|
51
|
Whittier Trust
South Pasadena,
California
|
$27.6M
|
-$220K
|
-2,156
|
-0.8%
|
|
|
52
|
Montag & Associates
Atlanta,
Georgia
|
$26.9M
|
-$135K
|
-1,327
|
-0.5%
|
|
|
53
|
BDO Wealth Advisors
Jacksonville,
Florida
|
$26.7M
|
+$5.1M
|
+49,945
|
+24%
|
|
|
54
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$26.1M
|
+$206K
|
+2,020
|
+0.8%
|
|
|
55
|
Towerpoint Wealth
Sacramento,
California
|
$25.2M
|
+$3.77M
|
+36,909
|
+18%
|
|
|
56
|
Mason Street Advisors
Milwaukee,
Wisconsin
|
$25M
|
+$14.1M
|
+137,700
|
+128%
|
|
|
57
|
Brookstone Capital Management
Wheaton,
Illinois
|
$24.8M
|
-$1.96M
|
-19,190
|
-7%
|
|
|
58
|
Mariner
Overland Park,
Kansas
|
$24.3M
|
+$905K
|
+8,872
|
+4%
|
|
|
59
|
Rock Creek Group
Washington,
District of Columbia
|
$23.6M
|
+$10.7M
|
+104,560
|
+83%
|
|
|
60
|
Evermay Wealth Management
Arlington,
Virginia
|
$22.2M
|
+$8.43M
|
+82,574
|
+61%
|
|
|
61
|
Truist Financial
Charlotte,
North Carolina
|
$22.2M
|
+$579K
|
+5,671
|
+3%
|
|
|
62
|
Fiduciary Trust
Boston,
Massachusetts
|
$21.5M
|
-$3.24M
|
-31,772
|
-13%
|
|
|
63
|
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
|
$20.8M
|
+$798K
|
+7,819
|
+4%
|
|
|
64
|
Full Sail Capital
Oklahoma City,
Oklahoma
|
$20.5M
|
+$9.97M
|
+97,670
|
+94%
|
|
|
65
|
Creative Planning
Overland Park,
Kansas
|
$20M
|
-$967K
|
-9,478
|
-5%
|
|
|
66
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$18.4M
|
+$1.92M
|
+18,841
|
+12%
|
|
|
67
|
Focused Wealth Management
Newburgh,
New York
|
$18.1M
|
+$1.83M
|
+17,941
|
+11%
|
|
|
68
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$17.5M
|
-$682K
|
-6,679
|
-4%
|
|
|
69
|
Rockefeller Capital Management
New York
|
$17.4M
|
+$1.23M
|
+12,024
|
+8%
|
|
|
70
|
John W. Brooker & Co
Oakland,
California
|
$17.4M
|
+$1.92M
|
+18,817
|
+12%
|
|
|
71
|
Centaurus Financial
Anaheim,
California
|
$17M
|
-$1.65M
|
-16,127
|
-9%
|
|
|
72
|
HM Payson & Co
Portland,
Maine
|
$16.6M
|
+$2.66M
|
+26,103
|
+19%
|
|
|
73
|
Peak Asset Management
Louisville,
Colorado
|
$16.5M
|
+$6.02M
|
+58,945
|
+57%
|
|
|
74
|
Benchmark Wealth Management
Old Lyme,
Connecticut
|
$16.1M
|
-$5.14M
|
-50,388
|
-24%
|
|
|
75
|
Derby & Company
Newton,
Massachusetts
|
$15.7M
|
+$1.21M
|
+11,885
|
+8%
|
|
