|
26
|
Corient Private Wealth
Miami,
Florida
|
$185M
|
+$2.37M
|
+15,116
|
+1%
|
|
|
27
|
Modera Wealth Management
Westwood,
New Jersey
|
$177M
|
+$5.15M
|
+32,871
|
+3%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$170M
|
-$9.34M
|
-59,653
|
-5%
|
|
|
29
|
Joel Isaacson & Co
New York
|
$165M
|
+$2.96M
|
+18,893
|
+2%
|
|
|
30
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$155M
|
-$2.61M
|
-16,663
|
-2%
|
|
|
31
|
Aspiriant LLC
Los Angeles,
California
|
$154M
|
-$749K
|
-4,781
|
-0.5%
|
|
|
32
|
|
$151M
|
-$73.2M
|
-467,317
|
-33%
|
|
|
33
|
Brown Advisory
Baltimore,
Maryland
|
$148M
|
-$18.5M
|
-118,390
|
-12%
|
|
|
34
|
Stifel Financial
St. Louis,
Missouri
|
$146M
|
+$8.49M
|
+54,245
|
+6%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$141M
|
+$7.04M
|
+44,950
|
+5%
|
|
|
36
|
Colony Group
Boston,
Massachusetts
|
$141M
|
-$17.9M
|
-114,391
|
-12%
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$127M
|
+$3.58M
|
+22,860
|
+3%
|
|
|
38
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$117M
|
-$65.3K
|
-417
|
-0.1%
|
|
|
39
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$110M
|
+$33.2K
|
+212
|
+0%
|
|
|
40
|
Stokes Family Office
New Orleans,
Louisiana
|
$110M
|
-$956K
|
-6,102
|
-0.9%
|
|
|
41
|
William Blair & Company
Chicago,
Illinois
|
$108M
|
+$1.91M
|
+12,224
|
+2%
|
|
|
42
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$108M
|
+$1.72M
|
+10,964
|
+2%
|
|
|
43
|
|
$95.2M
|
-$3.9M
|
-24,900
|
-4%
|
|
|
44
|
Northeast Financial Consultants
Westport,
Connecticut
|
$93.3M
|
-$210K
|
-1,342
|
-0.2%
|
|
|
45
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$92.3M
|
–
|
–
|
–
|
|
|
46
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$87.5M
|
+$1.12M
|
+7,133
|
+1%
|
|
|
47
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$86.7M
|
-$1.42M
|
-9,059
|
-2%
|
|
|
48
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$86.3M
|
+$31.8M
|
+203,237
|
+62%
|
|
|
49
|
Private Advisor Group
Morristown,
New Jersey
|
$85.3M
|
+$3.24M
|
+20,685
|
+4%
|
|
|
50
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$85.2M
|
+$9.61M
|
+61,382
|
+13%
|
|
