|
51
|
Mariner
Overland Park,
Kansas
|
$30.5M
|
+$2.74M
|
+21,277
|
+11%
|
|
|
52
|
Summit Financial
Parsippany,
New Jersey
|
$29.9M
|
-$516K
|
-3,998
|
-2%
|
|
|
53
|
Jasper Ridge Partners
Menlo Park,
California
|
$29.4M
|
–
|
–
|
–
|
|
|
54
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$29.1M
|
+$133K
|
+1,031
|
+0.5%
|
|
|
55
|
Rockefeller Capital Management
New York
|
$27.9M
|
+$3.29M
|
+25,499
|
+15%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$27.6M
|
+$323K
|
+2,506
|
+1%
|
|
|
57
|
Cresset Asset Management
Chicago,
Illinois
|
$26.8M
|
+$187K
|
+1,453
|
+0.8%
|
|
|
58
|
MML Investors Services
Springfield,
Massachusetts
|
$25.6M
|
-$1.31M
|
-10,160
|
-5%
|
|
|
59
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$25.5M
|
+$4.09M
|
+31,689
|
+21%
|
|
|
60
|
Creative Planning
Overland Park,
Kansas
|
$25.2M
|
+$4.08M
|
+31,593
|
+22%
|
|
|
61
|
Parcion Private Wealth
Bellevue,
Washington
|
$24.1M
|
+$820K
|
+6,358
|
+4%
|
|
|
62
|
Bailard
Foster City,
California
|
$24M
|
+$1.53M
|
+11,868
|
+8%
|
|
|
63
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$23.6M
|
+$292K
|
+2,267
|
+1%
|
|
|
64
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$23.2M
|
+$275K
|
+2,134
|
+1%
|
|
|
65
|
Vanguard Group
Malvern,
Pennsylvania
|
$22.7M
|
+$20M
|
+155,147
|
+3,721%
|
|
|
66
|
Savant Capital
Rockford,
Illinois
|
$22.3M
|
+$2.03M
|
+15,701
|
+11%
|
|
|
67
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$22.2M
|
+$795K
|
+6,161
|
+4%
|
|
|
68
|
People's United Financial
Bridgeport,
Connecticut
|
$22.1M
|
-$1.03M
|
-7,997
|
-5%
|
|
|
69
|
Wealth Architects
Mountain View,
California
|
$22M
|
-$11.5K
|
-89
|
-0.1%
|
|
|
70
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$22M
|
-$6.19M
|
-48,007
|
-24%
|
|
|
71
|
Stifel Financial
St. Louis,
Missouri
|
$21.6M
|
+$2.09M
|
+16,227
|
+12%
|
|
|
72
|
|
$21.3M
|
-$536K
|
-4,153
|
-3%
|
|
|
73
|
Modera Wealth Management
Westwood,
New Jersey
|
$20.4M
|
+$5.48M
|
+42,490
|
+42%
|
|
|
74
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$20.2M
|
+$364K
|
+2,824
|
+2%
|
|
|
75
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.1M
|
+$11.1M
|
+86,204
|
+157%
|
|
