|
26
|
Corient Private Wealth
Miami,
Florida
|
$165M
|
-$6.89M
|
-86,834
|
-4%
|
|
|
27
|
Univest Financial
Souderton,
Pennsylvania
|
$164M
|
+$2.11M
|
+26,520
|
+1%
|
|
|
28
|
First American Financial Corporation
Santa Ana,
California
|
$162M
|
+$1.21M
|
+15,250
|
+0.7%
|
|
|
29
|
Tidal Investments
Milwaukee,
Wisconsin
|
$162M
|
+$8.75M
|
+110,204
|
+6%
|
|
|
30
|
Zhang Financial
Portage,
Michigan
|
$161M
|
+$16.1M
|
+202,295
|
+11%
|
|
|
31
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$155M
|
-$92.4M
|
-1,164,330
|
-36%
|
|
|
32
|
SEI Investments
Oaks,
Pennsylvania
|
$146M
|
+$10.2M
|
+128,214
|
+7%
|
|
|
33
|
|
$144M
|
+$17.1M
|
+215,700
|
+13%
|
|
|
34
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$136M
|
+$28.9M
|
+364,154
|
+26%
|
|
|
35
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$134M
|
-$4.4M
|
-55,423
|
-3%
|
|
|
36
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$129M
|
+$1.05M
|
+13,211
|
+0.8%
|
|
|
37
|
Angeles Wealth Management
Santa Monica,
California
|
$127M
|
+$19.9M
|
+250,388
|
+18%
|
|
|
38
|
|
$126M
|
+$15.8M
|
+198,564
|
+13%
|
|
|
39
|
Focus Partners Wealth
Boston,
Massachusetts
|
$125M
|
+$1.38M
|
+17,385
|
+1%
|
|
|
40
|
Rockefeller Capital Management
New York
|
$116M
|
+$26.9M
|
+339,009
|
+29%
|
|
|
41
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$112M
|
-$2.47M
|
-31,092
|
-2%
|
|
|
42
|
Global Endowment Management
Charlotte,
North Carolina
|
$111M
|
+$19.7M
|
+247,799
|
+21%
|
|
|
43
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$110M
|
+$35.6M
|
+448,929
|
+46%
|
|
|
44
|
Sentinel Trust
Houston,
Texas
|
$109M
|
+$3.75M
|
+47,220
|
+3%
|
|
|
45
|
Gleason Group
Prospect,
Kentucky
|
$102M
|
+$4.69M
|
+59,102
|
+5%
|
|
|
46
|
AllianceBernstein
Nashville,
Tennessee
|
$99.2M
|
+$1.91M
|
+24,051
|
+2%
|
|
|
47
|
Allen Investment Management
New York
|
$92.8M
|
+$26.9M
|
+338,746
|
+39%
|
|
|
48
|
St Louis Trust
Saint Louis,
Missouri
|
$92.6M
|
-$368K
|
-4,641
|
-0.4%
|
|
|
49
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$90M
|
-$26.6M
|
-335,220
|
-22%
|
|
|
50
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$88.7M
|
+$293K
|
+3,690
|
+0.3%
|
|
