|
51
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$38.7M
|
-$1.43M
|
-8,246
|
-4%
|
|
|
52
|
Jasper Ridge Partners
Menlo Park,
California
|
$35.9M
|
–
|
–
|
–
|
|
|
53
|
Mariner
Overland Park,
Kansas
|
$34.5M
|
+$798K
|
+4,605
|
+2%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$34.4M
|
+$551K
|
+3,182
|
+2%
|
|
|
55
|
Parcion Private Wealth
Bellevue,
Washington
|
$34.2M
|
+$2.75M
|
+15,891
|
+9%
|
|
|
56
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$32M
|
+$199K
|
+1,146
|
+0.6%
|
|
|
57
|
Summit Financial
Parsippany,
New Jersey
|
$31.8M
|
-$3.91M
|
-22,557
|
-11%
|
|
|
58
|
Bailard
Foster City,
California
|
$31.8M
|
+$1.53M
|
+8,815
|
+5%
|
|
|
59
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$31.8M
|
+$934K
|
+5,392
|
+3%
|
|
|
60
|
MML Investors Services
Springfield,
Massachusetts
|
$30.9M
|
-$265K
|
-1,531
|
-0.9%
|
|
|
61
|
Rockefeller Capital Management
New York
|
$30.9M
|
-$911K
|
-5,259
|
-3%
|
|
|
62
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$30.4M
|
-$166K
|
-957
|
-0.5%
|
|
|
63
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$29.6M
|
+$822K
|
+4,746
|
+2%
|
|
|
64
|
Savant Capital
Rockford,
Illinois
|
$29.3M
|
+$1.41M
|
+8,147
|
+5%
|
|
|
65
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$28.7M
|
+$566K
|
+3,268
|
+2%
|
|
|
66
|
Stifel Financial
St. Louis,
Missouri
|
$28.3M
|
+$567K
|
+3,270
|
+2%
|
|
|
67
|
|
$28.2M
|
+$5.14M
|
+29,663
|
+22%
|
|
|
68
|
PDS Planning
Dublin,
Ohio
|
$28M
|
+$4.7M
|
+27,126
|
+20%
|
|
|
69
|
Cresset Asset Management
Chicago,
Illinois
|
$27.9M
|
+$25.8M
|
+149,021
|
+1,308%
|
|
|
70
|
Mercer Global Advisors
Denver,
Colorado
|
$27.6M
|
+$766K
|
+4,419
|
+3%
|
|
|
71
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$27.5M
|
+$500K
|
+2,884
|
+2%
|
|
|
72
|
Equitable Holdings
New York
|
$26.8M
|
+$9.37M
|
+54,071
|
+54%
|
|
|
73
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$26.8M
|
-$86.7K
|
-500
|
-0.3%
|
|
|
74
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.6M
|
+$1.04M
|
+6,027
|
+4%
|
|
|
75
|
Wealth Architects
Mountain View,
California
|
$25.7M
|
+$106K
|
+610
|
+0.4%
|
|
