|
26
|
Wealthspire Advisors (New York)
New York
|
$1.31B
|
-$21.2M
|
-40,256
|
-2%
|
|
|
27
|
FJ Investments
Salt Lake City,
Utah
|
$1.23B
|
+$141M
|
+268,667
|
+14%
|
|
|
28
|
Clal Insurance
Tel-Aviv,
Israel
|
$1.17B
|
-$385M
|
-733,370
|
-26%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$1.15B
|
-$4.28M
|
-8,151
|
-0.4%
|
|
|
30
|
E-L Financial Corp
Toronto,
Ontario, Canada
|
$1.15B
|
-$6.83K
|
-13
|
-0%
|
|
|
31
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.13B
|
+$89M
|
+169,262
|
+9%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.05B
|
+$21.7M
|
+41,209
|
+2%
|
|
|
33
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$1.03B
|
-$3.25M
|
-6,180
|
-0.3%
|
|
|
34
|
Trans-Canada Capital
Montreal,
Quebec, Canada
|
$1B
|
+$75.8M
|
+144,272
|
+9%
|
|
|
35
|
Pathstone Holdings
Englewood,
New Jersey
|
$951M
|
-$7.47M
|
-14,221
|
-0.8%
|
|
|
36
|
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
$936M
|
-$59.7M
|
-113,530
|
-6%
|
|
|
37
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$921M
|
+$852M
|
+1,621,868
|
New
|
|
|
38
|
United Capital Financial Advisors
Irving,
Texas
|
$895M
|
-$36.9M
|
-70,184
|
-4%
|
|
|
39
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$889M
|
+$58.2M
|
+110,794
|
+8%
|
|
|
40
|
Focus Partners Wealth
Boston,
Massachusetts
|
$880M
|
+$62.1M
|
+118,086
|
+8%
|
|
|
41
|
Stifel Financial
St. Louis,
Missouri
|
$872M
|
+$29.5M
|
+56,118
|
+4%
|
|
|
42
|
Fisher Asset Management
Camas,
Washington
|
$864M
|
-$4.89M
|
-9,306
|
-0.6%
|
|
|
43
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$855M
|
-$3.09M
|
-5,882
|
-0.4%
|
|
|
44
|
Angeles Investment Advisors
Santa Monica,
California
|
$815M
|
+$7.27M
|
+13,842
|
+1%
|
|
|
45
|
Plante Moran Financial Advisors
Southfield,
Michigan
|
$802M
|
+$64M
|
+121,748
|
+9%
|
|
|
46
|
Charles Schwab
San Francisco,
California
|
$785M
|
+$63.9M
|
+121,521
|
+10%
|
|
|
47
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$772M
|
+$52.5M
|
+99,857
|
+8%
|
|
|
48
|
JMG Financial Group
Downers Grove,
Illinois
|
$772M
|
-$17.5M
|
-33,344
|
-2%
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
$763M
|
+$11.8M
|
+22,428
|
+2%
|
|
|
50
|
Freestone Grove Partners
San Francisco,
California
|
$747M
|
+$210M
|
+399,597
|
+44%
|
|
