|
26
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$111M
|
–
|
–
|
–
|
|
|
27
|
Efficient Advisors
Mason,
Ohio
|
$107M
|
+$6.77M
|
+87,451
|
+7%
|
|
|
28
|
Comerica Bank
Dallas,
Texas
|
$104M
|
+$754K
|
+9,736
|
+0.7%
|
|
|
29
|
BCM Advisors
Lafayette,
Louisiana
|
$104M
|
+$34.1M
|
+439,920
|
+50%
|
|
|
30
|
Bank of New York Mellon
New York
|
$104M
|
+$260K
|
+3,362
|
+0.3%
|
|
|
31
|
American Trust
Lexington,
Kentucky
|
$89.7M
|
+$6.79M
|
+87,687
|
+8%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$89M
|
+$3.49M
|
+45,040
|
+4%
|
|
|
33
|
Zhang Financial
Portage,
Michigan
|
$88.7M
|
+$25.7M
|
+331,964
|
+41%
|
|
|
34
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$87.1M
|
+$4.9M
|
+63,342
|
+6%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$80.3M
|
+$4.31M
|
+55,703
|
+6%
|
|
|
36
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$79.2M
|
-$25.6M
|
-331,130
|
-25%
|
|
|
37
|
|
$71.1M
|
+$5.77M
|
+74,500
|
+9%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$68.7M
|
+$487K
|
+6,295
|
+0.7%
|
|
|
39
|
Family Investment Center
Saint Joseph,
Missouri
|
$68.6M
|
+$13.8M
|
+177,979
|
+25%
|
|
|
40
|
US Bancorp
Minneapolis,
Minnesota
|
$68.5M
|
-$3.6M
|
-46,511
|
-5%
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$68.4M
|
+$4.87M
|
+62,899
|
+8%
|
|
|
42
|
Vanguard Group
Malvern,
Pennsylvania
|
$62.3M
|
+$1.95M
|
+25,237
|
+3%
|
|
|
43
|
WIT LLC
District Of Columbia,
District of Columbia
|
$61.2M
|
–
|
–
|
–
|
|
|
44
|
|
$56.2M
|
+$21M
|
+270,685
|
+60%
|
|
|
45
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$54.8M
|
+$3.64M
|
+47,012
|
+7%
|
|
|
46
|
Sage Financial Management Group
Mclean,
Virginia
|
$48.4M
|
+$1.49M
|
+19,244
|
+3%
|
|
|
47
|
|
$47.5M
|
+$1.94M
|
+25,070
|
+4%
|
|
|
48
|
Stifel Financial
St. Louis,
Missouri
|
$46.8M
|
+$11.7M
|
+151,279
|
+34%
|
|
|
49
|
Creative Planning
Overland Park,
Kansas
|
$46.4M
|
-$944K
|
-12,196
|
-2%
|
|
|
50
|
Reliant Wealth Planning
Louisville,
Kentucky
|
$45.9M
|
-$7.1M
|
-91,719
|
-13%
|
|
