|
26
|
WIT LLC
District Of Columbia,
District of Columbia
|
$168M
|
–
|
–
|
–
|
|
|
27
|
SignatureFD
Atlanta,
Georgia
|
$166M
|
+$4.81M
|
+21,161
|
+3%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$155M
|
-$78.8K
|
-347
|
-0.1%
|
|
|
29
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$135M
|
+$17.3M
|
+76,312
|
+15%
|
|
|
30
|
Fidelity Investments
Boston,
Massachusetts
|
$132M
|
+$6.62M
|
+29,126
|
+5%
|
|
|
31
|
Raymond James & Associates
St Petersburg,
Florida
|
$131M
|
+$20.1M
|
+88,475
|
+18%
|
|
|
32
|
Mission Wealth Management
Santa Barbara,
California
|
$131M
|
+$6.24M
|
+27,468
|
+5%
|
|
|
33
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$130M
|
+$19.1M
|
+84,061
|
+17%
|
|
|
34
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$129M
|
+$3.4M
|
+14,967
|
+3%
|
|
|
35
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$117M
|
+$15.4M
|
+67,568
|
+15%
|
|
|
36
|
Mariner
Overland Park,
Kansas
|
$112M
|
+$10.7M
|
+47,130
|
+10%
|
|
|
37
|
Private Advisor Group
Morristown,
New Jersey
|
$98.8M
|
-$33.2M
|
-145,901
|
-25%
|
|
|
38
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$98.6M
|
-$51.6M
|
-227,097
|
-34%
|
|
|
39
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$91.6M
|
+$4.34M
|
+19,086
|
+5%
|
|
|
40
|
Efficient Advisors
Mason,
Ohio
|
$89.2M
|
+$20.5M
|
+90,300
|
+30%
|
|
|
41
|
Pinnacle Associates
New York
|
$88.7M
|
+$1.93M
|
+8,488
|
+2%
|
|
|
42
|
Karpus Investment Management
Pittsford,
New York
|
$87.7M
|
-$28.2M
|
-123,920
|
-24%
|
|
|
43
|
|
$86.2M
|
+$1.29M
|
+5,680
|
+2%
|
|
|
44
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$85.6M
|
+$9.34M
|
+41,115
|
+12%
|
|
|
45
|
M&T Bank
Buffalo,
New York
|
$84.1M
|
+$196K
|
+862
|
+0.2%
|
|
|
46
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$84.1M
|
+$9.28M
|
+40,846
|
+12%
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$80.6M
|
+$10.8M
|
+47,446
|
+15%
|
|
|
48
|
HighTower Advisors
Chicago,
Illinois
|
$79.1M
|
+$12.8M
|
+56,436
|
+19%
|
|
|
49
|
|
$75.1M
|
+$4.66M
|
+20,525
|
+7%
|
|
|
50
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$74.6M
|
+$2.59M
|
+11,409
|
+4%
|
|
