|
51
|
Creative Planning
Overland Park,
Kansas
|
$41.7M
|
-$3.36M
|
-102,579
|
-7%
|
|
|
52
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$41.7M
|
+$2.15M
|
+65,625
|
+5%
|
|
|
53
|
Osaic Holdings
Scottsdale,
Arizona
|
$39.4M
|
-$2.74M
|
-83,512
|
-6%
|
|
|
54
|
Mariner
Overland Park,
Kansas
|
$38.6M
|
+$1.03M
|
+31,582
|
+3%
|
|
|
55
|
Equitable Trust
Nashville,
Tennessee
|
$37.9M
|
-$4.33M
|
-132,217
|
-10%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$36.3M
|
+$2.95M
|
+89,928
|
+8%
|
|
|
57
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$34.3M
|
-$366K
|
-11,171
|
-1%
|
|
|
58
|
Neuberger Berman Group
New York
|
$34.3M
|
-$1.23M
|
-37,592
|
-3%
|
|
|
59
|
Mercer Global Advisors
Denver,
Colorado
|
$33.2M
|
+$1.93M
|
+58,821
|
+6%
|
|
|
60
|
Parcion Private Wealth
Bellevue,
Washington
|
$31.5M
|
-$3.99M
|
-121,622
|
-11%
|
|
|
61
|
Tanglewood Wealth Management
Houston,
Texas
|
$31.3M
|
-$608K
|
-18,556
|
-2%
|
|
|
62
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.3M
|
-$9.39M
|
-286,533
|
-23%
|
|
|
63
|
Chevy Chase Trust
Bethesda,
Maryland
|
$30.2M
|
-$15.5M
|
-471,501
|
-33%
|
|
|
64
|
M&T Bank
Buffalo,
New York
|
$29.9M
|
-$740K
|
-22,592
|
-2%
|
|
|
65
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$29.5M
|
-$4.7M
|
-143,464
|
-13%
|
|
|
66
|
Mackay Shields LLC
New York
|
$29.3M
|
–
|
–
|
–
|
|
|
67
|
Rockefeller Capital Management
New York
|
$27.8M
|
-$4.16M
|
-126,835
|
-13%
|
|
|
68
|
First Command Bank
Fort Worth,
Texas
|
$27.6M
|
+$1.12M
|
+34,327
|
+4%
|
|
|
69
|
First Command Financial Services
Fort Worth,
Texas
|
$27.6M
|
+$1.12M
|
+34,327
|
+4%
|
|
|
70
|
Brookstone Capital Management
Wheaton,
Illinois
|
$27.3M
|
-$1.02M
|
-31,106
|
-3%
|
|
|
71
|
Zhang Financial
Portage,
Michigan
|
$27.1M
|
-$185K
|
-5,632
|
-0.7%
|
|
|
72
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$27.1M
|
-$441K
|
-13,459
|
-2%
|
|
|
73
|
VPR Management
Houston,
Texas
|
$27M
|
-$3.06M
|
-93,500
|
-10%
|
|
|
74
|
GenWealth Group
Maplewood,
New Jersey
|
$26.7M
|
+$941K
|
+28,705
|
+4%
|
|
|
75
|
VCU Investment Management
Richmond,
Virginia
|
$25M
|
–
|
–
|
–
|
|
