|
26
|
Truist Financial
Charlotte,
North Carolina
|
$235M
|
-$673K
|
-15,720
|
-0.3%
|
|
|
27
|
Choreo LLC
Rockford,
Illinois
|
$233M
|
+$10.3M
|
+241,098
|
+5%
|
|
|
28
|
HighTower Advisors
Chicago,
Illinois
|
$191M
|
+$190M
|
+4,447,920
|
New
|
|
|
29
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$182M
|
–
|
–
|
–
|
|
|
30
|
Raymond James & Associates
St Petersburg,
Florida
|
$175M
|
-$13.6M
|
-317,586
|
-7%
|
|
|
31
|
AssetMark Inc
Concord,
California
|
$174M
|
-$2.56M
|
-59,928
|
-1%
|
|
|
32
|
Northeast Financial Consultants
Westport,
Connecticut
|
$174M
|
+$3.71M
|
+86,640
|
+2%
|
|
|
33
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$168M
|
-$35.8M
|
-835,782
|
-18%
|
|
|
34
|
Equitable Holdings
New York
|
$155M
|
-$13.1M
|
-305,736
|
-8%
|
|
|
35
|
Mariner
Overland Park,
Kansas
|
$146M
|
-$2.36M
|
-55,242
|
-2%
|
|
|
36
|
Stifel Financial
St. Louis,
Missouri
|
$146M
|
-$1.52M
|
-35,544
|
-1%
|
|
|
37
|
MML Investors Services
Springfield,
Massachusetts
|
$144M
|
+$1.01M
|
+23,568
|
+0.7%
|
|
|
38
|
Mission Wealth Management
Santa Barbara,
California
|
$140M
|
+$13M
|
+303,750
|
+10%
|
|
|
39
|
Garde Capital
Seattle,
Washington
|
$128M
|
+$36.5K
|
+852
|
+0%
|
|
|
40
|
Mather Group
Chicago,
Illinois
|
$120M
|
+$1.72M
|
+40,224
|
+1%
|
|
|
41
|
AE Wealth Management
Topeka,
Kansas
|
$120M
|
-$1.03M
|
-24,054
|
-0.9%
|
|
|
42
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$115M
|
+$39.5M
|
+923,142
|
+53%
|
|
|
43
|
Permanens Capital
New York
|
$110M
|
-$22.2M
|
-518,286
|
-17%
|
|
|
44
|
Waverly Advisors
Birmingham,
Alabama
|
$110M
|
-$3.02M
|
-70,644
|
-3%
|
|
|
45
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$105M
|
+$11.2M
|
+260,712
|
+12%
|
|
|
46
|
Truepoint Inc
Cincinnati,
Ohio
|
$103M
|
+$3.51M
|
+82,068
|
+4%
|
|
|
47
|
Coldstream Capital Management
Bellevue,
Washington
|
$100M
|
+$68.3K
|
+1,596
|
+0.1%
|
|
|
48
|
BOK Financial Private Wealth
Denver,
Colorado
|
$99.7M
|
+$6.02M
|
+140,628
|
+6%
|
|
|
49
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$92.5M
|
+$924K
|
+21,594
|
+1%
|
|
|
50
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$88.5M
|
–
|
–
|
–
|
|
