|
51
|
Creative Planning
Overland Park,
Kansas
|
$168M
|
-$11.9M
|
-112,127
|
-7%
|
|
|
52
|
State Street
Boston,
Massachusetts
|
$166M
|
-$3.22M
|
-30,334
|
-2%
|
|
|
53
|
Stifel Financial
St. Louis,
Missouri
|
$161M
|
+$45.2M
|
+425,950
|
+41%
|
|
|
54
|
MAI Capital Management
Independence,
Ohio
|
$161M
|
+$19.8M
|
+186,105
|
+15%
|
|
|
55
|
Rockefeller Capital Management
New York
|
$158M
|
+$7.62M
|
+71,725
|
+5%
|
|
|
56
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$155M
|
-$82.5M
|
-776,679
|
-36%
|
|
|
57
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$153M
|
-$563K
|
-5,298
|
-0.4%
|
|
|
58
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$145M
|
+$27.1M
|
+255,644
|
+24%
|
|
|
59
|
Modera Wealth Management
Westwood,
New Jersey
|
$145M
|
+$22.7M
|
+214,152
|
+20%
|
|
|
60
|
Nationwide Fund Advisors
Columbus,
Ohio
|
$142M
|
–
|
–
|
–
|
|
|
61
|
West Coast Financial
Santa Barbara,
California
|
$133M
|
+$5.53M
|
+52,060
|
+5%
|
|
|
62
|
Comerica Bank
Dallas,
Texas
|
$133M
|
+$1.48M
|
+13,951
|
+1%
|
|
|
63
|
M&T Bank
Buffalo,
New York
|
$129M
|
+$1.73M
|
+16,289
|
+1%
|
|
|
64
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$125M
|
+$2.91M
|
+27,386
|
+2%
|
|
|
65
|
United Capital Financial Advisors
Irving,
Texas
|
$124M
|
+$3.14M
|
+29,534
|
+3%
|
|
|
66
|
MML Investors Services
Springfield,
Massachusetts
|
$121M
|
-$13.8M
|
-129,816
|
-11%
|
|
|
67
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$121M
|
+$42.5M
|
+400,645
|
+58%
|
|
|
68
|
Franklin Resources
San Mateo,
California
|
$119M
|
+$7.8M
|
+73,476
|
+7%
|
|
|
69
|
Kestra Advisory Services
Austin,
Texas
|
$115M
|
+$6.11M
|
+57,588
|
+6%
|
|
|
70
|
Jones Financial Companies
Des Peres,
Missouri
|
$114M
|
+$5.65M
|
+53,205
|
+5%
|
|
|
71
|
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
$104M
|
+$2.8M
|
+26,330
|
+3%
|
|
|
72
|
AssetMark Inc
Concord,
California
|
$103M
|
+$34.2M
|
+321,995
|
+53%
|
|
|
73
|
Corient Private Wealth
Miami,
Florida
|
$101M
|
+$8.32M
|
+78,395
|
+9%
|
|
|
74
|
Acropolis Investment Management
St. Louis,
Missouri
|
$98M
|
+$637K
|
+5,999
|
+0.7%
|
|
|
75
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$97.9M
|
+$5.44M
|
+51,193
|
+6%
|
|
