|
26
|
Truist Financial
Charlotte,
North Carolina
|
$187M
|
-$95.7M
|
-544,485
|
-35%
|
|
|
27
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$184M
|
-$8.16M
|
-46,447
|
-4%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$183M
|
-$3.98M
|
-22,649
|
-2%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$179M
|
-$11.4M
|
-64,639
|
-6%
|
|
|
30
|
Aspiriant LLC
Los Angeles,
California
|
$176M
|
-$1.86M
|
-10,604
|
-1%
|
|
|
31
|
Corient Private Wealth
Miami,
Florida
|
$171M
|
-$16M
|
-91,251
|
-9%
|
|
|
32
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$164M
|
+$69.9M
|
+398,116
|
+80%
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$161M
|
-$2.23M
|
-12,710
|
-1%
|
|
|
34
|
Brown Advisory
Baltimore,
Maryland
|
$161M
|
+$2.26M
|
+12,863
|
+1%
|
|
|
35
|
MAI Capital Management
Independence,
Ohio
|
$158M
|
+$22.4M
|
+127,236
|
+17%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$152M
|
-$5.67M
|
-32,260
|
-4%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$149M
|
+$119M
|
+679,010
|
+506%
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$148M
|
+$2.62M
|
+14,899
|
+2%
|
|
|
39
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$141M
|
+$2.77M
|
+15,743
|
+2%
|
|
|
40
|
Waverly Advisors
Birmingham,
Alabama
|
$141M
|
+$37.2M
|
+211,811
|
+38%
|
|
|
41
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$134M
|
+$1.63M
|
+9,300
|
+1%
|
|
|
42
|
Rockefeller Capital Management
New York
|
$130M
|
+$18.6M
|
+105,763
|
+17%
|
|
|
43
|
|
$129M
|
+$5.59M
|
+31,803
|
+5%
|
|
|
44
|
William Blair & Company
Chicago,
Illinois
|
$123M
|
-$4.11M
|
-23,411
|
-3%
|
|
|
45
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$122M
|
-$834K
|
-4,747
|
-0.7%
|
|
|
46
|
Charles Schwab
San Francisco,
California
|
$120M
|
-$93.2M
|
-530,793
|
-45%
|
|
|
47
|
Northeast Financial Consultants
Westport,
Connecticut
|
$120M
|
+$6.16M
|
+35,054
|
+6%
|
|
|
48
|
Focus Partners Wealth
Boston,
Massachusetts
|
$119M
|
-$5.19M
|
-29,546
|
-4%
|
|
|
49
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$117M
|
+$30.6K
|
+174
|
+0%
|
|
|
50
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$113M
|
-$4.14M
|
-23,578
|
-4%
|
|
