|
26
|
HighTower Advisors
Chicago,
Illinois
|
$798M
|
+$29.5M
|
+141,461
|
+4%
|
|
|
27
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$765M
|
+$193M
|
+925,117
|
+36%
|
|
|
28
|
RWA Wealth Partners
Newton,
Massachusetts
|
$763M
|
+$14.4M
|
+69,100
|
+2%
|
|
|
29
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$750M
|
+$14.8M
|
+70,931
|
+2%
|
|
|
30
|
|
$696M
|
+$180M
|
+864,315
|
+37%
|
|
|
31
|
|
$683M
|
+$56.4M
|
+270,127
|
+9%
|
|
|
32
|
Mission Wealth Management
Santa Barbara,
California
|
$678M
|
+$148M
|
+708,390
|
+29%
|
|
|
33
|
Bank of New York Mellon
New York
|
$675M
|
+$4.39M
|
+21,021
|
+0.7%
|
|
|
34
|
Balentine LLC
Atlanta,
Georgia
|
$630M
|
+$9.05M
|
+43,360
|
+2%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$622M
|
+$60.6M
|
+290,202
|
+11%
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$593M
|
+$17.9M
|
+85,903
|
+3%
|
|
|
37
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$530M
|
–
|
–
|
–
|
|
|
38
|
Truist Financial
Charlotte,
North Carolina
|
$508M
|
-$15.2M
|
-72,763
|
-3%
|
|
|
39
|
Choreo LLC
Rockford,
Illinois
|
$486M
|
+$10.8M
|
+51,946
|
+2%
|
|
|
40
|
AssetMark Inc
Concord,
California
|
$434M
|
+$122M
|
+585,368
|
+42%
|
|
|
41
|
|
$429M
|
+$72.5M
|
+346,979
|
+21%
|
|
|
42
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$401M
|
+$10M
|
+47,967
|
+3%
|
|
|
43
|
Modera Wealth Management
Westwood,
New Jersey
|
$399M
|
+$13M
|
+62,288
|
+4%
|
|
|
44
|
Stifel Financial
St. Louis,
Missouri
|
$396M
|
+$26.6M
|
+127,445
|
+8%
|
|
|
45
|
Facet Wealth Inc
Baltimore,
Maryland
|
$374M
|
+$26.3M
|
+126,163
|
+8%
|
|
|
46
|
Bell Bank
Fargo,
North Dakota
|
$346M
|
-$7.68M
|
-36,772
|
-2%
|
|
|
47
|
Beacon Pointe Advisors
Newport Beach,
California
|
$329M
|
+$40M
|
+191,374
|
+15%
|
|
|
48
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$328M
|
-$1.56M
|
-7,466
|
-0.5%
|
|
|
49
|
Rockefeller Capital Management
New York
|
$323M
|
+$5.96M
|
+28,537
|
+2%
|
|
|
50
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$319M
|
+$13.9M
|
+66,537
|
+5%
|
|
