
|
-$3.5M
|
-41,852
|
-3%
|
|
|
46
|
Gleason Group
Prospect,
Kentucky
|
$116M
|
+$2.06M
|
+24,606
|
+2%
|
|
|
47
|
Global Endowment Management
Charlotte,
North Carolina
|
$104M
|
-$18.6M
|
-222,295
|
-15%
|
|
|
48
|
AllianceBernstein
Nashville,
Tennessee
|
$103M
|
+$2.3M
|
+27,418
|
+2%
|
|
|
49
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$102M
|
+$2.16M
|
+25,823
|
+2%
|
|
|
50
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$99.2M
|
+$13.4M
|
+160,035
|
+16%
|
|
