|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$53.1M
|
+$16.6M
|
+80,486
|
+47%
|
|
|
102
|
William Blair & Company
Chicago,
Illinois
|
$52.3M
|
+$2.28M
|
+11,020
|
+5%
|
|
|
103
|
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
|
$51M
|
+$8.63M
|
+41,803
|
+21%
|
|
|
104
|
Nuveen
Charlotte,
North Carolina
|
$50.4M
|
-$12.9M
|
-62,575
|
-21%
|
|
|
105
|
CX Institutional
Auburn,
Indiana
|
$49.7M
|
-$1.09M
|
-5,300
|
-2%
|
|
|
106
|
HB Wealth Management
Atlanta,
Georgia
|
$49.4M
|
+$5.8M
|
+28,062
|
+14%
|
|
|
107
|
Wind River Trust Company
Jackson,
Wyoming
|
$49.2M
|
–
|
–
|
–
|
|
|
108
|
Oppenheimer Asset Management
New York
|
$47.9M
|
+$28.8M
|
+139,356
|
+157%
|
|
|
109
|
Legacy Edge Advisors
Syosset,
New York
|
$47.9M
|
+$47M
|
+227,640
|
New
|
|
|
110
|
Callan Family Office
Radnor,
Pennsylvania
|
$47.8M
|
+$31.5M
|
+152,464
|
+204%
|
|
|
111
|
Mission Wealth Management
Santa Barbara,
California
|
$46.7M
|
-$1.35M
|
-6,538
|
-3%
|
|
|
112
|
Comprehensive Financial Management
Los Gatos,
California
|
$44.2M
|
–
|
–
|
–
|
|
|
113
|
Mercer Global Advisors
Denver,
Colorado
|
$43.9M
|
+$2.18M
|
+10,571
|
+5%
|
|
|
114
|
Gainplan
Bloomfield Hills,
Michigan
|
$43.8M
|
+$43M
|
+208,239
|
New
|
|
|
115
|
Relyea Zuckerberg Hanson
Stamford,
Connecticut
|
$43.7M
|
-$15.9K
|
-77
|
-0%
|
|
|
116
|
Americana Partners
Houston,
Texas
|
$43.6M
|
+$7.6M
|
+36,779
|
+22%
|
|
|
117
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$41.1M
|
+$2.15M
|
+10,411
|
+6%
|
|
|
118
|
Massachusetts Financial Services
Boston,
Massachusetts
|
$40.1M
|
+$21.6M
|
+104,778
|
+122%
|
|
|
119
|
Kestra Private Wealth Services
Austin,
Texas
|
$39.9M
|
+$4.76M
|
+23,064
|
+14%
|
|
|
120
|
CFS Investment Advisory Services
Totowa,
New Jersey
|
$39M
|
+$5.52M
|
+26,727
|
+17%
|
|
|
121
|
Prospera Financial Services
Dallas,
Texas
|
$38.9M
|
+$31.9M
|
+154,423
|
+507%
|
|
|
122
|
Kestra Advisory Services
Austin,
Texas
|
$38M
|
+$6.09M
|
+29,471
|
+20%
|
|
|
123
|
Lido Advisors
Los Angeles,
California
|
$37.8M
|
-$566K
|
-2,739
|
-1%
|
|
|
124
|
Concurrent Investment Advisors
Tampa,
Florida
|
$37.7M
|
+$31.7M
|
+153,572
|
+603%
|
|
|
125
|
Regions Financial Corp
Birmingham,
Alabama
|
$37.6M
|
-$470K
|
-2,277
|
-1%
|
|
