|
51
|
Truist Financial
Charlotte,
North Carolina
|
$46.5M
|
+$10.8M
|
+301,014
|
+32%
|
|
|
52
|
First Command Bank
Fort Worth,
Texas
|
$45.4M
|
+$11.1M
|
+309,121
|
+34%
|
|
|
53
|
First Command Financial Services
Fort Worth,
Texas
|
$45.4M
|
+$11.1M
|
+309,121
|
+34%
|
|
|
54
|
Neuberger Berman Group
New York
|
$40.8M
|
-$913K
|
-25,453
|
-2%
|
|
|
55
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$40.5M
|
+$4.85M
|
+135,258
|
+14%
|
|
|
56
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$40.3M
|
-$138K
|
-3,851
|
-0.4%
|
|
|
57
|
Rockefeller Capital Management
New York
|
$38.9M
|
-$931K
|
-25,954
|
-2%
|
|
|
58
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$38M
|
+$2.21M
|
+61,464
|
+6%
|
|
|
59
|
Mariner
Overland Park,
Kansas
|
$37.9M
|
+$1.31M
|
+36,369
|
+4%
|
|
|
60
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$35.8M
|
+$2.52M
|
+70,186
|
+8%
|
|
|
61
|
Bank Julius Baer & Co
Zurich,
Switzerland
|
$35.4M
|
+$33.6M
|
+935,109
|
+7,236%
|
|
|
62
|
Mercer Global Advisors
Denver,
Colorado
|
$35.2M
|
-$2.44M
|
-67,885
|
-7%
|
|
|
63
|
Creative Planning
Overland Park,
Kansas
|
$34.8M
|
-$8.92M
|
-248,616
|
-21%
|
|
|
64
|
Mackay Shields LLC
New York
|
$34.7M
|
–
|
–
|
–
|
|
|
65
|
Tanglewood Wealth Management
Houston,
Texas
|
$34.4M
|
-$2.64M
|
-73,548
|
-7%
|
|
|
66
|
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
$33.6M
|
+$24.4M
|
+680,000
|
+309%
|
|
|
67
|
Parcion Private Wealth
Bellevue,
Washington
|
$33.2M
|
-$538K
|
-14,995
|
-2%
|
|
|
68
|
WealthNavi Inc
Shinagawa-Ku, Tokyo,
Japan
|
$32.8M
|
+$19.3M
|
+539,046
|
+159%
|
|
|
69
|
TIAA FSB
Jacksonville,
Florida
|
$32M
|
-$412K
|
-11,479
|
-1%
|
|
|
70
|
US Bancorp
Minneapolis,
Minnesota
|
$31.5M
|
+$570K
|
+15,895
|
+2%
|
|
|
71
|
Vigilant Capital Management
Portland,
Maine
|
$31M
|
+$457K
|
+12,746
|
+2%
|
|
|
72
|
Oxbow Advisors
Austin,
Texas
|
$30.9M
|
+$3.21M
|
+89,376
|
+12%
|
|
|
73
|
Zhang Financial
Portage,
Michigan
|
$30.8M
|
-$690K
|
-19,231
|
-2%
|
|
|
74
|
GenWealth Group
Maplewood,
New Jersey
|
$30.5M
|
-$547K
|
-15,249
|
-2%
|
|
|
75
|
Corient Private Wealth
Miami,
Florida
|
$29.6M
|
-$28.1K
|
-782
|
-0.1%
|
|
