|
26
|
Fidelity Investments
Boston,
Massachusetts
|
$116M
|
+$6.22M
|
+81,048
|
+6%
|
|
|
27
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$113M
|
-$1.93M
|
-25,093
|
-2%
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$105M
|
+$18.6M
|
+242,860
|
+22%
|
|
|
29
|
AssetMark Inc
Concord,
California
|
$103M
|
+$102M
|
+1,330,670
|
+8,390%
|
|
|
30
|
|
$97.9M
|
+$5.2M
|
+67,676
|
+6%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$96.9M
|
+$4.25M
|
+55,413
|
+5%
|
|
|
32
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$96.8M
|
+$637K
|
+8,298
|
+0.7%
|
|
|
33
|
BCM Advisors
Lafayette,
Louisiana
|
$95.7M
|
+$209K
|
+2,723
|
+0.2%
|
|
|
34
|
American Trust
Lexington,
Kentucky
|
$93.1M
|
-$2.02M
|
-26,327
|
-2%
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$92.6M
|
-$1.92M
|
-25,003
|
-2%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$88.1M
|
+$4.65M
|
+60,596
|
+6%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$84.8M
|
+$4.2M
|
+54,757
|
+5%
|
|
|
38
|
Citizens Financial Group
Providence,
Rhode Island
|
$80.6M
|
+$43.7M
|
+569,321
|
+118%
|
|
|
39
|
Family Investment Center
Saint Joseph,
Missouri
|
$79.7M
|
+$5.51M
|
+71,756
|
+7%
|
|
|
40
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$77.1M
|
+$5.75M
|
+74,860
|
+8%
|
|
|
41
|
Vanguard Advisers Inc
Malvern,
Pennsylvania
|
$74.7M
|
+$7.18M
|
+93,493
|
+11%
|
|
|
42
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$70.5M
|
+$2.74M
|
+35,728
|
+4%
|
|
|
43
|
WIT LLC
District Of Columbia,
District of Columbia
|
$66.1M
|
–
|
–
|
–
|
|
|
44
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$62.8M
|
+$6.87M
|
+89,546
|
+12%
|
|
|
45
|
World Investment Advisors
Santa Barbara,
California
|
$61.2M
|
+$318K
|
+4,139
|
+0.5%
|
|
|
46
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$56M
|
+$947K
|
+12,334
|
+2%
|
|
|
47
|
US Bancorp
Minneapolis,
Minnesota
|
$55.9M
|
+$1.92M
|
+24,991
|
+4%
|
|
|
48
|
MML Investors Services
Springfield,
Massachusetts
|
$54.8M
|
+$11.1M
|
+144,717
|
+25%
|
|
|
49
|
Sage Financial Management Group
Mclean,
Virginia
|
$54.6M
|
+$3.16M
|
+41,167
|
+6%
|
|
|
50
|
Verus Financial Partners
Richmond,
Virginia
|
$54.2M
|
+$2.69M
|
+34,984
|
+5%
|
|
