|
26
|
Joel Isaacson & Co
New York
|
$235M
|
+$9.59M
|
+48,028
|
+4%
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$216M
|
+$31.1M
|
+155,947
|
+16%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$203M
|
+$5.71M
|
+28,606
|
+3%
|
|
|
29
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$203M
|
+$2.12M
|
+10,631
|
+1%
|
|
|
30
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$187M
|
-$2.25M
|
-11,247
|
-1%
|
|
|
31
|
Aspiriant LLC
Los Angeles,
California
|
$186M
|
-$3.46M
|
-17,352
|
-2%
|
|
|
32
|
MAI Capital Management
Independence,
Ohio
|
$182M
|
+$6M
|
+30,050
|
+3%
|
|
|
33
|
Truist Financial
Charlotte,
North Carolina
|
$181M
|
-$5.62M
|
-28,157
|
-3%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$179M
|
-$7.37M
|
-36,926
|
-4%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$176M
|
+$1.59M
|
+7,952
|
+0.9%
|
|
|
36
|
Jones Financial Companies
Des Peres,
Missouri
|
$169M
|
+$32.2M
|
+161,316
|
+23%
|
|
|
37
|
Brown Advisory
Baltimore,
Maryland
|
$166M
|
-$9.89M
|
-49,541
|
-6%
|
|
|
38
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$166M
|
+$3.13M
|
+15,691
|
+2%
|
|
|
39
|
Waverly Advisors
Birmingham,
Alabama
|
$165M
|
+$5.93M
|
+29,720
|
+4%
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$162M
|
-$10.3M
|
-51,732
|
-6%
|
|
|
41
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$158M
|
+$9.05M
|
+45,346
|
+6%
|
|
|
42
|
|
$149M
|
+$8.61M
|
+43,109
|
+6%
|
|
|
43
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$146M
|
+$11.7M
|
+58,645
|
+9%
|
|
|
44
|
Rockefeller Capital Management
New York
|
$137M
|
+$3.84M
|
+19,224
|
+3%
|
|
|
45
|
Northeast Financial Consultants
Westport,
Connecticut
|
$131M
|
-$763K
|
-3,823
|
-0.6%
|
|
|
46
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$129M
|
+$750K
|
+3,756
|
+0.6%
|
|
|
47
|
William Blair & Company
Chicago,
Illinois
|
$127M
|
-$687K
|
-3,440
|
-0.5%
|
|
|
48
|
|
$125M
|
+$11M
|
+54,938
|
+9%
|
|
|
49
|
Cresset Asset Management
Chicago,
Illinois
|
$124M
|
+$1.64M
|
+8,227
|
+1%
|
|
|
50
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$121M
|
+$10.2M
|
+51,165
|
+9%
|
|
