|
26
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$112M
|
+$111M
|
+1,797,532
|
New
|
|
|
27
|
First American Financial Corporation
Santa Ana,
California
|
$111M
|
-$4.26M
|
-68,980
|
-4%
|
|
|
28
|
HighTower Advisors
Chicago,
Illinois
|
$111M
|
+$5.07M
|
+82,147
|
+5%
|
|
|
29
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$104M
|
-$35.8M
|
-579,544
|
-26%
|
|
|
30
|
|
$103M
|
+$662K
|
+10,722
|
+0.6%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$102M
|
+$7.06M
|
+114,295
|
+8%
|
|
|
32
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$95.8M
|
-$5.25M
|
-84,976
|
-5%
|
|
|
33
|
Zhang Financial
Portage,
Michigan
|
$91.3M
|
+$12.3M
|
+198,843
|
+16%
|
|
|
34
|
Tidal Investments
Milwaukee,
Wisconsin
|
$91.1M
|
+$8.96M
|
+145,101
|
+11%
|
|
|
35
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$88.5M
|
-$5.28M
|
-85,526
|
-6%
|
|
|
36
|
3EDGE Asset Management
Naples,
Florida
|
$87.8M
|
+$24.5M
|
+396,666
|
+39%
|
|
|
37
|
Global Endowment Management
Charlotte,
North Carolina
|
$82.7M
|
-$10.6M
|
-172,352
|
-11%
|
|
|
38
|
AllianceBernstein
Nashville,
Tennessee
|
$80.8M
|
-$5.4M
|
-87,475
|
-6%
|
|
|
39
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$80M
|
+$7.44M
|
+120,375
|
+10%
|
|
|
40
|
Sentinel Trust
Houston,
Texas
|
$79.8M
|
-$742K
|
-12,007
|
-0.9%
|
|
|
41
|
SEI Investments
Oaks,
Pennsylvania
|
$79M
|
+$78.5M
|
+1,271,389
|
New
|
|
|
42
|
Lindbrook Capital
Calabasas,
California
|
$77.3M
|
+$1.23M
|
+19,899
|
+2%
|
|
|
43
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$74.3M
|
+$273K
|
+4,420
|
+0.4%
|
|
|
44
|
|
$73.2M
|
+$2.63M
|
+42,571
|
+4%
|
|
|
45
|
Angeles Wealth Management
Santa Monica,
California
|
$73.1M
|
+$4.41M
|
+71,329
|
+6%
|
|
|
46
|
|
$71.9M
|
-$3.3M
|
-53,440
|
-4%
|
|
|
47
|
Country Club Bank
Kansas City,
Missouri
|
$68.2M
|
+$2.89M
|
+46,748
|
+4%
|
|
|
48
|
Kestra Advisory Services
Austin,
Texas
|
$68.1M
|
-$4.65M
|
-75,218
|
-6%
|
|
|
49
|
Verus Financial Partners
Richmond,
Virginia
|
$66.5M
|
-$1.22M
|
-19,764
|
-2%
|
|
|
50
|
BOK Financial Private Wealth
Denver,
Colorado
|
$65.9M
|
-$3.26M
|
-52,770
|
-5%
|
|
