|
51
|
St Louis Trust
Saint Louis,
Missouri
|
$51.8M
|
+$1.43M
|
+24,510
|
+3%
|
|
|
52
|
BOK Financial Private Wealth
Denver,
Colorado
|
$51.5M
|
+$12.1M
|
+207,139
|
+32%
|
|
|
53
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$50.2M
|
-$20.9M
|
-359,122
|
-30%
|
|
|
54
|
GeoWealth Management
Chicago,
Illinois
|
$50.2M
|
+$48.4M
|
+832,208
|
New
|
|
|
55
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$47.9M
|
-$746K
|
-12,824
|
-2%
|
|
|
56
|
Univest Financial
Souderton,
Pennsylvania
|
$47.6M
|
+$3.4M
|
+58,330
|
+8%
|
|
|
57
|
|
$47.2M
|
+$4.25M
|
+73,054
|
+10%
|
|
|
58
|
Towneley Capital Management
Laguna Hills,
California
|
$46.9M
|
+$727K
|
+12,494
|
+2%
|
|
|
59
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$46.7M
|
+$6.3M
|
+108,214
|
+16%
|
|
|
60
|
|
$46M
|
-$619K
|
-10,633
|
-1%
|
|
|
61
|
|
$44.5M
|
-$6.41M
|
-110,100
|
-13%
|
|
|
62
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$44.2M
|
+$525K
|
+9,019
|
+1%
|
|
|
63
|
D.A. Davidson & Co
Great Falls,
Montana
|
$42.9M
|
+$1.9M
|
+32,689
|
+5%
|
|
|
64
|
SAM Advisors
Oakhurst,
California
|
$41.5M
|
+$700K
|
+12,028
|
+2%
|
|
|
65
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$40.8M
|
+$3.08M
|
+52,840
|
+8%
|
|
|
66
|
Comerica Bank
Dallas,
Texas
|
$40.6M
|
+$385K
|
+6,621
|
+1%
|
|
|
67
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$39.7M
|
+$330K
|
+5,667
|
+0.9%
|
|
|
68
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$39.4M
|
+$826K
|
+14,190
|
+2%
|
|
|
69
|
Efficient Advisors
Mason,
Ohio
|
$38.8M
|
+$1.09M
|
+18,729
|
+3%
|
|
|
70
|
Creative Planning
Overland Park,
Kansas
|
$38.8M
|
+$3.22M
|
+55,255
|
+9%
|
|
|
71
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$38.2M
|
-$629K
|
-10,810
|
-2%
|
|
|
72
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$37.9M
|
-$27.3M
|
-469,453
|
-43%
|
|
|
73
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$35.3M
|
+$19.7M
|
+339,275
|
+138%
|
|
|
74
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$35M
|
-$460K
|
-7,902
|
-1%
|
|
|
75
|
Peak Financial Management
Wellesley,
Massachusetts
|
$34.3M
|
+$486K
|
+8,349
|
+1%
|
|
