|
51
|
St Louis Trust
Saint Louis,
Missouri
|
$64.7M
|
+$5.66M
|
+91,681
|
+10%
|
|
|
52
|
Focus Partners Wealth
Boston,
Massachusetts
|
$60.1M
|
-$7.79M
|
-126,131
|
-12%
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$58.7M
|
+$425K
|
+6,874
|
+0.7%
|
|
|
54
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$58.2M
|
+$2.7M
|
+43,733
|
+5%
|
|
|
55
|
Towneley Capital Management
Laguna Hills,
California
|
$53.3M
|
+$2.34M
|
+37,836
|
+5%
|
|
|
56
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$51.6M
|
+$7.81M
|
+126,396
|
+18%
|
|
|
57
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$49.9M
|
+$2.71M
|
+43,812
|
+6%
|
|
|
58
|
Corrigan Financial
Middletown,
Rhode Island
|
$47.1M
|
+$7.45M
|
+120,586
|
+19%
|
|
|
59
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$46.8M
|
-$1.92M
|
-31,148
|
-4%
|
|
|
60
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$46.6M
|
-$857K
|
-13,870
|
-2%
|
|
|
61
|
D.A. Davidson & Co
Great Falls,
Montana
|
$46.6M
|
+$83.2K
|
+1,347
|
+0.2%
|
|
|
62
|
Gleason Group
Prospect,
Kentucky
|
$45.6M
|
+$1.64M
|
+26,555
|
+4%
|
|
|
63
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$45.4M
|
+$1.62M
|
+26,200
|
+4%
|
|
|
64
|
Bogart Wealth LLC
Mclean,
Virginia
|
$45.3M
|
-$125K
|
-2,016
|
-0.3%
|
|
|
65
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$44.8M
|
+$8.97M
|
+145,166
|
+25%
|
|
|
66
|
SAM Advisors
Oakhurst,
California
|
$44.7M
|
-$259K
|
-4,198
|
-0.6%
|
|
|
67
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$43.6M
|
-$273K
|
-4,412
|
-0.6%
|
|
|
68
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$43.1M
|
-$1.01M
|
-16,303
|
-2%
|
|
|
69
|
Creative Planning
Overland Park,
Kansas
|
$42.2M
|
+$363K
|
+5,875
|
+0.9%
|
|
|
70
|
Efficient Advisors
Mason,
Ohio
|
$42M
|
-$961K
|
-15,553
|
-2%
|
|
|
71
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$40.9M
|
+$157K
|
+2,535
|
+0.4%
|
|
|
72
|
GeoWealth Management
Chicago,
Illinois
|
$40.6M
|
-$15.8M
|
-256,473
|
-28%
|
|
|
73
|
Comerica Bank
Dallas,
Texas
|
$40M
|
+$18.8K
|
+305
|
+0%
|
|
|
74
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$39.6M
|
-$91.4K
|
-1,480
|
-0.2%
|
|
|
75
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$38.4M
|
-$380K
|
-6,158
|
-1%
|
|
