|
51
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$50.7M
|
+$2.06M
|
+17,120
|
+4%
|
|
|
52
|
SoFi Wealth
San Francisco,
California
|
$49.6M
|
+$2.44M
|
+20,246
|
+5%
|
|
|
53
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$48.5M
|
+$47M
|
+389,670
|
New
|
|
|
54
|
|
$48.1M
|
+$1.2M
|
+9,971
|
+3%
|
|
|
55
|
BOK Financial
Tulsa,
Oklahoma
|
$45.2M
|
+$1.82M
|
+15,126
|
+4%
|
|
|
56
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$42.6M
|
+$1.59M
|
+13,205
|
+4%
|
|
|
57
|
Mariner
Overland Park,
Kansas
|
$42.1M
|
-$4.63M
|
-38,395
|
-10%
|
|
|
58
|
Atria Investments
Charlotte,
North Carolina
|
$39.5M
|
+$3.71M
|
+30,735
|
+11%
|
|
|
59
|
Pathstone Holdings
Englewood,
New Jersey
|
$39.3M
|
+$12.1M
|
+100,442
|
+47%
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$39M
|
+$1.21M
|
+10,028
|
+3%
|
|
|
61
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$37.8M
|
+$2.23M
|
+18,453
|
+6%
|
|
|
62
|
Icon Wealth Advisors
Houston,
Texas
|
$37.5M
|
+$1.29M
|
+10,708
|
+4%
|
|
|
63
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$36.9M
|
+$16.5M
|
+136,635
|
+85%
|
|
|
64
|
NBT Bank
Norwich,
New York
|
$36.3M
|
+$66.3K
|
+550
|
+0.2%
|
|
|
65
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$36.1M
|
+$7.53M
|
+62,419
|
+27%
|
|
|
66
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$35.9M
|
+$1.16M
|
+9,594
|
+3%
|
|
|
67
|
|
$35.2M
|
+$1.14M
|
+9,463
|
+3%
|
|
|
68
|
HighTower Advisors
Chicago,
Illinois
|
$34.7M
|
+$1.39M
|
+11,521
|
+4%
|
|
|
69
|
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
|
$34M
|
+$7.75M
|
+64,254
|
+31%
|
|
|
70
|
UMB Bank
Kansas City,
Missouri
|
$33.8M
|
-$1.29M
|
-10,661
|
-4%
|
|
|
71
|
Choreo LLC
Rockford,
Illinois
|
$33.2M
|
-$227K
|
-1,881
|
-0.7%
|
|
|
72
|
Cresset Asset Management
Chicago,
Illinois
|
$28.6M
|
+$547K
|
+4,534
|
+2%
|
|
|
73
|
Integrity Alliance
Urbandale,
Iowa
|
$27.4M
|
+$13.7M
|
+113,245
|
+105%
|
|
|
74
|
Waller Financial Planning Group
Columbus,
Ohio
|
$27.4M
|
+$517K
|
+4,285
|
+2%
|
|
|
75
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$25.6M
|
-$2.44M
|
-20,196
|
-9%
|
|
