|
51
|
Oxford Financial Group
Carmel,
Indiana
|
$90.5M
|
+$1.14M
|
+10,697
|
+1%
|
|
|
52
|
|
$84.7M
|
-$40.9M
|
-382,424
|
-33%
|
|
|
53
|
Angeles Wealth Management
Santa Monica,
California
|
$83.8M
|
+$1.19M
|
+11,155
|
+1%
|
|
|
54
|
Beacon Pointe Advisors
Newport Beach,
California
|
$83.8M
|
+$2.38M
|
+22,229
|
+3%
|
|
|
55
|
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
$81.1M
|
+$10.8M
|
+101,412
|
+16%
|
|
|
56
|
Rockefeller Capital Management
New York
|
$74.7M
|
-$1.29M
|
-12,036
|
-2%
|
|
|
57
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$74.6M
|
+$36.5M
|
+341,145
|
+97%
|
|
|
58
|
SoFi Wealth
San Francisco,
California
|
$71.7M
|
+$4.88M
|
+45,596
|
+7%
|
|
|
59
|
Bessemer Group
Woodbridge,
New Jersey
|
$70.5M
|
+$842K
|
+7,872
|
+1%
|
|
|
60
|
United Capital Financial Advisors
Irving,
Texas
|
$70.4M
|
+$4.42M
|
+41,359
|
+7%
|
|
|
61
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$69.9M
|
+$17.2M
|
+160,579
|
+33%
|
|
|
62
|
Stifel Financial
St. Louis,
Missouri
|
$69.7M
|
+$1.3M
|
+12,123
|
+2%
|
|
|
63
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$69.3M
|
-$219K
|
-2,048
|
-0.3%
|
|
|
64
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$67.9M
|
-$306K
|
-2,857
|
-0.5%
|
|
|
65
|
Farther Finance Advisors
San Francisco,
California
|
$66.6M
|
+$9.19M
|
+85,900
|
+16%
|
|
|
66
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$66.4M
|
+$5.4M
|
+50,487
|
+9%
|
|
|
67
|
Kestra Investment Management
Austin,
Texas
|
$66.4M
|
-$32.1M
|
-300,062
|
-33%
|
|
|
68
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$65.4M
|
–
|
–
|
–
|
|
|
69
|
Financial Engines Advisors
Santa Clara,
California
|
$64M
|
+$1.59M
|
+14,901
|
+3%
|
|
|
70
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$62M
|
+$5.78M
|
+54,081
|
+10%
|
|
|
71
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$61.2M
|
+$3.37M
|
+31,553
|
+6%
|
|
|
72
|
Wealthspire Advisors (New York)
New York
|
$61.1M
|
+$5.94M
|
+55,532
|
+11%
|
|
|
73
|
Foster Group
West Des Moines,
Iowa
|
$60.9M
|
+$2.5M
|
+23,353
|
+4%
|
|
|
74
|
Choate Investment Advisors
Boston,
Massachusetts
|
$58.9M
|
-$18.2M
|
-170,373
|
-24%
|
|
|
75
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$58.9M
|
-$1.3M
|
-12,140
|
-2%
|
|
