|
51
|
Aspiriant LLC
Los Angeles,
California
|
$77.9M
|
-$1.84M
|
-26,415
|
-2%
|
|
|
52
|
SoFi Wealth
San Francisco,
California
|
$77.7M
|
+$3.19M
|
+45,865
|
+4%
|
|
|
53
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$76.5M
|
+$65.3M
|
+939,424
|
+709%
|
|
|
54
|
Charles Schwab
San Francisco,
California
|
$76.2M
|
+$28.5M
|
+410,839
|
+63%
|
|
|
55
|
AE Wealth Management
Topeka,
Kansas
|
$75M
|
+$706K
|
+10,167
|
+1%
|
|
|
56
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$73.2M
|
-$7.83M
|
-112,677
|
-10%
|
|
|
57
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$65.7M
|
+$1.06M
|
+15,290
|
+2%
|
|
|
58
|
Hackensack Meridian Health
Edison,
New Jersey
|
$63.9M
|
+$62.2M
|
+895,000
|
New
|
|
|
59
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$63.1M
|
-$32.5M
|
-468,036
|
-35%
|
|
|
60
|
Pathstone Holdings
Englewood,
New Jersey
|
$63M
|
-$17.2M
|
-246,969
|
-22%
|
|
|
61
|
Mariner
Overland Park,
Kansas
|
$61.9M
|
+$3.62M
|
+52,047
|
+6%
|
|
|
62
|
AssetMark Inc
Concord,
California
|
$59.5M
|
+$46.3M
|
+666,703
|
+401%
|
|
|
63
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$57.1M
|
-$3.4M
|
-48,909
|
-6%
|
|
|
64
|
Angeles Investment Advisors
Santa Monica,
California
|
$56.8M
|
+$55.3M
|
+795,500
|
New
|
|
|
65
|
Natixis Advisors
Boston,
Massachusetts
|
$56.1M
|
+$58.6K
|
+843
|
+0.1%
|
|
|
66
|
Brave Asset Management
Summit,
New Jersey
|
$51.6M
|
+$1.82M
|
+26,145
|
+4%
|
|
|
67
|
First American Trust
Santa Ana,
California
|
$51.5M
|
-$4.08M
|
-58,769
|
-8%
|
|
|
68
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$51.1M
|
-$28.5M
|
-409,508
|
-30%
|
|
|
69
|
Atria Investments
Charlotte,
North Carolina
|
$50.6M
|
-$3.36M
|
-48,350
|
-6%
|
|
|
70
|
Cary Street Partners
Richmond,
Virginia
|
$48M
|
+$14.1M
|
+203,148
|
+42%
|
|
|
71
|
Austin Private Wealth
Austin,
Texas
|
$47.2M
|
-$4.12M
|
-59,330
|
-8%
|
|
|
72
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$45.8M
|
+$4.38M
|
+63,057
|
+11%
|
|
|
73
|
Icon Wealth Advisors
Houston,
Texas
|
$44.3M
|
-$2.36M
|
-33,967
|
-5%
|
|
|
74
|
Farther Finance Advisors
San Francisco,
California
|
$42.5M
|
+$12.3M
|
+177,363
|
+43%
|
|
|
75
|
Beacon Pointe Advisors
Newport Beach,
California
|
$41.3M
|
+$2.75M
|
+39,591
|
+7%
|
|
