|
51
|
Creative Planning
Overland Park,
Kansas
|
$50.9M
|
+$2.94M
|
+82,173
|
+6%
|
|
|
52
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$50.7M
|
+$1.68M
|
+47,029
|
+4%
|
|
|
53
|
Chevy Chase Trust
Bethesda,
Maryland
|
$50.2M
|
+$4.27M
|
+119,528
|
+10%
|
|
|
54
|
Parcion Private Wealth
Bellevue,
Washington
|
$46.9M
|
-$998K
|
-27,946
|
-2%
|
|
|
55
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$46.5M
|
+$1.17M
|
+32,643
|
+3%
|
|
|
56
|
Banco Bilbao Vizcaya Argentaria
Madrid,
Spain
|
$44.7M
|
+$29.7M
|
+830,568
|
+219%
|
|
|
57
|
BOK Financial Private Wealth
Denver,
Colorado
|
$42M
|
+$40.7M
|
+1,139,293
|
New
|
|
|
58
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$41.1M
|
-$147K
|
-4,119
|
-0.4%
|
|
|
59
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$40.4M
|
+$23.9M
|
+668,470
|
+145%
|
|
|
60
|
Mariner
Overland Park,
Kansas
|
$40.2M
|
-$172K
|
-4,810
|
-0.4%
|
|
|
61
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$40.2M
|
+$5.89M
|
+164,771
|
+18%
|
|
|
62
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$39.9M
|
+$27.5M
|
+768,433
|
+243%
|
|
|
63
|
Greenline Partners
New York
|
$39.5M
|
-$7.97M
|
-223,051
|
-17%
|
|
|
64
|
Neuberger Berman Group
New York
|
$39.4M
|
+$1.49M
|
+41,779
|
+4%
|
|
|
65
|
Tanglewood Wealth Management
Houston,
Texas
|
$38.4M
|
-$376K
|
-10,535
|
-1%
|
|
|
66
|
Rockefeller Capital Management
New York
|
$36.2M
|
+$4.98M
|
+139,315
|
+17%
|
|
|
67
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$35.8M
|
-$10.2M
|
-284,884
|
-23%
|
|
|
68
|
Oxbow Advisors
Austin,
Texas
|
$35M
|
+$422K
|
+11,816
|
+1%
|
|
|
69
|
Mackay Shields LLC
New York
|
$34.2M
|
–
|
–
|
–
|
|
|
70
|
Truist Financial
Charlotte,
North Carolina
|
$34.2M
|
+$866K
|
+24,230
|
+3%
|
|
|
71
|
VPR Management
Houston,
Texas
|
$34M
|
-$182K
|
-5,100
|
-0.5%
|
|
|
72
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$33.5M
|
-$2.17M
|
-60,649
|
-6%
|
|
|
73
|
People's United Financial
Bridgeport,
Connecticut
|
$33.2M
|
-$6.17M
|
-172,763
|
-16%
|
|
|
74
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$32.8M
|
-$10.6M
|
-295,481
|
-25%
|
|
|
75
|
|
$31.5M
|
-$9.23M
|
-258,228
|
-23%
|
|
