|
51
|
Ballentine Partners
Waltham,
Massachusetts
|
$23.8M
|
-$114K
|
-1,361
|
-0.5%
|
|
|
52
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$21.7M
|
+$5.26M
|
+62,812
|
+31%
|
|
|
53
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$21.5M
|
+$5.38M
|
+64,196
|
+33%
|
|
|
54
|
Stifel Financial
St. Louis,
Missouri
|
$20.7M
|
+$54.6K
|
+652
|
+0.3%
|
|
|
55
|
Corient Private Wealth
Miami,
Florida
|
$19.9M
|
-$20.9M
|
-249,041
|
-51%
|
|
|
56
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$19.8M
|
+$874K
|
+10,434
|
+5%
|
|
|
57
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$19.7M
|
+$899K
|
+10,738
|
+5%
|
|
|
58
|
IMA Advisory Services
Denver,
Colorado
|
$18.6M
|
+$35K
|
+418
|
+0.2%
|
|
|
59
|
Raymond James Financial
St Petersburg,
Florida
|
$17.9M
|
+$592K
|
+7,073
|
+3%
|
|
|
60
|
Osaic Holdings
Scottsdale,
Arizona
|
$17.2M
|
+$1.48M
|
+17,699
|
+9%
|
|
|
61
|
Truist Financial
Charlotte,
North Carolina
|
$16.6M
|
-$357K
|
-4,257
|
-2%
|
|
|
62
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$16.4M
|
-$1.19M
|
-14,259
|
-7%
|
|
|
63
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$16.2M
|
+$33.4K
|
+399
|
+0.2%
|
|
|
64
|
Sequoia Financial Advisors
Akron,
Ohio
|
$14.4M
|
+$4.02K
|
+48
|
+0%
|
|
|
65
|
Wealth Architects
Mountain View,
California
|
$14.1M
|
-$336K
|
-4,010
|
-2%
|
|
|
66
|
RTD Financial Advisors
Philadelphia,
Pennsylvania
|
$13.9M
|
-$113K
|
-1,347
|
-0.8%
|
|
|
67
|
Curi RMB Capital
Chicago,
Illinois
|
$13.8M
|
+$2.47M
|
+29,460
|
+21%
|
|
|
68
|
Nuveen
Charlotte,
North Carolina
|
$13.5M
|
-$37.9M
|
-452,737
|
-73%
|
|
|
69
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$13.4M
|
+$228K
|
+2,718
|
+2%
|
|
|
70
|
Checchi Capital Advisers
Beverly Hills,
California
|
$13.4M
|
-$573K
|
-6,838
|
-4%
|
|
|
71
|
Mariner
Overland Park,
Kansas
|
$13.3M
|
-$209K
|
-2,491
|
-2%
|
|
|
72
|
Klingman & Associates
New York
|
$12.8M
|
-$128K
|
-1,530
|
-1%
|
|
|
73
|
Shoker Investment Counsel
Oxford,
Ohio
|
$12.2M
|
+$409K
|
+4,883
|
+3%
|
|
|
74
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$11.9M
|
+$3.45M
|
+41,254
|
+40%
|
|
|
75
|
NewEdge Advisors
New Orleans,
Louisiana
|
$11.8M
|
+$1.02M
|
+12,141
|
+9%
|
|
