|
26
|
Mariner
Overland Park,
Kansas
|
$204M
|
+$74.1M
|
+497,131
|
+59%
|
|
|
27
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$184M
|
-$5.26M
|
-35,273
|
-3%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$177M
|
+$28.3M
|
+190,107
|
+19%
|
|
|
29
|
Colony Group
Boston,
Massachusetts
|
$162M
|
-$1.55M
|
-10,404
|
-1%
|
|
|
30
|
Corient Private Wealth
Miami,
Florida
|
$158M
|
+$155M
|
+1,043,234
|
New
|
|
|
31
|
Modera Wealth Management
Westwood,
New Jersey
|
$155M
|
+$424K
|
+2,848
|
+0.3%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$155M
|
-$12.2M
|
-81,957
|
-7%
|
|
|
33
|
Aspiriant LLC
Los Angeles,
California
|
$149M
|
-$52.9M
|
-354,606
|
-26%
|
|
|
34
|
Joel Isaacson & Co
New York
|
$147M
|
+$5.24M
|
+35,178
|
+4%
|
|
|
35
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$144M
|
+$13.3M
|
+88,983
|
+10%
|
|
|
36
|
|
$136M
|
+$8.76M
|
+58,789
|
+7%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$124M
|
+$1.23M
|
+8,285
|
+1%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$113M
|
-$4.38M
|
-29,373
|
-4%
|
|
|
39
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$108M
|
+$1.49M
|
+9,974
|
+1%
|
|
|
40
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$103M
|
+$10.9M
|
+73,268
|
+12%
|
|
|
41
|
William Blair & Company
Chicago,
Illinois
|
$102M
|
-$1.67M
|
-11,197
|
-2%
|
|
|
42
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$96.5M
|
-$4.78M
|
-32,085
|
-5%
|
|
|
43
|
|
$94.5M
|
-$791K
|
-5,304
|
-0.8%
|
|
|
44
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$92.5M
|
+$4.91M
|
+32,952
|
+6%
|
|
|
45
|
Northeast Financial Consultants
Westport,
Connecticut
|
$90.1M
|
+$9.45M
|
+63,406
|
+12%
|
|
|
46
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$88.8M
|
+$5.97M
|
+40,060
|
+7%
|
|
|
47
|
Barings
Charlotte,
North Carolina
|
$88.6M
|
+$19.4M
|
+130,240
|
+29%
|
|
|
48
|
Stokes Family Office
New Orleans,
Louisiana
|
$79.1M
|
-$3.46M
|
-23,191
|
-4%
|
|
|
49
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$77.9M
|
+$1.28M
|
+8,618
|
+2%
|
|
|
50
|
MAI Capital Management
Independence,
Ohio
|
$72.2M
|
+$4.39M
|
+29,484
|
+7%
|
|
