|
26
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$110M
|
–
|
–
|
–
|
|
|
27
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$104M
|
-$356M
|
-4,677,402
|
-78%
|
|
|
28
|
Bank of New York Mellon
New York
|
$102M
|
-$444K
|
-5,830
|
-0.4%
|
|
|
29
|
Comerica Bank
Dallas,
Texas
|
$102M
|
+$4.86M
|
+63,838
|
+5%
|
|
|
30
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$99.9M
|
+$8.12M
|
+106,607
|
+9%
|
|
|
31
|
Efficient Advisors
Mason,
Ohio
|
$98.8M
|
-$443K
|
-5,822
|
-0.5%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$84.6M
|
+$10.7M
|
+140,116
|
+15%
|
|
|
33
|
American Trust
Lexington,
Kentucky
|
$82.1M
|
+$80.8M
|
+1,061,008
|
New
|
|
|
34
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$81.4M
|
-$282K
|
-3,702
|
-0.4%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$75.2M
|
+$1.32M
|
+17,307
|
+2%
|
|
|
36
|
US Bancorp
Minneapolis,
Minnesota
|
$71.4M
|
+$1.45M
|
+18,985
|
+2%
|
|
|
37
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$67.6M
|
-$763K
|
-10,016
|
-1%
|
|
|
38
|
BCM Advisors
Lafayette,
Louisiana
|
$67.6M
|
+$1.14M
|
+15,002
|
+2%
|
|
|
39
|
|
$64.6M
|
+$3.25M
|
+42,736
|
+5%
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$62.9M
|
+$232K
|
+3,046
|
+0.4%
|
|
|
41
|
Zhang Financial
Portage,
Michigan
|
$62.2M
|
+$11M
|
+143,861
|
+22%
|
|
|
42
|
WIT LLC
District Of Columbia,
District of Columbia
|
$60.6M
|
-$4.24M
|
-55,724
|
-7%
|
|
|
43
|
Vanguard Group
Malvern,
Pennsylvania
|
$59.7M
|
+$5.28M
|
+69,303
|
+10%
|
|
|
44
|
Family Investment Center
Saint Joseph,
Missouri
|
$54.1M
|
+$3.58M
|
+47,023
|
+7%
|
|
|
45
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$52.6M
|
+$398K
|
+5,223
|
+0.8%
|
|
|
46
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$50.6M
|
-$114K
|
-1,497
|
-0.2%
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$46.9M
|
+$7.96M
|
+104,469
|
+21%
|
|
|
48
|
Sage Financial Management Group
Mclean,
Virginia
|
$46.4M
|
-$5.62M
|
-73,741
|
-11%
|
|
|
49
|
|
$45.1M
|
+$647K
|
+8,500
|
+1%
|
|
|
50
|
World Investment Advisors
Santa Barbara,
California
|
$43.2M
|
+$1.74M
|
+22,856
|
+4%
|
|
