|
51
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$58.2M
|
+$2.5M
|
+38,428
|
+5%
|
|
|
52
|
Congress Wealth Management
Boston,
Massachusetts
|
$57.8M
|
+$49.8M
|
+766,492
|
+1,100%
|
|
|
53
|
Kestra Advisory Services
Austin,
Texas
|
$57.2M
|
-$17.5M
|
-269,870
|
-25%
|
|
|
54
|
Towneley Capital Management
Laguna Hills,
California
|
$56.2M
|
-$2.99M
|
-45,984
|
-5%
|
|
|
55
|
|
$55.7M
|
-$22.9M
|
-352,631
|
-30%
|
|
|
56
|
Savant Capital
Rockford,
Illinois
|
$55.4M
|
+$51.1M
|
+786,676
|
+5,008%
|
|
|
57
|
D.A. Davidson & Co
Great Falls,
Montana
|
$52.6M
|
+$761K
|
+11,715
|
+2%
|
|
|
58
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$51.6M
|
-$245K
|
-3,776
|
-0.5%
|
|
|
59
|
Luminvest Wealth Management
Scottsdale,
Arizona
|
$51.3M
|
+$2.66M
|
+40,912
|
+6%
|
|
|
60
|
Roble Belko & Company
Sewickley,
Pennsylvania
|
$50.9M
|
-$1.06M
|
-16,355
|
-2%
|
|
|
61
|
SAM Advisors
Oakhurst,
California
|
$50.8M
|
+$908K
|
+13,977
|
+2%
|
|
|
62
|
Bogart Wealth LLC
Mclean,
Virginia
|
$50.3M
|
-$75.2K
|
-1,158
|
-0.2%
|
|
|
63
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$49.5M
|
-$336K
|
-5,178
|
-0.7%
|
|
|
64
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$49.3M
|
+$1.24M
|
+19,163
|
+3%
|
|
|
65
|
Provenance Wealth Advisors
Fort Lauderdale,
Florida
|
$47M
|
+$1.32M
|
+20,318
|
+3%
|
|
|
66
|
Creative Planning
Overland Park,
Kansas
|
$46.7M
|
-$320K
|
-4,929
|
-0.7%
|
|
|
67
|
Prudential plc
London, England,
United Kingdom
|
$45.6M
|
+$21.4M
|
+330,000
|
+100%
|
|
|
68
|
Comerica Bank
Dallas,
Texas
|
$44.7M
|
+$213K
|
+3,277
|
+0.5%
|
|
|
69
|
Equitable Holdings
New York
|
$44.4M
|
+$4.36M
|
+67,132
|
+12%
|
|
|
70
|
Efficient Advisors
Mason,
Ohio
|
$44.3M
|
-$2.37M
|
-36,437
|
-5%
|
|
|
71
|
Okabena Investment Services
Minneapolis,
Minnesota
|
$44M
|
–
|
–
|
–
|
|
|
72
|
Tenon Financial
Metuchen,
New Jersey
|
$43.2M
|
+$21.6M
|
+333,161
|
+102%
|
|
|
73
|
25 LLC
St. Louis,
Missouri
|
$43M
|
+$1.2M
|
+18,492
|
+3%
|
|
|
74
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$42.5M
|
-$7.51M
|
-115,700
|
-16%
|
|
|
75
|
Topsail Wealth Management
Charlotte,
North Carolina
|
$42.4M
|
-$256K
|
-3,941
|
-0.6%
|
|
