|
26
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$242M
|
+$53.9M
|
+1,349,604
|
+31%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$233M
|
-$4.58M
|
-114,792
|
-2%
|
|
|
28
|
Choreo LLC
Rockford,
Illinois
|
$220M
|
+$8.62M
|
+215,934
|
+4%
|
|
|
29
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$201M
|
+$1.19M
|
+29,862
|
+0.6%
|
|
|
30
|
Raymond James & Associates
St Petersburg,
Florida
|
$186M
|
+$11.6M
|
+291,090
|
+7%
|
|
|
31
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$177M
|
–
|
–
|
–
|
|
|
32
|
AssetMark Inc
Concord,
California
|
$174M
|
+$1.74M
|
+43,488
|
+1%
|
|
|
33
|
Northeast Financial Consultants
Westport,
Connecticut
|
$167M
|
+$7.27M
|
+182,160
|
+5%
|
|
|
34
|
Equitable Holdings
New York
|
$165M
|
-$53.6K
|
-1,344
|
-0%
|
|
|
35
|
Mariner
Overland Park,
Kansas
|
$146M
|
+$3.75M
|
+93,942
|
+3%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$145M
|
+$10.4M
|
+261,084
|
+8%
|
|
|
37
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$141M
|
+$31.5M
|
+789,192
|
+31%
|
|
|
38
|
MML Investors Services
Springfield,
Massachusetts
|
$140M
|
+$6.21M
|
+155,526
|
+5%
|
|
|
39
|
Permanens Capital
New York
|
$131M
|
-$14.2M
|
-355,794
|
-10%
|
|
|
40
|
Garde Capital
Seattle,
Washington
|
$126M
|
+$2.14M
|
+53,610
|
+2%
|
|
|
41
|
Mission Wealth Management
Santa Barbara,
California
|
$125M
|
+$15.8M
|
+395,820
|
+15%
|
|
|
42
|
AE Wealth Management
Topeka,
Kansas
|
$119M
|
-$23.8M
|
-596,964
|
-17%
|
|
|
43
|
Mather Group
Chicago,
Illinois
|
$117M
|
+$2.57M
|
+64,500
|
+2%
|
|
|
44
|
Waverly Advisors
Birmingham,
Alabama
|
$113M
|
+$1.26M
|
+31,554
|
+1%
|
|
|
45
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$109M
|
+$2.97M
|
+74,286
|
+3%
|
|
|
46
|
Vanguard Group
Malvern,
Pennsylvania
|
$104M
|
+$97.8M
|
+2,450,412
|
+13,329%
|
|
|
47
|
Dai-ichi Life Insurance Company
Tokyo,
Japan
|
$103M
|
–
|
–
|
–
|
|
|
48
|
Coldstream Capital Management
Bellevue,
Washington
|
$98.5M
|
-$3.57M
|
-89,484
|
-4%
|
|
|
49
|
Truepoint Inc
Cincinnati,
Ohio
|
$97.7M
|
-$2.59M
|
-64,938
|
-3%
|
|
|
50
|
Morningstar Investment Services
Chicago,
Illinois
|
$97.3M
|
+$113K
|
+2,826
|
+0.1%
|
|
