|
51
|
AdvicePeriod
Los Angeles,
California
|
$191M
|
+$6.85M
|
+140,205
|
+4%
|
|
|
52
|
Fiduciary Trust
Boston,
Massachusetts
|
$187M
|
+$5.16M
|
+105,590
|
+3%
|
|
|
53
|
Parsec Financial Management
Asheville,
North Carolina
|
$185M
|
+$9.04M
|
+185,108
|
+5%
|
|
|
54
|
Linscomb Wealth
Houston,
Texas
|
$180M
|
+$4.87M
|
+99,686
|
+3%
|
|
|
55
|
Truepoint Inc
Cincinnati,
Ohio
|
$179M
|
+$6.12M
|
+125,242
|
+4%
|
|
|
56
|
Pathstone Family Office
Englewood,
New Jersey
|
$177M
|
-$3.57M
|
-73,084
|
-2%
|
|
|
57
|
Truist Financial
Charlotte,
North Carolina
|
$172M
|
+$10.6M
|
+216,385
|
+7%
|
|
|
58
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$171M
|
-$2.64M
|
-54,033
|
-2%
|
|
|
59
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$170M
|
-$2.65M
|
-54,341
|
-2%
|
|
|
60
|
Raymond James & Associates
St Petersburg,
Florida
|
$168M
|
+$3.32M
|
+67,934
|
+2%
|
|
|
61
|
D.A. Davidson & Co
Great Falls,
Montana
|
$163M
|
+$3.13M
|
+63,975
|
+2%
|
|
|
62
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$163M
|
+$30M
|
+613,648
|
+23%
|
|
|
63
|
US Bancorp
Minneapolis,
Minnesota
|
$157M
|
+$3.59M
|
+73,418
|
+2%
|
|
|
64
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$157M
|
-$2.04M
|
-41,835
|
-1%
|
|
|
65
|
Fisher Asset Management
Camas,
Washington
|
$148M
|
+$1.25M
|
+25,530
|
+0.9%
|
|
|
66
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$141M
|
+$2.41M
|
+49,312
|
+2%
|
|
|
67
|
HighTower Advisors
Chicago,
Illinois
|
$141M
|
+$140M
|
+2,866,578
|
New
|
|
|
68
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$141M
|
+$3.4M
|
+69,631
|
+2%
|
|
|
69
|
Regions Financial Corp
Birmingham,
Alabama
|
$137M
|
+$2.1M
|
+43,065
|
+2%
|
|
|
70
|
AssetMark Inc
Concord,
California
|
$134M
|
-$339K
|
-6,948
|
-0.3%
|
|
|
71
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$132M
|
-$3.54M
|
-72,502
|
-3%
|
|
|
72
|
|
$131M
|
+$8.09M
|
+165,673
|
+7%
|
|
|
73
|
AE Wealth Management
Topeka,
Kansas
|
$126M
|
-$10.9M
|
-222,513
|
-8%
|
|
|
74
|
Michael & Susan Dell Foundation
New York
|
$120M
|
–
|
–
|
–
|
|
|
75
|
Palladium Partners
Norfolk,
Virginia
|
$117M
|
+$6.98M
|
+142,881
|
+6%
|
|
