|
51
|
Univest Financial
Souderton,
Pennsylvania
|
$49.6M
|
+$1.97M
|
+32,651
|
+4%
|
|
|
52
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$48.8M
|
+$879K
|
+14,565
|
+2%
|
|
|
53
|
|
$48.4M
|
+$1.24M
|
+20,475
|
+3%
|
|
|
54
|
Towneley Capital Management
Laguna Hills,
California
|
$47.4M
|
+$505K
|
+8,370
|
+1%
|
|
|
55
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$45.9M
|
-$4.31M
|
-71,375
|
-9%
|
|
|
56
|
D.A. Davidson & Co
Great Falls,
Montana
|
$44.4M
|
+$1.49M
|
+24,640
|
+3%
|
|
|
57
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$44.2M
|
-$2.52M
|
-41,670
|
-5%
|
|
|
58
|
Sunflower Bank
Dallas,
Texas
|
$44.1M
|
-$21.3M
|
-352,695
|
-33%
|
|
|
59
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$43.5M
|
-$653K
|
-10,812
|
-1%
|
|
|
60
|
|
$43M
|
-$3M
|
-49,674
|
-7%
|
|
|
61
|
Focus Partners Wealth
Boston,
Massachusetts
|
$43M
|
+$20.9M
|
+346,083
|
+94%
|
|
|
62
|
SAM Advisors
Oakhurst,
California
|
$41.4M
|
-$106K
|
-1,753
|
-0.3%
|
|
|
63
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$41M
|
+$196K
|
+3,248
|
+0.5%
|
|
|
64
|
Comerica Bank
Dallas,
Texas
|
$40.5M
|
-$21.4K
|
-354
|
-0.1%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$40.3M
|
+$1.56M
|
+25,778
|
+4%
|
|
|
66
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$39.3M
|
-$338K
|
-5,604
|
-0.9%
|
|
|
67
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$39.3M
|
-$100K
|
-1,662
|
-0.3%
|
|
|
68
|
Efficient Advisors
Mason,
Ohio
|
$39.3M
|
+$472K
|
+7,818
|
+1%
|
|
|
69
|
Independent Advisor Alliance
Charlotte,
North Carolina
|
$38.6M
|
+$705K
|
+11,682
|
+2%
|
|
|
70
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$38.5M
|
+$5.74M
|
+95,052
|
+17%
|
|
|
71
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$37.4M
|
-$832K
|
-13,786
|
-2%
|
|
|
72
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$36.9M
|
+$3M
|
+49,700
|
+9%
|
|
|
73
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$36.3M
|
+$10.2M
|
+168,741
|
+39%
|
|
|
74
|
|
$36.1M
|
-$8.41M
|
-139,213
|
-19%
|
|
|
75
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$35.2M
|
-$101K
|
-1,670
|
-0.3%
|
|
