|
26
|
Charles Schwab Trust Bank
Henderson,
Nevada
|
$147M
|
+$141M
|
+5,461,317
|
New
|
|
|
27
|
Cresset Asset Management
Chicago,
Illinois
|
$147M
|
+$98.4M
|
+3,810,240
|
+232%
|
|
|
28
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$136M
|
+$4.51M
|
+174,636
|
+4%
|
|
|
29
|
HighTower Advisors
Chicago,
Illinois
|
$133M
|
-$1.8M
|
-69,819
|
-1%
|
|
|
30
|
MML Investors Services
Springfield,
Massachusetts
|
$126M
|
+$3.72M
|
+143,850
|
+3%
|
|
|
31
|
Keystone Financial Planning
Cleveland,
Ohio
|
$123M
|
-$9.83M
|
-380,448
|
-8%
|
|
|
32
|
HHM Wealth Advisors
Chattanooga,
Tennessee
|
$120M
|
-$250K
|
-9,687
|
-0.2%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$115M
|
+$3.79M
|
+146,607
|
+4%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$114M
|
-$61.3M
|
-2,372,031
|
-36%
|
|
|
35
|
Kestra Advisory Services
Austin,
Texas
|
$109M
|
+$7.48M
|
+289,686
|
+8%
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$105M
|
+$3.35M
|
+129,789
|
+3%
|
|
|
37
|
Asset Advisors Investment Management
Augusta,
Georgia
|
$103M
|
-$2.08M
|
-80,574
|
-2%
|
|
|
38
|
KeyBank National Association
Cleveland,
Ohio
|
$103M
|
-$2.05M
|
-79,179
|
-2%
|
|
|
39
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$102M
|
+$13.2M
|
+510,411
|
+16%
|
|
|
40
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$97.8M
|
-$4.14M
|
-160,284
|
-4%
|
|
|
41
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$95M
|
+$1.26M
|
+48,783
|
+1%
|
|
|
42
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$94.8M
|
-$5.1M
|
-197,337
|
-5%
|
|
|
43
|
LVW Advisors
Pittsford,
New York
|
$92.4M
|
+$7.63M
|
+295,512
|
+9%
|
|
|
44
|
Diversified
Wilmington,
Delaware
|
$91M
|
+$72.7M
|
+2,815,068
|
+493%
|
|
|
45
|
|
$90.6M
|
-$549K
|
-21,246
|
-0.6%
|
|
|
46
|
Central Trust Company
Jefferson City,
Missouri
|
$86.7M
|
-$5.83M
|
-225,699
|
-7%
|
|
|
47
|
D.A. Davidson & Co
Great Falls,
Montana
|
$84.9M
|
+$1.71M
|
+66,195
|
+2%
|
|
|
48
|
Japan Science & Technology Agency
Tokyo,
Japan
|
$78.2M
|
–
|
–
|
–
|
|
|
49
|
Focus Financial Network
Minneapolis,
Minnesota
|
$77.4M
|
-$18.5M
|
-714,378
|
-19%
|
|
|
50
|
Stifel Financial
St. Louis,
Missouri
|
$70.9M
|
-$751K
|
-29,052
|
-1%
|
|
