|
26
|
Univest Financial
Souderton,
Pennsylvania
|
$159M
|
+$1.19M
|
+15,960
|
+0.8%
|
|
|
27
|
First American Financial Corporation
Santa Ana,
California
|
$158M
|
+$35.5M
|
+475,840
|
+29%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$156M
|
-$2.29M
|
-30,641
|
-1%
|
|
|
29
|
Tidal Investments
Milwaukee,
Wisconsin
|
$150M
|
+$28.7M
|
+383,923
|
+24%
|
|
|
30
|
Zhang Financial
Portage,
Michigan
|
$142M
|
+$10.4M
|
+139,713
|
+8%
|
|
|
31
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$136M
|
+$6.39M
|
+85,635
|
+5%
|
|
|
32
|
SEI Investments
Oaks,
Pennsylvania
|
$133M
|
+$5.96M
|
+79,846
|
+5%
|
|
|
33
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$125M
|
+$7.36M
|
+98,512
|
+6%
|
|
|
34
|
|
$124M
|
+$4.59M
|
+61,406
|
+4%
|
|
|
35
|
Focus Partners Wealth
Boston,
Massachusetts
|
$121M
|
+$17.8M
|
+238,502
|
+17%
|
|
|
36
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$113M
|
+$1.77M
|
+23,651
|
+2%
|
|
|
37
|
|
$112M
|
+$15.3M
|
+204,633
|
+16%
|
|
|
38
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$112M
|
+$2.2M
|
+29,521
|
+2%
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$106M
|
+$1.72M
|
+23,045
|
+2%
|
|
|
40
|
Angeles Wealth Management
Santa Monica,
California
|
$105M
|
+$7.92M
|
+106,115
|
+8%
|
|
|
41
|
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
$104M
|
-$25.6M
|
-342,550
|
-20%
|
|
|
42
|
Sentinel Trust
Houston,
Texas
|
$103M
|
+$9.13M
|
+122,221
|
+10%
|
|
|
43
|
AllianceBernstein
Nashville,
Tennessee
|
$97.3M
|
-$200K
|
-2,677
|
-0.2%
|
|
|
44
|
Gleason Group
Prospect,
Kentucky
|
$95.7M
|
+$3.86M
|
+51,753
|
+4%
|
|
|
45
|
3EDGE Asset Management
Naples,
Florida
|
$94.8M
|
-$28.9M
|
-386,703
|
-24%
|
|
|
46
|
St Louis Trust
Saint Louis,
Missouri
|
$90.9M
|
-$846K
|
-11,328
|
-0.9%
|
|
|
47
|
Global Endowment Management
Charlotte,
North Carolina
|
$89.9M
|
+$744K
|
+9,968
|
+0.8%
|
|
|
48
|
Penserra Capital Management
Orinda,
California
|
$89.6M
|
+$53.1M
|
+711,777
|
+150%
|
|
|
49
|
Rockefeller Capital Management
New York
|
$88.1M
|
+$3.84M
|
+51,380
|
+5%
|
|
|
50
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$86.5M
|
-$3.29K
|
-44
|
-0%
|
|
