|
51
|
Creative Planning
Overland Park,
Kansas
|
$39.7M
|
-$2.4M
|
-14,527
|
-5%
|
|
|
52
|
Colony Group
Boston,
Massachusetts
|
$38.6M
|
-$2.73M
|
-16,477
|
-6%
|
|
|
53
|
Cresset Asset Management
Chicago,
Illinois
|
$38.6M
|
+$2.38M
|
+14,383
|
+6%
|
|
|
54
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$38.2M
|
-$346K
|
-2,091
|
-0.9%
|
|
|
55
|
Merriman Wealth Management
Seattle,
Washington
|
$38M
|
-$16.5M
|
-99,418
|
-29%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$37.2M
|
-$2.11M
|
-12,742
|
-5%
|
|
|
57
|
Equitable Holdings
New York
|
$36.9M
|
+$3.72M
|
+22,494
|
+11%
|
|
|
58
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$36.7M
|
+$106K
|
+643
|
+0.3%
|
|
|
59
|
Rockefeller Capital Management
New York
|
$36.6M
|
-$2.58M
|
-15,605
|
-6%
|
|
|
60
|
MML Investors Services
Springfield,
Massachusetts
|
$36.1M
|
-$3.17M
|
-19,133
|
-8%
|
|
|
61
|
EP Wealth Advisors
Torrance,
California
|
$35.9M
|
+$14.1M
|
+84,952
|
+105%
|
|
|
62
|
Modera Wealth Management
Westwood,
New Jersey
|
$35.2M
|
-$807K
|
-4,874
|
-2%
|
|
|
63
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$35.2M
|
+$3.78M
|
+22,831
|
+11%
|
|
|
64
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$34.9M
|
+$655K
|
+3,959
|
+2%
|
|
|
65
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$34.2M
|
+$1.2M
|
+7,276
|
+3%
|
|
|
66
|
Center for Financial Planning
Southfied,
Michigan
|
$33.4M
|
-$273K
|
-1,651
|
-0.8%
|
|
|
67
|
Stephens Inc
Little Rock,
Arkansas
|
$32.9M
|
-$168K
|
-1,012
|
-0.5%
|
|
|
68
|
Bailard
Foster City,
California
|
$32M
|
-$10.5M
|
-63,301
|
-24%
|
|
|
69
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$31.5M
|
–
|
–
|
–
|
|
|
70
|
|
$31.2M
|
+$1.88M
|
+11,365
|
+11%
|
|
|
71
|
Summit Financial
Parsippany,
New Jersey
|
$30.9M
|
-$500K
|
-3,018
|
-2%
|
|
|
72
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$30.3M
|
-$12.7K
|
-77
|
-0%
|
|
|
73
|
Park Avenue Securities
New York
|
$29.5M
|
+$4.25M
|
+25,654
|
+16%
|
|
|
74
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$29.1M
|
+$30.3M
|
+183,242
|
New
|
|
|
75
|
MBB Public Markets
Chicago,
Illinois
|
$29M
|
-$23.8M
|
-143,733
|
-44%
|
|
