|
51
|
Mason Investment Advisory Services
Reston,
Virginia
|
$56M
|
+$67.7K
|
+330
|
+0.1%
|
|
|
52
|
JMG Financial Group
Downers Grove,
Illinois
|
$55.8M
|
-$480K
|
-2,339
|
-0.8%
|
|
|
53
|
Charles Schwab
San Francisco,
California
|
$55.4M
|
-$3.38M
|
-16,473
|
-6%
|
|
|
54
|
Bragg Financial Advisors
Charlotte,
North Carolina
|
$55M
|
+$163K
|
+794
|
+0.3%
|
|
|
55
|
MML Investors Services
Springfield,
Massachusetts
|
$52.6M
|
+$7.14M
|
+34,773
|
+15%
|
|
|
56
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$52.5M
|
-$2.62M
|
-12,777
|
-5%
|
|
|
57
|
|
$50.8M
|
-$477K
|
-2,326
|
-0.9%
|
|
|
58
|
Center for Financial Planning
Southfied,
Michigan
|
$49M
|
-$118K
|
-577
|
-0.2%
|
|
|
59
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$48.8M
|
+$50.5M
|
+246,091
|
New
|
|
|
60
|
Zhang Financial
Portage,
Michigan
|
$48.1M
|
-$64.9K
|
-316
|
-0.1%
|
|
|
61
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$47.2M
|
+$372K
|
+1,810
|
+0.8%
|
|
|
62
|
Bailard
Foster City,
California
|
$46.9M
|
-$1.02M
|
-4,974
|
-2%
|
|
|
63
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$45.9M
|
+$1.39M
|
+6,783
|
+3%
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$45.7M
|
+$1.06M
|
+5,141
|
+2%
|
|
|
65
|
Stephens Inc
Little Rock,
Arkansas
|
$45.5M
|
-$969K
|
-4,719
|
-2%
|
|
|
66
|
Abacus Planning Group
Columbia,
South Carolina
|
$44.1M
|
+$1.09M
|
+5,293
|
+2%
|
|
|
67
|
Foster Group
West Des Moines,
Iowa
|
$41.6M
|
-$2.59M
|
-12,625
|
-6%
|
|
|
68
|
University of Maryland Foundation
Adelphi,
Maryland
|
$41.3M
|
+$19.4M
|
+94,607
|
+83%
|
|
|
69
|
Equitable Holdings
New York
|
$40.8M
|
+$300K
|
+1,461
|
+0.7%
|
|
|
70
|
Merriman Wealth Management
Seattle,
Washington
|
$40.7M
|
-$1.58M
|
-7,674
|
-4%
|
|
|
71
|
Summit Financial
Parsippany,
New Jersey
|
$39.1M
|
+$3.12M
|
+15,203
|
+8%
|
|
|
72
|
Comprehensive Financial Management
Los Gatos,
California
|
$36.5M
|
-$28.7M
|
-140,000
|
-43%
|
|
|
73
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$36.3M
|
+$196K
|
+954
|
+0.5%
|
|
|
74
|
Mercer Global Advisors
Denver,
Colorado
|
$35.9M
|
+$3.37M
|
+16,397
|
+10%
|
|
|
75
|
Sequoia Financial Advisors
Akron,
Ohio
|
$35.9M
|
+$34.9M
|
+170,238
|
+1,546%
|
|
