|
51
|
Mason Investment Advisory Services
Reston,
Virginia
|
$52.7M
|
+$61.2K
|
+310
|
+0.1%
|
|
|
52
|
Verus Financial Partners
Richmond,
Virginia
|
$50.7M
|
+$190K
|
+960
|
+0.3%
|
|
|
53
|
Financial Advisory Corporation
Grand Rapids,
Michigan
|
$50M
|
+$4.45M
|
+22,504
|
+9%
|
|
|
54
|
Charles Schwab
San Francisco,
California
|
$50M
|
-$2.15M
|
-10,884
|
-4%
|
|
|
55
|
Stephens Inc
Little Rock,
Arkansas
|
$49.5M
|
+$7.08M
|
+35,856
|
+16%
|
|
|
56
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$49M
|
-$454K
|
-2,299
|
-0.9%
|
|
|
57
|
Savant Capital
Rockford,
Illinois
|
$48.7M
|
-$24.7M
|
-125,283
|
-32%
|
|
|
58
|
Bailard
Foster City,
California
|
$45.8M
|
+$1.83M
|
+9,272
|
+4%
|
|
|
59
|
Zhang Financial
Portage,
Michigan
|
$45.6M
|
+$475K
|
+2,405
|
+1%
|
|
|
60
|
Center for Financial Planning
Southfied,
Michigan
|
$45.5M
|
-$603K
|
-3,051
|
-1%
|
|
|
61
|
MML Investors Services
Springfield,
Massachusetts
|
$45.3M
|
-$4.43M
|
-22,423
|
-8%
|
|
|
62
|
|
$45M
|
-$2.91M
|
-14,734
|
-6%
|
|
|
63
|
Thompson Siegel & Walmsley
Richmond,
Virginia
|
$44.4M
|
+$48.2K
|
+244
|
+0.1%
|
|
|
64
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$43.7M
|
+$689K
|
+3,488
|
+2%
|
|
|
65
|
Mercer Global Advisors
Denver,
Colorado
|
$42.6M
|
+$9.4M
|
+47,570
|
+26%
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$41.3M
|
-$1.75M
|
-8,859
|
-4%
|
|
|
67
|
Corient Private Wealth
Miami,
Florida
|
$41.2M
|
+$15.8M
|
+80,050
|
+57%
|
|
|
68
|
Abacus Planning Group
Columbia,
South Carolina
|
$40.5M
|
-$1.02M
|
-5,143
|
-2%
|
|
|
69
|
University of Maryland Foundation
Adelphi,
Maryland
|
$38.8M
|
–
|
–
|
–
|
|
|
70
|
Foster Group
West Des Moines,
Iowa
|
$38.2M
|
-$875K
|
-4,430
|
-2%
|
|
|
71
|
Summit Financial
Parsippany,
New Jersey
|
$35.7M
|
-$1.21M
|
-6,133
|
-3%
|
|
|
72
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$34.5M
|
+$1.43M
|
+7,232
|
+4%
|
|
|
73
|
25 LLC
St. Louis,
Missouri
|
$34.4M
|
+$821K
|
+4,157
|
+2%
|
|
|
74
|
Comprehensive Financial Management
Los Gatos,
California
|
$34.3M
|
–
|
–
|
–
|
|
|
75
|
Equitable Holdings
New York
|
$34.3M
|
-$4.36M
|
-22,085
|
-11%
|
|
