|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$124M
|
+$3.94M
|
+77,069
|
+3%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$119M
|
-$7.01M
|
-136,953
|
-6%
|
|
|
28
|
Raymond James & Associates
St Petersburg,
Florida
|
$118M
|
+$506K
|
+9,897
|
+0.4%
|
|
|
29
|
Busey Bank
Urbana,
Illinois
|
$118M
|
-$364K
|
-7,106
|
-0.3%
|
|
|
30
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$116M
|
+$116M
|
+2,265,851
|
New
|
|
|
31
|
Quotient Wealth Partners
Dallas,
Texas
|
$112M
|
+$14.1M
|
+276,183
|
+14%
|
|
|
32
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$107M
|
+$4.73M
|
+92,461
|
+5%
|
|
|
33
|
Members Trust
Tampa,
Florida
|
$95.7M
|
-$10.3M
|
-200,683
|
-10%
|
|
|
34
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$94.7M
|
+$3.4M
|
+66,456
|
+4%
|
|
|
35
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$86.6M
|
+$10.2M
|
+199,309
|
+13%
|
|
|
36
|
One Capital Management
Westlake Village,
California
|
$81.6M
|
+$4.05M
|
+79,130
|
+5%
|
|
|
37
|
Sun Life Financial
Toronto,
Ontario, Canada
|
$77.4M
|
–
|
–
|
–
|
|
|
38
|
Fiduciary Trust
Boston,
Massachusetts
|
$76.8M
|
+$1.12M
|
+21,931
|
+1%
|
|
|
39
|
KeyBank National Association
Cleveland,
Ohio
|
$73.7M
|
-$5.65M
|
-110,357
|
-7%
|
|
|
40
|
HighTower Advisors
Chicago,
Illinois
|
$71.1M
|
+$41.5M
|
+810,582
|
+141%
|
|
|
41
|
LPL Financial
San Diego,
California
|
$69.5M
|
+$682K
|
+13,329
|
+1%
|
|
|
42
|
Destination Wealth Management
Walnut Creek,
California
|
$66.2M
|
+$5.13M
|
+100,345
|
+8%
|
|
|
43
|
Mariner
Overland Park,
Kansas
|
$65.7M
|
+$7.97M
|
+155,740
|
+14%
|
|
|
44
|
Williams Jones Wealth Management
New York
|
$59.1M
|
-$3.49M
|
-68,180
|
-6%
|
|
|
45
|
AssetMark Inc
Concord,
California
|
$58M
|
+$653K
|
+12,770
|
+1%
|
|
|
46
|
Point72 Asset Management
Stamford,
Connecticut
|
$57.7M
|
–
|
–
|
–
|
|
|
47
|
US Bancorp
Minneapolis,
Minnesota
|
$54.9M
|
-$5.82M
|
-113,662
|
-10%
|
|
|
48
|
Money Design
Tokyo,
Japan
|
$54.7M
|
-$21.2M
|
-413,739
|
-28%
|
|
|
49
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$53.9M
|
+$2.74M
|
+53,635
|
+5%
|
|
|
50
|
|
$53.6M
|
+$20.8M
|
+407,200
|
+64%
|
|
