|
51
|
Truist Financial
Charlotte,
North Carolina
|
$46.2M
|
+$906K
|
+24,163
|
+2%
|
|
|
52
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$42M
|
+$2.61M
|
+69,506
|
+6%
|
|
|
53
|
Blue Trust Inc
Alpharetta,
Georgia
|
$40.6M
|
-$13.4M
|
-356,692
|
-25%
|
|
|
54
|
Rockefeller Capital Management
New York
|
$40.1M
|
+$2.32M
|
+61,947
|
+6%
|
|
|
55
|
Beacon Investment Advisory Services
Morristown,
New Jersey
|
$39.5M
|
+$260K
|
+6,932
|
+0.6%
|
|
|
56
|
Neuberger Berman Group
New York
|
$39M
|
-$687K
|
-18,334
|
-2%
|
|
|
57
|
Mercer Global Advisors
Denver,
Colorado
|
$38.9M
|
+$4.79M
|
+127,840
|
+14%
|
|
|
58
|
Mariner
Overland Park,
Kansas
|
$37.6M
|
+$744K
|
+19,839
|
+2%
|
|
|
59
|
MML Investors Services
Springfield,
Massachusetts
|
$36.4M
|
+$17.4M
|
+464,274
|
+86%
|
|
|
60
|
Capital Asset Advisory Services
Williamston,
Michigan
|
$36.1M
|
-$10.9M
|
-291,030
|
-23%
|
|
|
61
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$35.2M
|
-$1.85M
|
-49,367
|
-5%
|
|
|
62
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$34.6M
|
-$281K
|
-7,484
|
-0.8%
|
|
|
63
|
Tanglewood Wealth Management
Houston,
Texas
|
$34.4M
|
+$910K
|
+24,280
|
+3%
|
|
|
64
|
Mackay Shields LLC
New York
|
$33.8M
|
–
|
–
|
–
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$32.5M
|
-$1.49M
|
-39,750
|
-4%
|
|
|
66
|
Parcion Private Wealth
Bellevue,
Washington
|
$31.8M
|
-$552K
|
-14,730
|
-2%
|
|
|
67
|
AJ Wealth Strategies
New York
|
$31.6M
|
+$32.5M
|
+867,947
|
New
|
|
|
68
|
TIAA FSB
Jacksonville,
Florida
|
$31.3M
|
+$157K
|
+4,179
|
+0.5%
|
|
|
69
|
Oxbow Advisors
Austin,
Texas
|
$31.2M
|
+$1.15M
|
+30,714
|
+4%
|
|
|
70
|
Vigilant Capital Management
Portland,
Maine
|
$30.8M
|
+$655K
|
+17,472
|
+2%
|
|
|
71
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$30M
|
-$43.2M
|
-1,152,022
|
-58%
|
|
|
72
|
Corient Private Wealth
Miami,
Florida
|
$30M
|
+$1.19M
|
+31,734
|
+4%
|
|
|
73
|
GenWealth Group
Maplewood,
New Jersey
|
$29.5M
|
-$214K
|
-5,720
|
-0.7%
|
|
|
74
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$29M
|
+$911K
|
+24,292
|
+3%
|
|
|
75
|
VCU Investment Management
Richmond,
Virginia
|
$28.8M
|
–
|
–
|
–
|
|
