|
26
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$128M
|
–
|
–
|
–
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$122M
|
+$14.6M
|
+486,900
|
+12%
|
|
|
28
|
AssetMark Inc
Concord,
California
|
$121M
|
-$17.4M
|
-581,478
|
-11%
|
|
|
29
|
Raymond James & Associates
St Petersburg,
Florida
|
$119M
|
+$1.2M
|
+40,098
|
+0.9%
|
|
|
30
|
Choreo LLC
Rockford,
Illinois
|
$118M
|
+$4.94M
|
+164,820
|
+4%
|
|
|
31
|
Equitable Holdings
New York
|
$112M
|
-$4.16M
|
-138,768
|
-3%
|
|
|
32
|
Permanens Capital
New York
|
$108M
|
+$24M
|
+800,460
|
+24%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$107M
|
+$9.55M
|
+318,924
|
+8%
|
|
|
34
|
Northeast Financial Consultants
Westport,
Connecticut
|
$90.4M
|
-$729K
|
-24,348
|
-0.7%
|
|
|
35
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$88.5M
|
–
|
–
|
–
|
|
|
36
|
Morningstar Investment Services
Chicago,
Illinois
|
$85M
|
+$2.82M
|
+94,092
|
+3%
|
|
|
37
|
Mariner
Overland Park,
Kansas
|
$82M
|
+$10.6M
|
+353,148
|
+13%
|
|
|
38
|
HighTower Advisors
Chicago,
Illinois
|
$81.7M
|
+$8.13M
|
+271,314
|
+9%
|
|
|
39
|
MML Investors Services
Springfield,
Massachusetts
|
$80.8M
|
+$18.4M
|
+614,826
|
+25%
|
|
|
40
|
Truepoint Inc
Cincinnati,
Ohio
|
$74.3M
|
-$4.52M
|
-150,828
|
-5%
|
|
|
41
|
Garde Capital
Seattle,
Washington
|
$72.9M
|
-$2.35M
|
-78,510
|
-3%
|
|
|
42
|
Stifel Financial
St. Louis,
Missouri
|
$71.7M
|
+$6.82M
|
+227,856
|
+9%
|
|
|
43
|
Coldstream Capital Management
Bellevue,
Washington
|
$69.8M
|
-$2.75M
|
-91,836
|
-3%
|
|
|
44
|
Waverly Advisors
Birmingham,
Alabama
|
$68.3M
|
+$3.39M
|
+113,166
|
+5%
|
|
|
45
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$65.7M
|
-$2.92M
|
-97,380
|
-4%
|
|
|
46
|
Karpus Investment Management
Pittsford,
New York
|
$64.9M
|
+$20.6M
|
+687,582
|
+38%
|
|
|
47
|
Westwood Holdings Group
Dallas,
Texas
|
$64.3M
|
-$3.51M
|
-117,108
|
-5%
|
|
|
48
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$60.1M
|
-$10.9M
|
-364,428
|
-13%
|
|
|
49
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$59.6M
|
+$16.3M
|
+542,868
|
+31%
|
|
|
50
|
Vista Capital Partners
Portland,
Oregon
|
$58.7M
|
-$2.49M
|
-83,010
|
-4%
|
|
