|
51
|
SoFi Wealth
San Francisco,
California
|
USD 49.6 M
|
+USD 2.44 M
|
+20,246
|
+5%
|
|
|
52
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
USD 48.5 M
|
+USD 47 M
|
+389,670
|
Nuevas
|
|
|
53
|
|
USD 48.1 M
|
+USD 1.2 M
|
+9,971
|
+3%
|
|
|
54
|
BOK Financial
Tulsa,
Oklahoma
|
USD 45.2 M
|
+USD 1.82 M
|
+15,126
|
+4%
|
|
|
55
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
USD 42.6 M
|
+USD 1.59 M
|
+13,205
|
+4%
|
|
|
56
|
Mariner
Overland Park,
Kansas
|
USD 42.1 M
|
-USD 4.63 M
|
-38,395
|
-10%
|
|
|
57
|
Atria Investments
Charlotte,
North Carolina
|
USD 39.5 M
|
+USD 3.71 M
|
+30,735
|
+11%
|
|
|
58
|
Pathstone Holdings
Englewood,
New Jersey
|
USD 39.3 M
|
+USD 12.1 M
|
+100,442
|
+47%
|
|
|
59
|
Kestra Advisory Services
Austin,
Texas
|
USD 39 M
|
+USD 1.21 M
|
+10,028
|
+3%
|
|
|
60
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
USD 37.8 M
|
+USD 2.23 M
|
+18,453
|
+6%
|
|
|
61
|
Icon Wealth Advisors
Houston,
Texas
|
USD 37.5 M
|
+USD 1.29 M
|
+10,708
|
+4%
|
|
|
62
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
USD 37.4 M
|
+USD 13.4 M
|
+111,392
|
+59%
|
|
|
63
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
USD 36.9 M
|
+USD 16.5 M
|
+136,635
|
+85%
|
|
|
64
|
NBT Bank
Norwich,
New York
|
USD 36.3 M
|
+USD 66.3 k
|
+550
|
+0.2%
|
|
|
65
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
USD 36.1 M
|
+USD 7.53 M
|
+62,419
|
+27%
|
|
|
66
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
USD 35.9 M
|
+USD 1.16 M
|
+9,594
|
+3%
|
|
|
67
|
|
USD 35.2 M
|
+USD 1.14 M
|
+9,463
|
+3%
|
|
|
68
|
HighTower Advisors
Chicago,
Illinois
|
USD 34.7 M
|
+USD 1.39 M
|
+11,521
|
+4%
|
|
|
69
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
USD 34 M
|
+USD 7.75 M
|
+64,254
|
+31%
|
|
|
70
|
UMB Bank
Kansas City,
Missouri
|
USD 33.8 M
|
-USD 1.29 M
|
-10,661
|
-4%
|
|
|
71
|
Choreo LLC
Rockford,
Illinois
|
USD 33.2 M
|
-USD 227 k
|
-1,881
|
-0.7%
|
|
|
72
|
Cresset Asset Management
Chicago,
Illinois
|
USD 28.6 M
|
+USD 547 k
|
+4,534
|
+2%
|
|
|
73
|
Integrity Alliance
Urbandale,
Iowa
|
USD 27.4 M
|
+USD 13.7 M
|
+113,245
|
+105%
|
|
|
74
|
Waller Financial Planning Group
Columbus,
Ohio
|
USD 27.4 M
|
+USD 517 k
|
+4,285
|
+2%
|
|
|
75
|
Bank of Montreal
Toronto,
Ontario, Canada
|
USD 25.6 M
|
-USD 2.44 M
|
-20,196
|
-9%
|
|
