|
26
|
Aspiriant LLC
Los Angeles,
California
|
$43.7M
|
-$2.97M
|
-29,641
|
-7%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.7M
|
+$2.1M
|
+20,908
|
+6%
|
|
|
28
|
Symmetry Partners
Glastonbury,
Connecticut
|
$38.1M
|
+$14.9M
|
+148,865
|
+72%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.9M
|
+$3.54M
|
+35,297
|
+11%
|
|
|
30
|
Center for Financial Planning
Southfied,
Michigan
|
$36.7M
|
+$50.3K
|
+501
|
+0.1%
|
|
|
31
|
Choreo LLC
Rockford,
Illinois
|
$34.9M
|
+$8.1M
|
+80,718
|
+33%
|
|
|
32
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$31.6M
|
+$5.22M
|
+51,998
|
+21%
|
|
|
33
|
Zhang Financial
Portage,
Michigan
|
$29.2M
|
-$1.08M
|
-10,743
|
-4%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$29M
|
-$18.3M
|
-182,675
|
-40%
|
|
|
35
|
Morningstar Investment Services
Chicago,
Illinois
|
$28.8M
|
-$900K
|
-8,970
|
-3%
|
|
|
36
|
Jasper Ridge Partners
Menlo Park,
California
|
$28.6M
|
+$26.9M
|
+267,708
|
New
|
|
|
37
|
Colony Group
Boston,
Massachusetts
|
$28.5M
|
+$596K
|
+5,939
|
+2%
|
|
|
38
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$28.2M
|
+$1.85M
|
+18,467
|
+8%
|
|
|
39
|
Raymond James & Associates
St Petersburg,
Florida
|
$28M
|
-$2.76M
|
-27,461
|
-9%
|
|
|
40
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$27.7M
|
+$14.5M
|
+144,292
|
+302%
|
|
|
41
|
Verus Financial Partners
Richmond,
Virginia
|
$27.7M
|
+$12.3M
|
+122,170
|
+90%
|
|
|
42
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$27.2M
|
+$8.73M
|
+87,004
|
+52%
|
|
|
43
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$26.7M
|
+$25M
|
+249,309
|
New
|
|
|
44
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$24.8M
|
+$3.87M
|
+38,595
|
+20%
|
|
|
45
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$24.7M
|
+$825K
|
+8,221
|
+4%
|
|
|
46
|
Stephens Inc
Little Rock,
Arkansas
|
$24.2M
|
+$962K
|
+9,583
|
+4%
|
|
|
47
|
Cerity Partners OCIO
New York
|
$23M
|
-$2.58M
|
-25,711
|
-11%
|
|
|
48
|
Summit Financial
Parsippany,
New Jersey
|
$22.8M
|
+$3.2M
|
+31,856
|
+18%
|
|
|
49
|
Mariner
Overland Park,
Kansas
|
$21.4M
|
+$1.89M
|
+18,796
|
+10%
|
|
|
50
|
Truist Financial
Charlotte,
North Carolina
|
$21.1M
|
-$161K
|
-1,606
|
-0.8%
|
|
