|
51
|
Manning & Napier Group
Fairport,
New York
|
$22.6M
|
–
|
–
|
–
|
|
|
52
|
Occidental Asset Management
Burlingame,
California
|
$22.4M
|
+$1.89M
|
+63,591
|
+9%
|
|
|
53
|
|
$22.4M
|
-$18.9M
|
-636,365
|
-45%
|
|
|
54
|
Raymond James & Associates
St Petersburg,
Florida
|
$22.2M
|
-$25.9M
|
-873,795
|
-53%
|
|
|
55
|
Members Trust
Tampa,
Florida
|
$21.3M
|
-$97.5M
|
-3,285,916
|
-82%
|
|
|
56
|
Creative Financial Designs
Kokomo,
Indiana
|
$21.2M
|
+$13M
|
+437,467
|
+151%
|
|
|
57
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$19.6M
|
-$427K
|
-14,378
|
-2%
|
|
|
58
|
Conning Inc
Hartford,
Connecticut
|
$18.9M
|
–
|
–
|
–
|
|
|
59
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$18.8M
|
-$96.2M
|
-3,239,491
|
-83%
|
|
|
60
|
Walker Financial Services
Bowling Green,
Kentucky
|
$18.7M
|
+$16M
|
+537,733
|
+525%
|
|
|
61
|
Willow Creek Wealth Management
Sebastopol,
California
|
$18.6M
|
-$149K
|
-5,028
|
-0.8%
|
|
|
62
|
US Bancorp
Minneapolis,
Minnesota
|
$18.2M
|
+$719K
|
+24,225
|
+4%
|
|
|
63
|
Empirical Wealth Management
Seattle,
Washington
|
$17M
|
+$6.47M
|
+217,901
|
+60%
|
|
|
64
|
Davenport & Co
Richmond,
Virginia
|
$16.8M
|
-$2.1M
|
-70,899
|
-11%
|
|
|
65
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$16.8M
|
+$612K
|
+20,621
|
+4%
|
|
|
66
|
Strategic Wealth Partners
Independence,
Ohio
|
$16.7M
|
-$494K
|
-16,638
|
-3%
|
|
|
67
|
CGN Advisors
Manhattan,
Kansas
|
$16.5M
|
+$3.52M
|
+118,517
|
+27%
|
|
|
68
|
Truist Financial
Charlotte,
North Carolina
|
$16.4M
|
-$44.9M
|
-1,512,532
|
-73%
|
|
|
69
|
Cornerstone Management
Duluth,
Georgia
|
$16.4M
|
+$595K
|
+20,038
|
+4%
|
|
|
70
|
IRON Financial
Northbrook,
Illinois
|
$16.3M
|
-$973K
|
-32,760
|
-6%
|
|
|
71
|
PFS Investments
Duluth,
Georgia
|
$16M
|
-$3.73M
|
-125,494
|
-19%
|
|
|
72
|
Pecaut & Co
Sioux City,
Iowa
|
$15.7M
|
+$1.25M
|
+42,113
|
+9%
|
|
|
73
|
Meiji Yasuda Life Insurance
Tokyo,
Japan
|
$15.5M
|
–
|
–
|
–
|
|
|
74
|
Trilogy Capital
Irvine,
California
|
$15.3M
|
-$267K
|
-8,997
|
-2%
|
|
|
75
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$14.9M
|
-$283K
|
-9,521
|
-2%
|
|
