|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$600M
|
+$22.5M
|
+504,892
|
+4%
|
|
|
27
|
|
$573M
|
+$425M
|
+9,538,458
|
+303%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$547M
|
-$8.88M
|
-199,411
|
-2%
|
|
|
29
|
|
$464M
|
+$205M
|
+4,610,008
|
+81%
|
|
|
30
|
|
$437M
|
+$193M
|
+4,328,054
|
+81%
|
|
|
31
|
RWA Wealth Partners
Newton,
Massachusetts
|
$435M
|
+$7.6M
|
+170,648
|
+2%
|
|
|
32
|
Jasper Ridge Partners
Menlo Park,
California
|
$434M
|
+$32.7M
|
+733,084
|
+8%
|
|
|
33
|
Valmark Advisers
Akron,
Ohio
|
$434M
|
+$5.54M
|
+124,326
|
+1%
|
|
|
34
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$432M
|
-$21.9M
|
-492,184
|
-5%
|
|
|
35
|
KeyBank National Association
Cleveland,
Ohio
|
$425M
|
+$2.08M
|
+46,744
|
+0.5%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$392M
|
+$5.87M
|
+131,750
|
+2%
|
|
|
37
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$392M
|
+$78.1M
|
+1,752,152
|
+25%
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$370M
|
-$2.13M
|
-47,773
|
-0.6%
|
|
|
39
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$365M
|
-$6.24M
|
-140,076
|
-5%
|
|
|
40
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$364M
|
+$58.3M
|
+1,308,741
|
+19%
|
|
|
41
|
Wealthspire Advisors (New York)
New York
|
$354M
|
+$22.1M
|
+496,959
|
+7%
|
|
|
42
|
Ameriprise
Minneapolis,
Minnesota
|
$345M
|
+$37.6M
|
+844,762
|
+12%
|
|
|
43
|
M&T Bank
Buffalo,
New York
|
$316M
|
-$21.4M
|
-479,579
|
-6%
|
|
|
44
|
SCS Capital Management
Boston,
Massachusetts
|
$314M
|
-$10.7M
|
-239,514
|
-3%
|
|
|
45
|
|
$290M
|
+$3.9M
|
+87,522
|
+1%
|
|
|
46
|
HighTower Advisors
Chicago,
Illinois
|
$284M
|
-$5.06M
|
-113,666
|
-2%
|
|
|
47
|
Corient Private Wealth
Miami,
Florida
|
$266M
|
+$13.4M
|
+301,341
|
+5%
|
|
|
48
|
Facet Wealth Inc
Baltimore,
Maryland
|
$256M
|
+$13.7M
|
+307,092
|
+6%
|
|
|
49
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$250M
|
+$15.7M
|
+352,296
|
+7%
|
|
|
50
|
Fiduciary Trust
Boston,
Massachusetts
|
$250M
|
-$40.8M
|
-915,029
|
-14%
|
|
