|
26
|
Corient Private Wealth
Miami,
Florida
|
$785M
|
-$27M
|
-537,843
|
-3%
|
|
|
27
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$783M
|
+$25.7M
|
+510,858
|
+3%
|
|
|
28
|
Fidelity Investments
Boston,
Massachusetts
|
$777M
|
-$5.08M
|
-101,228
|
-0.6%
|
|
|
29
|
Ameriprise
Minneapolis,
Minnesota
|
$739M
|
-$85.2M
|
-1,695,894
|
-10%
|
|
|
30
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$661M
|
+$13.3M
|
+264,634
|
+2%
|
|
|
31
|
Raymond James Financial
St Petersburg,
Florida
|
$563M
|
+$591M
|
+11,776,526
|
New
|
|
|
32
|
|
$558M
|
+$41.4M
|
+824,114
|
+8%
|
|
|
33
|
Valmark Advisers
Akron,
Ohio
|
$557M
|
+$33.1M
|
+659,713
|
+6%
|
|
|
34
|
RWA Wealth Partners
Newton,
Massachusetts
|
$537M
|
+$17.7M
|
+351,976
|
+3%
|
|
|
35
|
Jasper Ridge Partners
Menlo Park,
California
|
$513M
|
-$150M
|
-2,995,225
|
-22%
|
|
|
36
|
Wealthspire Advisors (New York)
New York
|
$511M
|
+$41.5M
|
+826,781
|
+8%
|
|
|
37
|
HighTower Advisors
Chicago,
Illinois
|
$506M
|
+$3.85M
|
+76,601
|
+0.7%
|
|
|
38
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$401M
|
+$49M
|
+975,133
|
+13%
|
|
|
39
|
Facet Wealth Inc
Baltimore,
Maryland
|
$401M
|
+$33.8M
|
+672,157
|
+9%
|
|
|
40
|
Regions Financial Corp
Birmingham,
Alabama
|
$372M
|
+$117M
|
+2,333,737
|
+43%
|
|
|
41
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$361M
|
+$29.6M
|
+588,878
|
+8%
|
|
|
42
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$358M
|
-$104K
|
-2,074
|
-0%
|
|
|
43
|
MML Investors Services
Springfield,
Massachusetts
|
$344M
|
+$18.2M
|
+361,589
|
+5%
|
|
|
44
|
SCS Capital Management
Boston,
Massachusetts
|
$336M
|
-$4.3M
|
-85,622
|
-1%
|
|
|
45
|
KeyBank National Association
Cleveland,
Ohio
|
$330M
|
-$12.7M
|
-253,091
|
-4%
|
|
|
46
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$328M
|
+$7.5M
|
+149,383
|
+2%
|
|
|
47
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$300M
|
+$127M
|
+2,537,552
|
+68%
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
$299M
|
-$83.2M
|
-1,656,763
|
-21%
|
|
|
49
|
|
$292M
|
+$9.12M
|
+181,639
|
+3%
|
|
|
50
|
M&T Bank
Buffalo,
New York
|
$288M
|
+$3.29M
|
+65,543
|
+1%
|
|
