|
101
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$25.5M
|
+$25.5M
|
+338,743
|
New
|
|
|
102
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$25.4M
|
+$8.18M
|
+108,528
|
+47%
|
|
|
103
|
CreativeOne Wealth
Overland Park,
Kansas
|
$24.5M
|
-$2.49M
|
-33,084
|
-9%
|
|
|
104
|
Partners in Financial Planning
Salem,
Virginia
|
$24.4M
|
+$2.08M
|
+27,582
|
+9%
|
|
|
105
|
Human Investing
Lake Oswego,
Oregon
|
$24.4M
|
+$262K
|
+3,480
|
+1%
|
|
|
106
|
Bluestem Financial Advisors
Champaign,
Illinois
|
$23.9M
|
-$1.57M
|
-20,820
|
-6%
|
|
|
107
|
First Horizon Advisors
Memphis,
Tennessee
|
$23.7M
|
+$155K
|
+2,056
|
+0.7%
|
|
|
108
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23M
|
+$854K
|
+11,324
|
+4%
|
|
|
109
|
Private Advisor Group
Morristown,
New Jersey
|
$23M
|
-$2.75M
|
-36,490
|
-11%
|
|
|
110
|
|
$23M
|
+$897K
|
+11,895
|
+4%
|
|
|
111
|
Blue Trust Inc
Alpharetta,
Georgia
|
$22.8M
|
-$821K
|
-10,892
|
-3%
|
|
|
112
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$22.7M
|
-$7.35M
|
-97,465
|
-24%
|
|
|
113
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$22.7M
|
-$7.35M
|
-97,465
|
-24%
|
|
|
114
|
HT Partners
Centerbrook,
Connecticut
|
$22.4M
|
+$1.35M
|
+17,876
|
+6%
|
|
|
115
|
Beacon Pointe Advisors
Newport Beach,
California
|
$22.1M
|
-$2.05M
|
-27,152
|
-8%
|
|
|
116
|
Presilium Private Wealth
Radnor,
Pennsylvania
|
$21.8M
|
+$2.92M
|
+38,774
|
+15%
|
|
|
117
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$21.2M
|
-$12.7M
|
-168,124
|
-37%
|
|
|
118
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.2M
|
-$592K
|
-7,857
|
-3%
|
|
|
119
|
Cornerstone Investment Partners
Atlanta,
Georgia
|
$21.1M
|
+$21.2M
|
+280,623
|
New
|
|
|
120
|
Prudential Financial
Newark,
New Jersey
|
$21M
|
+$2.21M
|
+29,378
|
+12%
|
|
|
121
|
Fort Henry Capital
Wheeling,
West Virginia
|
$20.6M
|
-$556K
|
-7,372
|
-3%
|
|
|
122
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$20.5M
|
+$161K
|
+2,136
|
+0.8%
|
|
|
123
|
Mariner
Overland Park,
Kansas
|
$20.5M
|
-$1.89M
|
-25,105
|
-8%
|
|
|
124
|
Voya Financial Advisors
Windsor,
Connecticut
|
$20.1M
|
+$1.22M
|
+16,219
|
+6%
|
|
|
125
|
SMI Advisory Services
Columbus,
Indiana
|
$20.1M
|
+$20.1M
|
+267,005
|
New
|
|
