|
26
|
Truist Financial
Charlotte,
North Carolina
|
$180M
|
+$20.4M
|
+663,318
|
+14%
|
|
|
27
|
Choreo LLC
Rockford,
Illinois
|
$165M
|
+$11.9M
|
+387,942
|
+9%
|
|
|
28
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$163M
|
–
|
–
|
–
|
|
|
29
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$148M
|
+$135M
|
+4,397,400
|
New
|
|
|
30
|
Permanens Capital
New York
|
$145M
|
+$5.85M
|
+190,128
|
+5%
|
|
|
31
|
Raymond James & Associates
St Petersburg,
Florida
|
$143M
|
-$9.03M
|
-293,568
|
-6%
|
|
|
32
|
Equitable Holdings
New York
|
$139M
|
-$5.02M
|
-163,086
|
-4%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$138M
|
+$489K
|
+15,894
|
+0.4%
|
|
|
34
|
AssetMark Inc
Concord,
California
|
$125M
|
-$28.2M
|
-917,880
|
-20%
|
|
|
35
|
Northeast Financial Consultants
Westport,
Connecticut
|
$125M
|
+$7.28M
|
+236,784
|
+7%
|
|
|
36
|
Mariner
Overland Park,
Kansas
|
$113M
|
+$6.3M
|
+204,720
|
+7%
|
|
|
37
|
HighTower Advisors
Chicago,
Illinois
|
$108M
|
+$2.16M
|
+70,368
|
+2%
|
|
|
38
|
MML Investors Services
Springfield,
Massachusetts
|
$107M
|
+$2.28M
|
+74,070
|
+2%
|
|
|
39
|
AE Wealth Management
Topeka,
Kansas
|
$102M
|
+$35.7M
|
+1,161,984
|
+63%
|
|
|
40
|
Stifel Financial
St. Louis,
Missouri
|
$97M
|
+$4.07M
|
+132,324
|
+5%
|
|
|
41
|
Waverly Advisors
Birmingham,
Alabama
|
$95.8M
|
-$1.32M
|
-43,008
|
-2%
|
|
|
42
|
Garde Capital
Seattle,
Washington
|
$94.6M
|
+$532K
|
+17,304
|
+0.6%
|
|
|
43
|
Morningstar Investment Services
Chicago,
Illinois
|
$93.5M
|
-$11.8M
|
-383,466
|
-12%
|
|
|
44
|
Mather Group
Chicago,
Illinois
|
$90.5M
|
+$65.6M
|
+2,132,820
|
+385%
|
|
|
45
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$88.5M
|
–
|
–
|
–
|
|
|
46
|
Coldstream Capital Management
Bellevue,
Washington
|
$86.9M
|
-$2.77M
|
-90,030
|
-3%
|
|
|
47
|
Truepoint Inc
Cincinnati,
Ohio
|
$86.2M
|
-$8.83M
|
-287,244
|
-10%
|
|
|
48
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$85.8M
|
+$8.15M
|
+265,056
|
+12%
|
|
|
49
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$80.6M
|
+$35.2M
|
+1,144,092
|
+92%
|
|
|
50
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$80.2M
|
-$5.28M
|
-171,558
|
-7%
|
|
