|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$121M
|
+$7.31M
|
+112,555
|
+7%
|
|
|
27
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$118M
|
-$5.62M
|
-86,613
|
-5%
|
|
|
28
|
|
$110M
|
-$4.45M
|
-68,568
|
-4%
|
|
|
29
|
SEI Investments
Oaks,
Pennsylvania
|
$109M
|
+$20.2M
|
+310,945
|
+24%
|
|
|
30
|
3EDGE Asset Management
Naples,
Florida
|
$108M
|
+$10.2M
|
+157,061
|
+11%
|
|
|
31
|
Zhang Financial
Portage,
Michigan
|
$108M
|
+$5.98M
|
+92,141
|
+6%
|
|
|
32
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$104M
|
-$11.7M
|
-179,682
|
-11%
|
|
|
33
|
Tidal Investments
Milwaukee,
Wisconsin
|
$101M
|
-$148K
|
-2,273
|
-0.2%
|
|
|
34
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$98.9M
|
+$92.9M
|
+1,430,993
|
New
|
|
|
35
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$96.3M
|
+$6.85M
|
+105,456
|
+8%
|
|
|
36
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$94.6M
|
-$3.67M
|
-56,541
|
-4%
|
|
|
37
|
AllianceBernstein
Nashville,
Tennessee
|
$89.3M
|
-$623K
|
-9,601
|
-0.7%
|
|
|
38
|
Global Endowment Management
Charlotte,
North Carolina
|
$86.5M
|
-$5.12M
|
-78,860
|
-6%
|
|
|
39
|
Angeles Wealth Management
Santa Monica,
California
|
$85.8M
|
+$4.22M
|
+64,959
|
+6%
|
|
|
40
|
Focus Partners Wealth
Boston,
Massachusetts
|
$85M
|
+$17.1M
|
+263,412
|
+27%
|
|
|
41
|
Sentinel Trust
Houston,
Texas
|
$82.8M
|
-$5.62M
|
-86,613
|
-7%
|
|
|
42
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$79.2M
|
-$3.27M
|
-50,324
|
-4%
|
|
|
43
|
St Louis Trust
Saint Louis,
Missouri
|
$77.4M
|
+$5.06M
|
+77,964
|
+7%
|
|
|
44
|
Gleason Group
Prospect,
Kentucky
|
$77.3M
|
+$25M
|
+384,355
|
+52%
|
|
|
45
|
Country Club Bank
Kansas City,
Missouri
|
$75.9M
|
+$668K
|
+10,285
|
+0.9%
|
|
|
46
|
Verus Financial Partners
Richmond,
Virginia
|
$74.7M
|
-$895K
|
-13,791
|
-1%
|
|
|
47
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$68.4M
|
+$3.42M
|
+52,645
|
+6%
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
$64.6M
|
-$665K
|
-10,238
|
-1%
|
|
|
49
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$63.4M
|
+$5.62M
|
+86,489
|
+10%
|
|
|
50
|
IEQ Capital
Foster City,
California
|
$58.6M
|
+$48.2M
|
+742,504
|
+699%
|
|
