|
26
|
Joel Isaacson & Co
New York
|
$161M
|
+$4.02M
|
+24,820
|
+2%
|
|
|
27
|
Corient Private Wealth
Miami,
Florida
|
$158M
|
-$19.2M
|
-118,638
|
-10%
|
|
|
28
|
|
$154M
|
+$10.7M
|
+65,850
|
+7%
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$152M
|
-$1.55M
|
-9,581
|
-1%
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$151M
|
+$31.2M
|
+192,408
|
+25%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$151M
|
+$11.6M
|
+71,323
|
+8%
|
|
|
32
|
Aspiriant LLC
Los Angeles,
California
|
$148M
|
-$170K
|
-1,050
|
-0.1%
|
|
|
33
|
Charles Schwab
San Francisco,
California
|
$147M
|
-$86.5M
|
-533,900
|
-36%
|
|
|
34
|
Brown Advisory
Baltimore,
Maryland
|
$140M
|
-$1.16M
|
-7,162
|
-0.8%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$138M
|
+$3.31M
|
+20,413
|
+2%
|
|
|
36
|
Colony Group
Boston,
Massachusetts
|
$133M
|
-$1.84M
|
-11,360
|
-1%
|
|
|
37
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$118M
|
+$86.1M
|
+531,311
|
+230%
|
|
|
38
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$116M
|
+$3.44M
|
+21,243
|
+3%
|
|
|
39
|
William Blair & Company
Chicago,
Illinois
|
$110M
|
+$6.16M
|
+38,002
|
+6%
|
|
|
40
|
MAI Capital Management
Independence,
Ohio
|
$109M
|
+$37.8M
|
+233,283
|
+50%
|
|
|
41
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$103M
|
+$432K
|
+2,663
|
+0.4%
|
|
|
42
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$103M
|
-$2.14M
|
-13,220
|
-2%
|
|
|
43
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$100M
|
+$18.2M
|
+112,527
|
+21%
|
|
|
44
|
|
$98.2M
|
+$7.41M
|
+45,737
|
+8%
|
|
|
45
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$93.5M
|
+$12.5M
|
+77,055
|
+15%
|
|
|
46
|
Stokes Family Office
New Orleans,
Louisiana
|
$93.5M
|
-$11.8M
|
-73,003
|
-11%
|
|
|
47
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$92.4M
|
-$687K
|
-4,241
|
-0.7%
|
|
|
48
|
Northeast Financial Consultants
Westport,
Connecticut
|
$91.9M
|
+$2.76M
|
+17,025
|
+3%
|
|
|
49
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$86.3M
|
+$3.59M
|
+22,120
|
+4%
|
|
|
50
|
Rockefeller Capital Management
New York
|
$85.7M
|
+$4.46M
|
+27,534
|
+5%
|
|
