|
51
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$49.3M
|
-$390K
|
-10,953
|
-0.8%
|
|
|
52
|
Chevy Chase Trust
Bethesda,
Maryland
|
$49M
|
+$2.37M
|
+66,703
|
+5%
|
|
|
53
|
Creative Planning
Overland Park,
Kansas
|
$48.9M
|
+$1.54M
|
+43,286
|
+3%
|
|
|
54
|
Equitable Trust
Nashville,
Tennessee
|
$45.8M
|
-$1.96M
|
-55,008
|
-4%
|
|
|
55
|
Osaic Holdings
Scottsdale,
Arizona
|
$45.8M
|
+$30.2M
|
+848,987
|
+175%
|
|
|
56
|
BOK Financial Private Wealth
Denver,
Colorado
|
$45.6M
|
+$6.71M
|
+188,746
|
+17%
|
|
|
57
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$43.1M
|
-$181K
|
-5,080
|
-0.4%
|
|
|
58
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$42.8M
|
-$4.66M
|
-131,062
|
-10%
|
|
|
59
|
Mariner
Overland Park,
Kansas
|
$40.9M
|
+$3.6M
|
+101,152
|
+9%
|
|
|
60
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$40.1M
|
+$1.36M
|
+38,323
|
+3%
|
|
|
61
|
Neuberger Berman Group
New York
|
$38.6M
|
+$2.02M
|
+56,773
|
+5%
|
|
|
62
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$38.2M
|
+$1.02M
|
+28,583
|
+3%
|
|
|
63
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$37.7M
|
-$566K
|
-15,910
|
-1%
|
|
|
64
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$37M
|
-$409K
|
-11,500
|
-1%
|
|
|
65
|
Parcion Private Wealth
Bellevue,
Washington
|
$36.7M
|
-$5.45M
|
-153,299
|
-12%
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$36.5M
|
+$4.76M
|
+133,871
|
+14%
|
|
|
67
|
Greenline Partners
New York
|
$36M
|
-$826K
|
-23,210
|
-2%
|
|
|
68
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$34.8M
|
+$1.5M
|
+42,088
|
+4%
|
|
|
69
|
Tanglewood Wealth Management
Houston,
Texas
|
$34.7M
|
-$1.08M
|
-30,348
|
-3%
|
|
|
70
|
Rockefeller Capital Management
New York
|
$34.6M
|
+$913K
|
+25,665
|
+3%
|
|
|
71
|
Mercer Global Advisors
Denver,
Colorado
|
$34.1M
|
+$20.5M
|
+575,904
|
+138%
|
|
|
72
|
Oxbow Advisors
Austin,
Texas
|
$32.6M
|
+$20.6K
|
+579
|
+0.1%
|
|
|
73
|
VPR Management
Houston,
Texas
|
$32.6M
|
–
|
–
|
–
|
|
|
74
|
Mackay Shields LLC
New York
|
$31.9M
|
–
|
–
|
–
|
|
|
75
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$31.1M
|
+$32.3M
|
+907,029
|
New
|
|
