|
26
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$265M
|
+$5.96M
|
+26,752
|
+2%
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$259M
|
+$17.5M
|
+78,387
|
+7%
|
|
|
28
|
Howard Capital Management
Roswell,
Georgia
|
$258M
|
-$6.57M
|
-29,475
|
-2%
|
|
|
29
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$252M
|
-$385K
|
-1,729
|
-0.1%
|
|
|
30
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$248M
|
-$94.9M
|
-425,564
|
-27%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$223M
|
-$5.19M
|
-23,297
|
-2%
|
|
|
32
|
Brown Advisory
Baltimore,
Maryland
|
$212M
|
+$1.69M
|
+7,568
|
+0.8%
|
|
|
33
|
MAI Capital Management
Independence,
Ohio
|
$210M
|
-$4.61M
|
-20,685
|
-2%
|
|
|
34
|
Bank of New York Mellon
New York
|
$208M
|
-$23M
|
-103,256
|
-10%
|
|
|
35
|
Aspiriant LLC
Los Angeles,
California
|
$205M
|
+$250K
|
+1,122
|
+0.1%
|
|
|
36
|
|
$201M
|
+$16.9M
|
+75,921
|
+9%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$184M
|
-$1.21M
|
-5,427
|
-0.6%
|
|
|
38
|
Davenport & Co
Richmond,
Virginia
|
$184M
|
+$20.7M
|
+92,940
|
+12%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$179M
|
-$5.86M
|
-26,301
|
-3%
|
|
|
40
|
Rockefeller Capital Management
New York
|
$177M
|
-$941K
|
-4,219
|
-0.5%
|
|
|
41
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$176M
|
+$10.1M
|
+45,407
|
+6%
|
|
|
42
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$170M
|
-$23.2M
|
-103,977
|
-12%
|
|
|
43
|
Cresset Asset Management
Chicago,
Illinois
|
$165M
|
-$2.96M
|
-13,263
|
-2%
|
|
|
44
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$161M
|
+$640K
|
+2,869
|
+0.4%
|
|
|
45
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$154M
|
+$160M
|
+717,344
|
New
|
|
|
46
|
|
$150M
|
-$4.28M
|
-19,198
|
-3%
|
|
|
47
|
Diversified Enterprises
Wilmington,
Delaware
|
$148M
|
+$5.63M
|
+25,254
|
+4%
|
|
|
48
|
Focus Partners Wealth
Boston,
Massachusetts
|
$148M
|
-$29.2K
|
-131
|
-0%
|
|
|
49
|
William Blair & Company
Chicago,
Illinois
|
$148M
|
+$3.17M
|
+14,217
|
+2%
|
|
|
50
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$148M
|
-$14.9M
|
-66,782
|
-9%
|
|
