|
26
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$117M
|
-$39.5M
|
-505,565
|
-25%
|
|
|
27
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$111M
|
–
|
–
|
–
|
|
|
28
|
Bank of New York Mellon
New York
|
$109M
|
+$5.64M
|
+72,156
|
+5%
|
|
|
29
|
Fidelity Investments
Boston,
Massachusetts
|
$109M
|
-$4.26M
|
-54,526
|
-4%
|
|
|
30
|
Efficient Advisors
Mason,
Ohio
|
$107M
|
+$552K
|
+7,060
|
+0.5%
|
|
|
31
|
Comerica Bank
Dallas,
Texas
|
$106M
|
+$2.66M
|
+33,975
|
+3%
|
|
|
32
|
BCM Advisors
Lafayette,
Louisiana
|
$103M
|
+$100K
|
+1,283
|
+0.1%
|
|
|
33
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$95.4M
|
+$8.55M
|
+109,287
|
+10%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$95.3M
|
+$15.3M
|
+195,675
|
+19%
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$92.4M
|
+$3.74M
|
+47,880
|
+4%
|
|
|
36
|
American Trust
Lexington,
Kentucky
|
$89.6M
|
-$78.5K
|
-1,004
|
-0.1%
|
|
|
37
|
|
$86.7M
|
+$15.8M
|
+202,499
|
+22%
|
|
|
38
|
Creative Planning
Overland Park,
Kansas
|
$81.9M
|
+$35.7M
|
+456,740
|
+77%
|
|
|
39
|
Family Investment Center
Saint Joseph,
Missouri
|
$73.7M
|
+$5.31M
|
+67,870
|
+8%
|
|
|
40
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$72.8M
|
+$4.26M
|
+54,474
|
+6%
|
|
|
41
|
US Bancorp
Minneapolis,
Minnesota
|
$71.1M
|
+$2.82M
|
+36,120
|
+4%
|
|
|
42
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$70.2M
|
+$1.98M
|
+25,312
|
+3%
|
|
|
43
|
Vanguard Group
Malvern,
Pennsylvania
|
$68.7M
|
+$6.66M
|
+85,197
|
+11%
|
|
|
44
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$68M
|
+$68.3M
|
+872,963
|
New
|
|
|
45
|
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
|
$63.2M
|
-$15.9M
|
-203,104
|
-20%
|
|
|
46
|
WIT LLC
District Of Columbia,
District of Columbia
|
$61M
|
–
|
–
|
–
|
|
|
47
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$55.8M
|
+$1.12M
|
+14,290
|
+2%
|
|
|
48
|
Sage Financial Management Group
Mclean,
Virginia
|
$50M
|
+$1.8M
|
+22,971
|
+4%
|
|
|
49
|
World Investment Advisors
Santa Barbara,
California
|
$50M
|
+$5.14M
|
+65,703
|
+11%
|
|
|
50
|
Private Advisor Group
Morristown,
New Jersey
|
$50M
|
+$16.7M
|
+214,158
|
+50%
|
|
