|
51
|
Oxford Financial Group
Carmel,
Indiana
|
$9049万
|
+$114万
|
+10,697
|
+1%
|
|
|
52
|
|
$8467万
|
-$4090万
|
-382,424
|
-33%
|
|
|
53
|
Angeles Wealth Management
Santa Monica,
California
|
$8380万
|
+$119万
|
+11,155
|
+1%
|
|
|
54
|
Beacon Pointe Advisors
Newport Beach,
California
|
$8376万
|
+$238万
|
+22,229
|
+3%
|
|
|
55
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$8111万
|
+$1085万
|
+101,412
|
+16%
|
|
|
56
|
Rockefeller Capital Management
New York
|
$7474万
|
-$129万
|
-12,036
|
-2%
|
|
|
57
|
SoFi Wealth
San Francisco,
California
|
$7173万
|
+$488万
|
+45,596
|
+7%
|
|
|
58
|
Bessemer Group
Woodbridge,
New Jersey
|
$7048万
|
+$84.2万
|
+7,872
|
+1%
|
|
|
59
|
United Capital Financial Advisors
Irving,
Texas
|
$7042万
|
+$442万
|
+41,359
|
+7%
|
|
|
60
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6986万
|
+$1717万
|
+160,579
|
+33%
|
|
|
61
|
Stifel Financial
St. Louis,
Missouri
|
$6972万
|
+$130万
|
+12,123
|
+2%
|
|
|
62
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$6928万
|
-$21.9万
|
-2,048
|
-0.3%
|
|
|
63
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$6788万
|
-$30.6万
|
-2,857
|
-0.5%
|
|
|
64
|
Farther Finance Advisors
San Francisco,
California
|
$6658万
|
+$919万
|
+85,900
|
+16%
|
|
|
65
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$6639万
|
+$540万
|
+50,487
|
+9%
|
|
|
66
|
Kestra Investment Management
Austin,
Texas
|
$6635万
|
-$3209万
|
-300,062
|
-33%
|
|
|
67
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$6541万
|
–
|
–
|
–
|
|
|
68
|
Financial Engines Advisors
Santa Clara,
California
|
$6398万
|
+$159万
|
+14,901
|
+3%
|
|
|
69
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$6202万
|
+$578万
|
+54,081
|
+10%
|
|
|
70
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$6119万
|
+$337万
|
+31,553
|
+6%
|
|
|
71
|
Wealthspire Advisors (New York)
New York
|
$6113万
|
+$594万
|
+55,532
|
+11%
|
|
|
72
|
Foster Group
West Des Moines,
Iowa
|
$6092万
|
+$250万
|
+23,353
|
+4%
|
|
|
73
|
Choate Investment Advisors
Boston,
Massachusetts
|
$5891万
|
-$1822万
|
-170,373
|
-24%
|
|
|
74
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5889万
|
-$130万
|
-12,140
|
-2%
|
|
|
75
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$5814万
|
+$2013万
|
+188,264
|
+53%
|
|
