|
26
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$260M
|
+$31.4M
|
+438,587
|
+14%
|
|
|
27
|
Global Endowment Management
Charlotte,
North Carolina
|
$231M
|
+$6.92M
|
+96,600
|
+3%
|
|
|
28
|
Facet Wealth Inc
Baltimore,
Maryland
|
$225M
|
+$24.6M
|
+343,399
|
+12%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$185M
|
-$41.4M
|
-577,911
|
-18%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$185M
|
+$43.6M
|
+608,615
|
+31%
|
|
|
31
|
AssetMark Inc
Concord,
California
|
$175M
|
-$48.2M
|
-672,835
|
-22%
|
|
|
32
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$163M
|
+$127M
|
+1,778,888
|
+362%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$163M
|
+$1.3M
|
+18,198
|
+0.8%
|
|
|
34
|
|
$155M
|
+$3.94M
|
+54,977
|
+3%
|
|
|
35
|
Prudential Financial
Newark,
New Jersey
|
$153M
|
+$35.9M
|
+501,395
|
+31%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$151M
|
-$10.2M
|
-141,831
|
-6%
|
|
|
37
|
Pure Financial Advisors
San Diego,
California
|
$147M
|
+$24.9M
|
+347,449
|
+20%
|
|
|
38
|
M&T Bank
Buffalo,
New York
|
$134M
|
+$22.6M
|
+314,978
|
+20%
|
|
|
39
|
Raymond James & Associates
St Petersburg,
Florida
|
$126M
|
-$10.7M
|
-148,920
|
-8%
|
|
|
40
|
Rational Advisors
Huntington,
New York
|
$120M
|
-$9.03M
|
-126,003
|
-7%
|
|
|
41
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$119M
|
+$1.11M
|
+15,505
|
+0.9%
|
|
|
42
|
Acropolis Investment Management
St. Louis,
Missouri
|
$118M
|
+$11.2M
|
+155,937
|
+10%
|
|
|
43
|
HighTower Advisors
Chicago,
Illinois
|
$117M
|
+$6.76M
|
+94,364
|
+6%
|
|
|
44
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$116M
|
–
|
–
|
–
|
|
|
45
|
Foster Group
West Des Moines,
Iowa
|
$113M
|
+$2.15M
|
+29,988
|
+2%
|
|
|
46
|
McMorgan & Co
San Francisco,
California
|
$112M
|
+$3.62M
|
+50,598
|
+3%
|
|
|
47
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$112M
|
+$514K
|
+7,178
|
+0.5%
|
|
|
48
|
Cetera Advisor Networks
El Segundo,
California
|
$110M
|
+$97.1M
|
+1,355,523
|
+750%
|
|
|
49
|
RFG Advisory
Birmingham,
Alabama
|
$107M
|
+$33.6M
|
+469,599
|
+48%
|
|
|
50
|
|
$105M
|
-$4.23M
|
-59,122
|
-4%
|
|
