|
26
|
Mather Group
Chicago,
Illinois
|
$46.9M
|
+$3.52M
|
+26,595
|
+8%
|
|
|
27
|
Aspiriant LLC
Los Angeles,
California
|
$46.1M
|
+$14.1M
|
+106,644
|
+46%
|
|
|
28
|
Raymond James & Associates
St Petersburg,
Florida
|
$41.6M
|
+$8.58M
|
+64,755
|
+27%
|
|
|
29
|
|
$38.7M
|
-$44.8M
|
-338,328
|
-55%
|
|
|
30
|
|
$32.6M
|
+$16.8M
|
+127,140
|
+115%
|
|
|
31
|
Zhang Financial
Portage,
Michigan
|
$32.5M
|
+$359K
|
+2,710
|
+1%
|
|
|
32
|
Victory Capital Management
San Antonio,
Texas
|
$32.1M
|
+$1.73M
|
+13,083
|
+6%
|
|
|
33
|
AdvicePeriod
Los Angeles,
California
|
$32M
|
+$452K
|
+3,414
|
+1%
|
|
|
34
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$31.6M
|
+$2.16M
|
+16,313
|
+8%
|
|
|
35
|
Morningstar Investment Services
Chicago,
Illinois
|
$31.4M
|
-$3.94M
|
-29,767
|
-12%
|
|
|
36
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$28.7M
|
+$3.63M
|
+27,432
|
+15%
|
|
|
37
|
Truist Financial
Charlotte,
North Carolina
|
$27.8M
|
+$21M
|
+158,693
|
+360%
|
|
|
38
|
Stephens Inc
Little Rock,
Arkansas
|
$27.7M
|
+$564K
|
+4,260
|
+2%
|
|
|
39
|
MML Investors Services
Springfield,
Massachusetts
|
$26.5M
|
+$887K
|
+6,693
|
+4%
|
|
|
40
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$26.1M
|
+$1.53M
|
+11,514
|
+6%
|
|
|
41
|
Cerity Partners OCIO
New York
|
$26.1M
|
+$843K
|
+6,365
|
+3%
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.1M
|
-$165K
|
-1,242
|
-0.6%
|
|
|
43
|
Choreo LLC
Rockford,
Illinois
|
$26M
|
+$3.58M
|
+26,994
|
+17%
|
|
|
44
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$25.4M
|
+$967K
|
+7,300
|
+4%
|
|
|
45
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$25M
|
+$1.05M
|
+7,947
|
+5%
|
|
|
46
|
Summit Financial
Parsippany,
New Jersey
|
$24.4M
|
-$4.04M
|
-30,515
|
-15%
|
|
|
47
|
Wealth Architects
Mountain View,
California
|
$24.1M
|
+$424K
|
+3,198
|
+2%
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
$23.9M
|
+$1.54M
|
+11,634
|
+7%
|
|
|
49
|
Bailard
Foster City,
California
|
$23.1M
|
+$3.09M
|
+23,317
|
+16%
|
|
|
50
|
Carlson Capital Management
Northfield,
Minnesota
|
$23M
|
+$1.97M
|
+14,854
|
+10%
|
|
