|
26
|
Wealthspire Advisors (New York)
New York
|
$355M
|
-$2.89M
|
-40,240
|
-0.8%
|
|
|
27
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$345M
|
+$22M
|
+306,704
|
+7%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$339M
|
-$8.93M
|
-124,348
|
-3%
|
|
|
29
|
Bank of New York Mellon
New York
|
$301M
|
-$4.27M
|
-59,472
|
-1%
|
|
|
30
|
HighTower Advisors
Chicago,
Illinois
|
$300M
|
+$42.9M
|
+597,516
|
+17%
|
|
|
31
|
Midwest Trust
Overland Park,
Kansas
|
$283M
|
+$4.04M
|
+56,288
|
+1%
|
|
|
32
|
|
$277M
|
+$6.2M
|
+86,300
|
+2%
|
|
|
33
|
Regions Financial Corp
Birmingham,
Alabama
|
$265M
|
+$15.4M
|
+214,896
|
+6%
|
|
|
34
|
|
$238M
|
+$23.1M
|
+321,056
|
+11%
|
|
|
35
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$224M
|
+$23.7M
|
+330,156
|
+12%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$214M
|
+$13.5M
|
+187,604
|
+7%
|
|
|
37
|
Clearstead Advisors
Cleveland,
Ohio
|
$205M
|
+$1.52M
|
+21,216
|
+0.8%
|
|
|
38
|
Stifel Financial
St. Louis,
Missouri
|
$201M
|
+$9.64M
|
+134,168
|
+5%
|
|
|
39
|
Mercer Global Advisors
Denver,
Colorado
|
$194M
|
+$13.9M
|
+193,868
|
+8%
|
|
|
40
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$183M
|
+$77.2M
|
+1,075,176
|
+76%
|
|
|
41
|
Rockefeller Capital Management
New York
|
$177M
|
+$35.5M
|
+493,940
|
+26%
|
|
|
42
|
Pathstone Holdings
Englewood,
New Jersey
|
$177M
|
-$6.42M
|
-89,340
|
-4%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$167M
|
+$9.64M
|
+134,220
|
+6%
|
|
|
44
|
First Command Advisory Services
Fort Worth,
Texas
|
$164M
|
-$543K
|
-7,564
|
-0.3%
|
|
|
45
|
Beacon Pointe Advisors
Newport Beach,
California
|
$162M
|
-$12.3M
|
-170,964
|
-7%
|
|
|
46
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$160M
|
+$2.05M
|
+28,608
|
+1%
|
|
|
47
|
Kestra Investment Management
Austin,
Texas
|
$160M
|
+$16M
|
+222,552
|
+11%
|
|
|
48
|
SigFig Wealth Management
San Francisco,
California
|
$158M
|
+$105M
|
+1,456,264
|
+208%
|
|
|
49
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$157M
|
-$836K
|
-11,636
|
-0.5%
|
|
|
50
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$154M
|
-$711K
|
-9,900
|
-0.5%
|
|
