|
26
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$309M
|
-$50.6M
|
-970,692
|
-14%
|
|
|
27
|
Choreo LLC
Rockford,
Illinois
|
$293M
|
-$2.44M
|
-46,824
|
-0.8%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$290M
|
+$3.72M
|
+71,328
|
+1%
|
|
|
29
|
Equitable Holdings
New York
|
$265M
|
-$21.3M
|
-408,822
|
-8%
|
|
|
30
|
AE Wealth Management
Topeka,
Kansas
|
$260M
|
+$7.14M
|
+137,010
|
+3%
|
|
|
31
|
HighTower Advisors
Chicago,
Illinois
|
$247M
|
-$2.7M
|
-51,774
|
-1%
|
|
|
32
|
Mariner
Overland Park,
Kansas
|
$246M
|
+$10.9M
|
+209,478
|
+5%
|
|
|
33
|
Raymond James & Associates
St Petersburg,
Florida
|
$230M
|
+$1.68M
|
+32,238
|
+0.8%
|
|
|
34
|
Northeast Financial Consultants
Westport,
Connecticut
|
$227M
|
+$3.42M
|
+65,694
|
+2%
|
|
|
35
|
Mission Wealth Management
Santa Barbara,
California
|
$211M
|
+$5.69M
|
+109,320
|
+3%
|
|
|
36
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$209M
|
+$204M
|
+3,915,300
|
New
|
|
|
37
|
AssetMark Inc
Concord,
California
|
$209M
|
-$8.9M
|
-170,916
|
-4%
|
|
|
38
|
MML Investors Services
Springfield,
Massachusetts
|
$200M
|
+$9.19M
|
+176,472
|
+5%
|
|
|
39
|
Stifel Financial
St. Louis,
Missouri
|
$187M
|
+$6.72M
|
+129,024
|
+4%
|
|
|
40
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$174M
|
+$3.93M
|
+75,528
|
+2%
|
|
|
41
|
Mather Group
Chicago,
Illinois
|
$167M
|
+$14.9M
|
+285,300
|
+10%
|
|
|
42
|
Garde Capital
Seattle,
Washington
|
$163M
|
-$2.82M
|
-54,066
|
-2%
|
|
|
43
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$155M
|
+$1.87M
|
+35,808
|
+1%
|
|
|
44
|
|
$153M
|
+$2.63M
|
+50,532
|
+2%
|
|
|
45
|
Truepoint Inc
Cincinnati,
Ohio
|
$137M
|
-$372K
|
-7,146
|
-0.3%
|
|
|
46
|
Coldstream Capital Management
Bellevue,
Washington
|
$134M
|
-$3.52M
|
-67,644
|
-3%
|
|
|
47
|
AllianceBernstein
Nashville,
Tennessee
|
$134M
|
+$7.28M
|
+139,830
|
+6%
|
|
|
48
|
BOK Financial Private Wealth
Denver,
Colorado
|
$127M
|
+$2.25M
|
+43,098
|
+2%
|
|
|
49
|
Waverly Advisors
Birmingham,
Alabama
|
$126M
|
+$6.73M
|
+129,180
|
+5%
|
|
|
50
|
Modera Wealth Management
Westwood,
New Jersey
|
$121M
|
+$21.7M
|
+416,634
|
+22%
|
|
