|
26
|
Charles Schwab
San Francisco,
California
|
$202M
|
+$38.7M
|
+240,572
|
+25%
|
|
|
27
|
Joel Isaacson & Co
New York
|
$181M
|
+$4.13M
|
+25,686
|
+2%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$179M
|
-$556K
|
-3,454
|
-0.3%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$179M
|
+$12.3M
|
+76,214
|
+8%
|
|
|
30
|
Corient Private Wealth
Miami,
Florida
|
$175M
|
+$1.45M
|
+8,996
|
+0.9%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$175M
|
+$9.12M
|
+56,694
|
+6%
|
|
|
32
|
Aspiriant LLC
Los Angeles,
California
|
$166M
|
+$3.69M
|
+22,956
|
+2%
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$153M
|
-$7.19M
|
-44,690
|
-5%
|
|
|
34
|
Brown Advisory
Baltimore,
Maryland
|
$148M
|
-$5.94M
|
-36,916
|
-4%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$147M
|
-$4.19M
|
-26,030
|
-3%
|
|
|
36
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$136M
|
+$5.56M
|
+34,572
|
+5%
|
|
|
37
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$129M
|
+$2.25M
|
+14,014
|
+2%
|
|
|
38
|
MAI Capital Management
Independence,
Ohio
|
$126M
|
+$5.73M
|
+35,627
|
+5%
|
|
|
39
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$123M
|
+$12.8M
|
+79,388
|
+12%
|
|
|
40
|
William Blair & Company
Chicago,
Illinois
|
$119M
|
-$1.36M
|
-8,439
|
-1%
|
|
|
41
|
Focus Partners Wealth
Boston,
Massachusetts
|
$116M
|
+$110M
|
+681,364
|
New
|
|
|
42
|
|
$114M
|
+$6.45M
|
+40,084
|
+6%
|
|
|
43
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$114M
|
+$912K
|
+5,671
|
+0.9%
|
|
|
44
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$109M
|
+$7.63M
|
+47,395
|
+8%
|
|
|
45
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$109M
|
-$3.69M
|
-22,905
|
-3%
|
|
|
46
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$106M
|
+$3.18M
|
+19,761
|
+3%
|
|
|
47
|
Northeast Financial Consultants
Westport,
Connecticut
|
$106M
|
+$4.63M
|
+28,797
|
+5%
|
|
|
48
|
Rockefeller Capital Management
New York
|
$104M
|
+$9.17M
|
+56,985
|
+10%
|
|
|
49
|
Waverly Advisors
Birmingham,
Alabama
|
$95.3M
|
+$10.5M
|
+65,502
|
+13%
|
|
|
50
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$94M
|
+$648K
|
+4,028
|
+0.7%
|
|
