|
26
|
AssetMark Inc
Concord,
California
|
$253M
|
+$25.1M
|
+330,093
|
+11%
|
|
|
27
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$213M
|
+$44.5M
|
+584,421
|
+26%
|
|
|
28
|
Global Endowment Management
Charlotte,
North Carolina
|
$210M
|
+$2.76M
|
+36,300
|
+1%
|
|
|
29
|
Facet Wealth Inc
Baltimore,
Maryland
|
$176M
|
+$77.9M
|
+1,023,583
|
+78%
|
|
|
30
|
RiverFront Investment Group
Richmond,
Virginia
|
$174M
|
-$19M
|
-249,944
|
-10%
|
|
|
31
|
RWA Wealth Partners
Newton,
Massachusetts
|
$168M
|
+$18.2M
|
+239,069
|
+12%
|
|
|
32
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$164M
|
-$4.89M
|
-64,214
|
-3%
|
|
|
33
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$164M
|
+$101M
|
+1,330,484
|
+157%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$164M
|
-$58M
|
-762,484
|
-26%
|
|
|
35
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$159M
|
-$53.6M
|
-704,908
|
-25%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$157M
|
-$3.35M
|
-43,976
|
-2%
|
|
|
37
|
Prudential Financial
Newark,
New Jersey
|
$143M
|
-$44M
|
-577,773
|
-23%
|
|
|
38
|
Rational Advisors
Huntington,
New York
|
$143M
|
-$10.8M
|
-142,295
|
-7%
|
|
|
39
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$141M
|
–
|
–
|
–
|
|
|
40
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$129M
|
+$18.6M
|
+244,236
|
+17%
|
|
|
41
|
Raymond James & Associates
St Petersburg,
Florida
|
$129M
|
+$2.64M
|
+34,653
|
+2%
|
|
|
42
|
HighTower Advisors
Chicago,
Illinois
|
$123M
|
-$7.8M
|
-102,451
|
-6%
|
|
|
43
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$121M
|
–
|
–
|
–
|
|
|
44
|
Charles Schwab
San Francisco,
California
|
$120M
|
-$418K
|
-5,493
|
-0.3%
|
|
|
45
|
|
$114M
|
-$1.55M
|
-20,420
|
-1%
|
|
|
46
|
Foster Group
West Des Moines,
Iowa
|
$114M
|
-$1.43M
|
-18,844
|
-1%
|
|
|
47
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$113M
|
+$2.84M
|
+37,293
|
+3%
|
|
|
48
|
McMorgan & Co
San Francisco,
California
|
$112M
|
+$920K
|
+12,087
|
+0.8%
|
|
|
49
|
Acropolis Investment Management
St. Louis,
Missouri
|
$109M
|
+$5.35M
|
+70,270
|
+5%
|
|
|
50
|
Pure Financial Advisors
San Diego,
California
|
$108M
|
+$14.7M
|
+193,127
|
+15%
|
|
