|
51
|
Creative Planning
Overland Park,
Kansas
|
$40.8M
|
-$4.71M
|
-143,417
|
-11%
|
|
|
52
|
Neuberger Berman Group
New York
|
$38.6M
|
+$947K
|
+28,833
|
+3%
|
|
|
53
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$37.4M
|
-$241K
|
-7,334
|
-0.7%
|
|
|
54
|
Rockefeller Capital Management
New York
|
$36.9M
|
+$6.1M
|
+185,673
|
+21%
|
|
|
55
|
Mercer Global Advisors
Denver,
Colorado
|
$34.7M
|
-$1.44M
|
-43,725
|
-4%
|
|
|
56
|
Tanglewood Wealth Management
Houston,
Texas
|
$34.4M
|
+$30.4K
|
+926
|
+0.1%
|
|
|
57
|
Mariner
Overland Park,
Kansas
|
$33.8M
|
-$8.13M
|
-247,584
|
-20%
|
|
|
58
|
Chevy Chase Trust
Bethesda,
Maryland
|
$33.7M
|
+$508K
|
+15,483
|
+2%
|
|
|
59
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$33M
|
-$17.8M
|
-541,341
|
-36%
|
|
|
60
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.8M
|
-$349K
|
-10,618
|
-1%
|
|
|
61
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$32.8M
|
+$12.7M
|
+386,161
|
+62%
|
|
|
62
|
Truist Financial
Charlotte,
North Carolina
|
$32.6M
|
-$6.86M
|
-208,840
|
-18%
|
|
|
63
|
Mackay Shields LLC
New York
|
$32.2M
|
–
|
–
|
–
|
|
|
64
|
|
$32.1M
|
+$18.7M
|
+570,468
|
+160%
|
|
|
65
|
First Command Bank
Fort Worth,
Texas
|
$31.4M
|
+$997K
|
+30,364
|
+3%
|
|
|
66
|
First Command Financial Services
Fort Worth,
Texas
|
$31.4M
|
+$997K
|
+30,364
|
+3%
|
|
|
67
|
Parcion Private Wealth
Bellevue,
Washington
|
$31.3M
|
-$3.15M
|
-95,891
|
-10%
|
|
|
68
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$30.8M
|
-$1.55M
|
-47,266
|
-5%
|
|
|
69
|
TIAA FSB
Jacksonville,
Florida
|
$30M
|
+$14.3M
|
+436,339
|
+101%
|
|
|
70
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$29.7M
|
–
|
–
|
–
|
|
|
71
|
Zhang Financial
Portage,
Michigan
|
$29.1M
|
-$556K
|
-16,920
|
-2%
|
|
|
72
|
GenWealth Group
Maplewood,
New Jersey
|
$28.8M
|
-$449K
|
-13,661
|
-2%
|
|
|
73
|
US Bancorp
Minneapolis,
Minnesota
|
$28.6M
|
+$22.6M
|
+688,670
|
+494%
|
|
|
74
|
Vigilant Capital Management
Portland,
Maine
|
$28.2M
|
+$1.1M
|
+33,530
|
+4%
|
|
|
75
|
Corient Private Wealth
Miami,
Florida
|
$27.4M
|
+$26.1M
|
+793,564
|
New
|
|
