|
26
|
Mariner
Overland Park,
Kansas
|
$289M
|
+$18M
|
+461,580
|
+7%
|
|
|
27
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$269M
|
+$5.79M
|
+148,818
|
+2%
|
|
|
28
|
HighTower Advisors
Chicago,
Illinois
|
$250M
|
-$1.53M
|
-39,462
|
-0.7%
|
|
|
29
|
Choreo LLC
Rockford,
Illinois
|
$245M
|
+$515K
|
+13,248
|
+0.2%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$244M
|
-$2.87M
|
-73,812
|
-1%
|
|
|
31
|
Mission Wealth Management
Santa Barbara,
California
|
$227M
|
+$17.7M
|
+456,306
|
+9%
|
|
|
32
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$217M
|
-$11.2M
|
-288,606
|
-5%
|
|
|
33
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$214M
|
+$193M
|
+4,954,896
|
+2,476%
|
|
|
34
|
Equitable Holdings
New York
|
$210M
|
-$12.1M
|
-311,070
|
-6%
|
|
|
35
|
Raymond James & Associates
St Petersburg,
Florida
|
$206M
|
-$14.6M
|
-374,772
|
-7%
|
|
|
36
|
Natixis Advisors
Boston,
Massachusetts
|
$203M
|
-$24.6M
|
-632,262
|
-11%
|
|
|
37
|
Merit Financial Group
Alpharetta,
Georgia
|
$199M
|
-$22.3M
|
-573,492
|
-11%
|
|
|
38
|
Modera Wealth Management
Westwood,
New Jersey
|
$195M
|
+$14.3M
|
+367,092
|
+8%
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$178M
|
+$28.1M
|
+722,760
|
+20%
|
|
|
40
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$171M
|
+$16.7M
|
+430,200
|
+12%
|
|
|
41
|
Northeast Financial Consultants
Westport,
Connecticut
|
$170M
|
-$4.06M
|
-104,460
|
-2%
|
|
|
42
|
Corient Private Wealth
Miami,
Florida
|
$161M
|
+$7.91M
|
+203,340
|
+5%
|
|
|
43
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$158M
|
+$12.4M
|
+318,948
|
+9%
|
|
|
44
|
Stifel Financial
St. Louis,
Missouri
|
$158M
|
+$20.4M
|
+525,462
|
+16%
|
|
|
45
|
MML Investors Services
Springfield,
Massachusetts
|
$158M
|
-$12M
|
-307,494
|
-7%
|
|
|
46
|
Mather Group
Chicago,
Illinois
|
$142M
|
-$397K
|
-10,200
|
-0.3%
|
|
|
47
|
Truepoint Inc
Cincinnati,
Ohio
|
$134M
|
-$1.12M
|
-28,746
|
-0.9%
|
|
|
48
|
Waverly Advisors
Birmingham,
Alabama
|
$131M
|
+$12.8M
|
+328,074
|
+12%
|
|
|
49
|
AE Wealth Management
Topeka,
Kansas
|
$125M
|
+$22.4M
|
+575,292
|
+24%
|
|
|
50
|
AssetMark Inc
Concord,
California
|
$124M
|
-$8.81M
|
-226,626
|
-7%
|
|
