|
51
|
Balentine LLC
Atlanta,
Georgia
|
$84.8M
|
-$3.39M
|
-32,404
|
-4%
|
|
|
52
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$84.3M
|
+$3.07M
|
+29,378
|
+4%
|
|
|
53
|
Corient Private Wealth
Miami,
Florida
|
$84M
|
-$2.93M
|
-28,002
|
-3%
|
|
|
54
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$79.6M
|
+$10.5M
|
+100,173
|
+15%
|
|
|
55
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$74.6M
|
+$1.31M
|
+12,538
|
+2%
|
|
|
56
|
Angeles Wealth Management
Santa Monica,
California
|
$71M
|
+$8.94M
|
+85,380
|
+15%
|
|
|
57
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$68.2M
|
+$12.9M
|
+123,450
|
+24%
|
|
|
58
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$67.4M
|
-$1.58M
|
-15,070
|
-2%
|
|
|
59
|
Rockefeller Capital Management
New York
|
$67.2M
|
-$4.44M
|
-42,393
|
-6%
|
|
|
60
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$64.7M
|
–
|
–
|
–
|
|
|
61
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$64.3M
|
-$9.78M
|
-93,441
|
-13%
|
|
|
62
|
Stifel Financial
St. Louis,
Missouri
|
$64.3M
|
-$18.7M
|
-178,389
|
-23%
|
|
|
63
|
Financial Engines Advisors
Santa Clara,
California
|
$63.2M
|
+$1.43M
|
+13,644
|
+2%
|
|
|
64
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$62.5M
|
+$2.43M
|
+23,188
|
+4%
|
|
|
65
|
Beacon Pointe Advisors
Newport Beach,
California
|
$62.5M
|
-$3.72M
|
-35,514
|
-6%
|
|
|
66
|
SoFi Wealth
San Francisco,
California
|
$61.5M
|
-$8.41M
|
-80,348
|
-12%
|
|
|
67
|
Franklin Resources
San Mateo,
California
|
$61.3M
|
+$756K
|
+7,224
|
+1%
|
|
|
68
|
United Capital Financial Advisors
Irving,
Texas
|
$60.5M
|
+$940K
|
+8,982
|
+2%
|
|
|
69
|
Bessemer Group
Woodbridge,
New Jersey
|
$58.8M
|
+$882K
|
+8,431
|
+2%
|
|
|
70
|
Coldstream Capital Management
Bellevue,
Washington
|
$57.1M
|
-$2.66M
|
-25,456
|
-5%
|
|
|
71
|
Natixis Advisors
Boston,
Massachusetts
|
$54.2M
|
+$26.8M
|
+256,124
|
+101%
|
|
|
72
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$53M
|
+$72.7K
|
+695
|
+0.1%
|
|
|
73
|
Parcion Private Wealth
Bellevue,
Washington
|
$52.9M
|
+$29.7M
|
+284,069
|
+133%
|
|
|
74
|
Crestwood Advisors Group
Boston,
Massachusetts
|
$52.3M
|
+$2.84M
|
+27,123
|
+6%
|
|
|
75
|
Arkos Global Advisors
Houston,
Texas
|
$51.9M
|
-$17.2M
|
-163,884
|
-25%
|
|
