|
26
|
Truist Financial
Charlotte,
North Carolina
|
$213M
|
+$10.2M
|
+276,558
|
+5%
|
|
|
27
|
Choreo LLC
Rockford,
Illinois
|
$189M
|
+$3.33M
|
+90,192
|
+2%
|
|
|
28
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$180M
|
+$12.4M
|
+336,012
|
+8%
|
|
|
29
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$166M
|
+$9.81M
|
+265,596
|
+6%
|
|
|
30
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$164M
|
–
|
–
|
–
|
|
|
31
|
Raymond James & Associates
St Petersburg,
Florida
|
$156M
|
-$5.48M
|
-148,434
|
-3%
|
|
|
32
|
AssetMark Inc
Concord,
California
|
$155M
|
+$13.5M
|
+365,646
|
+10%
|
|
|
33
|
Equitable Holdings
New York
|
$149M
|
-$7.54M
|
-204,240
|
-5%
|
|
|
34
|
Northeast Financial Consultants
Westport,
Connecticut
|
$143M
|
+$2.95M
|
+79,968
|
+2%
|
|
|
35
|
Permanens Capital
New York
|
$131M
|
-$31.7M
|
-859,296
|
-20%
|
|
|
36
|
AE Wealth Management
Topeka,
Kansas
|
$130M
|
+$14.8M
|
+401,364
|
+13%
|
|
|
37
|
Mariner
Overland Park,
Kansas
|
$128M
|
+$839K
|
+22,722
|
+0.7%
|
|
|
38
|
Stifel Financial
St. Louis,
Missouri
|
$120M
|
+$10.8M
|
+292,398
|
+10%
|
|
|
39
|
MML Investors Services
Springfield,
Massachusetts
|
$120M
|
+$163K
|
+4,404
|
+0.1%
|
|
|
40
|
HighTower Advisors
Chicago,
Illinois
|
$118M
|
-$2.78M
|
-75,396
|
-2%
|
|
|
41
|
Garde Capital
Seattle,
Washington
|
$111M
|
+$4.73M
|
+128,244
|
+5%
|
|
|
42
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$106M
|
+$15.3M
|
+413,748
|
+17%
|
|
|
43
|
Mather Group
Chicago,
Illinois
|
$102M
|
+$420K
|
+11,364
|
+0.4%
|
|
|
44
|
Mission Wealth Management
Santa Barbara,
California
|
$97M
|
+$20.4M
|
+551,736
|
+28%
|
|
|
45
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$96.6M
|
+$35.4K
|
+960
|
+0%
|
|
|
46
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$95.5M
|
+$7.1M
|
+192,306
|
+8%
|
|
|
47
|
Waverly Advisors
Birmingham,
Alabama
|
$92.2M
|
-$2.4M
|
-65,124
|
-3%
|
|
|
48
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$92.2M
|
+$89.7M
|
+2,430,000
|
New
|
|
|
49
|
Coldstream Capital Management
Bellevue,
Washington
|
$91.9M
|
-$5.83M
|
-158,034
|
-6%
|
|
|
50
|
Truepoint Inc
Cincinnati,
Ohio
|
$90.3M
|
-$6.65M
|
-180,192
|
-7%
|
|
