|
51
|
BOK Financial
Tulsa,
Oklahoma
|
$37.4M
|
+$230K
|
+1,463
|
+0.7%
|
|
|
52
|
Cerity Partners OCIO
New York
|
$37.3M
|
-$541K
|
-3,432
|
-2%
|
|
|
53
|
Jasper Ridge Partners
Menlo Park,
California
|
$34.2M
|
–
|
–
|
–
|
|
|
54
|
Summit Financial
Parsippany,
New Jersey
|
$34.1M
|
-$680K
|
-4,318
|
-2%
|
|
|
55
|
Sowell Financial Services
North Little Rock,
Arkansas
|
$32.6M
|
-$2.94M
|
-18,673
|
-9%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$32.3M
|
+$101K
|
+641
|
+0.3%
|
|
|
57
|
Mariner
Overland Park,
Kansas
|
$32.1M
|
-$3.24M
|
-20,545
|
-10%
|
|
|
58
|
Rockefeller Capital Management
New York
|
$30.3M
|
-$2.06M
|
-13,084
|
-7%
|
|
|
59
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$30.3M
|
+$6.78M
|
+43,031
|
+31%
|
|
|
60
|
Parcion Private Wealth
Bellevue,
Washington
|
$30M
|
+$1.79M
|
+11,338
|
+7%
|
|
|
61
|
MML Investors Services
Springfield,
Massachusetts
|
$29.7M
|
-$77.2K
|
-490
|
-0.3%
|
|
|
62
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$29.4M
|
+$1.79M
|
+11,339
|
+7%
|
|
|
63
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$29.2M
|
+$3.1M
|
+19,684
|
+13%
|
|
|
64
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$28.9M
|
+$30.2M
|
+191,481
|
New
|
|
|
65
|
Bailard
Foster City,
California
|
$28.9M
|
+$828K
|
+5,259
|
+3%
|
|
|
66
|
Creative Planning
Overland Park,
Kansas
|
$28.7M
|
-$562K
|
-3,565
|
-2%
|
|
|
67
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$26.9M
|
-$200K
|
-1,267
|
-0.8%
|
|
|
68
|
Savant Capital
Rockford,
Illinois
|
$26.6M
|
+$611K
|
+3,879
|
+2%
|
|
|
69
|
Stifel Financial
St. Louis,
Missouri
|
$26.4M
|
+$1.24M
|
+7,887
|
+5%
|
|
|
70
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$25.7M
|
-$38.4M
|
-243,825
|
-61%
|
|
|
71
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$25.7M
|
+$43.3K
|
+275
|
+0.2%
|
|
|
72
|
Mercer Global Advisors
Denver,
Colorado
|
$25.6M
|
+$3.46M
|
+21,967
|
+17%
|
|
|
73
|
People's United Financial
Bridgeport,
Connecticut
|
$24.7M
|
-$1M
|
-6,359
|
-4%
|
|
|
74
|
Wealth Architects
Mountain View,
California
|
$24.4M
|
-$1.2M
|
-7,589
|
-5%
|
|
|
75
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24.4M
|
+$870K
|
+5,525
|
+4%
|
|
