|
26
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$618M
|
+$3.32B
|
+42,684,774
|
+519%
|
|
|
27
|
Corient Private Wealth
Miami,
Florida
|
$618M
|
-$738M
|
-9,492,246
|
-53%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$578M
|
+$5.92M
|
+76,104
|
+1%
|
|
|
29
|
Perfromance Wealth Partners
Hinsdale,
Illinois
|
$557M
|
-$2.4M
|
-30,798
|
-0.4%
|
|
|
30
|
Modera Wealth Management
Westwood,
New Jersey
|
$542M
|
+$20.8M
|
+268,014
|
+4%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$536M
|
+$92.2M
|
+1,184,616
|
+19%
|
|
|
32
|
|
$526M
|
+$11.3M
|
+145,440
|
+2%
|
|
|
33
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$504M
|
+$30.8M
|
+395,802
|
+6%
|
|
|
34
|
Financial Engines Advisors
Santa Clara,
California
|
$473M
|
+$3.96M
|
+50,886
|
+0.1%
|
|
|
35
|
Choreo LLC
Rockford,
Illinois
|
$454M
|
+$11.2M
|
+143,598
|
+2%
|
|
|
36
|
Truist Financial
Charlotte,
North Carolina
|
$453M
|
-$19M
|
-244,704
|
-4%
|
|
|
37
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$432M
|
-$17M
|
-218,700
|
-4%
|
|
|
38
|
Mission Wealth Management
Santa Barbara,
California
|
$431M
|
+$2.58M
|
+33,186
|
+0.6%
|
|
|
39
|
|
$421M
|
+$13.5M
|
+173,892
|
+3%
|
|
|
40
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$395M
|
+$35.7M
|
+458,406
|
+9%
|
|
|
41
|
Two Sigma Investments
New York
|
$383M
|
+$27.6M
|
+354,240
|
+7%
|
|
|
42
|
Merit Financial Group
Alpharetta,
Georgia
|
$360M
|
+$2.95M
|
+37,968
|
+0.8%
|
|
|
43
|
Waverly Advisors
Birmingham,
Alabama
|
$338M
|
+$17M
|
+218,568
|
+5%
|
|
|
44
|
Stifel Financial
St. Louis,
Missouri
|
$323M
|
-$1.28M
|
-16,446
|
-0.4%
|
|
|
45
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$314M
|
+$24.7M
|
+317,232
|
+8%
|
|
|
46
|
Focus Partners Wealth
Boston,
Massachusetts
|
$309M
|
+$8.6M
|
+110,514
|
+3%
|
|
|
47
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$309M
|
+$53.8M
|
+691,128
|
+19%
|
|
|
48
|
|
$305M
|
+$65.5M
|
+841,434
|
+25%
|
|
|
49
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$305M
|
+$2.97M
|
+38,190
|
+0.9%
|
|
|
50
|
Wealthspire Advisors (New York)
New York
|
$296M
|
+$36.1M
|
+464,532
|
+13%
|
|
