|
51
|
Pathstone Family Office
Englewood,
New Jersey
|
$173M
|
+$150M
|
+3,398,733
|
+1,234%
|
|
|
52
|
Parsec Financial Management
Asheville,
North Carolina
|
$169M
|
+$2.09M
|
+47,618
|
+1%
|
|
|
53
|
Linscomb Wealth
Houston,
Texas
|
$168M
|
+$7.62M
|
+173,191
|
+5%
|
|
|
54
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$167M
|
+$18M
|
+409,870
|
+13%
|
|
|
55
|
Truepoint Inc
Cincinnati,
Ohio
|
$166M
|
+$2.5M
|
+56,834
|
+2%
|
|
|
56
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$166M
|
-$16.9M
|
-383,224
|
-10%
|
|
|
57
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$165M
|
+$27.5M
|
+624,857
|
+22%
|
|
|
58
|
Bridgewater Associates
Westport,
Connecticut
|
$161M
|
-$11M
|
-249,637
|
-7%
|
|
|
59
|
Raymond James & Associates
St Petersburg,
Florida
|
$158M
|
-$9.24M
|
-210,037
|
-6%
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$155M
|
+$912K
|
+20,735
|
+0.6%
|
|
|
61
|
D.A. Davidson & Co
Great Falls,
Montana
|
$154M
|
-$735K
|
-16,715
|
-0.5%
|
|
|
62
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$153M
|
+$4.42M
|
+100,461
|
+3%
|
|
|
63
|
US Bancorp
Minneapolis,
Minnesota
|
$148M
|
-$298K
|
-6,783
|
-0.2%
|
|
|
64
|
Fisher Asset Management
Camas,
Washington
|
$142M
|
+$9.21M
|
+209,269
|
+8%
|
|
|
65
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$134M
|
+$2.99M
|
+68,063
|
+2%
|
|
|
66
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$132M
|
+$2.37M
|
+53,891
|
+2%
|
|
|
67
|
JMG Financial Group
Downers Grove,
Illinois
|
$132M
|
+$57.9M
|
+1,316,421
|
+89%
|
|
|
68
|
AE Wealth Management
Topeka,
Kansas
|
$131M
|
+$7.58M
|
+172,247
|
+7%
|
|
|
69
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$131M
|
+$16.5M
|
+375,377
|
+16%
|
|
|
70
|
Regions Financial Corp
Birmingham,
Alabama
|
$130M
|
-$1.33M
|
-30,343
|
-1%
|
|
|
71
|
AssetMark Inc
Concord,
California
|
$130M
|
-$6.42M
|
-146,060
|
-5%
|
|
|
72
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$129M
|
+$4.58M
|
+104,212
|
+4%
|
|
|
73
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$128M
|
-$7.79M
|
-177,015
|
-6%
|
|
|
74
|
|
$119M
|
+$4.36M
|
+99,154
|
+4%
|
|
|
75
|
Michael & Susan Dell Foundation
New York
|
$115M
|
–
|
–
|
–
|
|
