|
26
|
Mariner
Overland Park,
Kansas
|
$231M
|
+$11M
|
+300,300
|
+5%
|
|
|
27
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$225M
|
-$3.17M
|
-86,304
|
-1%
|
|
|
28
|
HighTower Advisors
Chicago,
Illinois
|
$215M
|
+$19.3M
|
+523,518
|
+9%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$211M
|
+$17.6M
|
+477,576
|
+9%
|
|
|
30
|
Choreo LLC
Rockford,
Illinois
|
$209M
|
+$7.15M
|
+194,292
|
+3%
|
|
|
31
|
Natixis Advisors
Boston,
Massachusetts
|
$196M
|
-$24M
|
-652,956
|
-11%
|
|
|
32
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$195M
|
-$6.68M
|
-181,464
|
-3%
|
|
|
33
|
Merit Financial Group
Alpharetta,
Georgia
|
$191M
|
+$5.03M
|
+136,848
|
+3%
|
|
|
34
|
Equitable Holdings
New York
|
$190M
|
+$975K
|
+26,508
|
+0.5%
|
|
|
35
|
Raymond James & Associates
St Petersburg,
Florida
|
$190M
|
+$25.8M
|
+700,842
|
+15%
|
|
|
36
|
Mission Wealth Management
Santa Barbara,
California
|
$178M
|
+$5.8M
|
+157,716
|
+3%
|
|
|
37
|
Modera Wealth Management
Westwood,
New Jersey
|
$154M
|
+$13.8M
|
+375,078
|
+10%
|
|
|
38
|
Northeast Financial Consultants
Westport,
Connecticut
|
$149M
|
-$6.02M
|
-163,692
|
-4%
|
|
|
39
|
MML Investors Services
Springfield,
Massachusetts
|
$146M
|
+$11M
|
+299,172
|
+8%
|
|
|
40
|
Corient Private Wealth
Miami,
Florida
|
$131M
|
+$136M
|
+3,709,596
|
New
|
|
|
41
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$130M
|
+$9.95M
|
+270,510
|
+8%
|
|
|
42
|
Westwood Holdings Group
Dallas,
Texas
|
$128M
|
+$13.7M
|
+372,276
|
+12%
|
|
|
43
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$127M
|
+$4.19M
|
+113,814
|
+3%
|
|
|
44
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$124M
|
+$7.93M
|
+215,466
|
+7%
|
|
|
45
|
Mather Group
Chicago,
Illinois
|
$122M
|
-$5.15M
|
-140,118
|
-4%
|
|
|
46
|
Stifel Financial
St. Louis,
Missouri
|
$116M
|
-$3.18M
|
-86,538
|
-3%
|
|
|
47
|
Truepoint Inc
Cincinnati,
Ohio
|
$116M
|
+$10.2M
|
+277,884
|
+9%
|
|
|
48
|
AssetMark Inc
Concord,
California
|
$114M
|
-$9.49M
|
-258,108
|
-7%
|
|
|
49
|
Kestra Advisory Services
Austin,
Texas
|
$110M
|
+$24.8M
|
+673,488
|
+28%
|
|
|
50
|
Garde Capital
Seattle,
Washington
|
$103M
|
-$1.14M
|
-31,044
|
-1%
|
|
