|
51
|
AdvicePeriod
Los Angeles,
California
|
$100M
|
+$78M
|
+2,107,675
|
+91%
|
|
|
52
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$99.1M
|
+$154K
|
+4,167
|
+0.2%
|
|
|
53
|
Morningstar Investment Services
Chicago,
Illinois
|
$96.8M
|
+$1.61M
|
+43,414
|
+2%
|
|
|
54
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$91.3M
|
-$8.5M
|
-229,676
|
-9%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$90.5M
|
-$21.3M
|
-575,202
|
-20%
|
|
|
56
|
Litman Gregory Wealth Management
Larkspur,
California
|
$87.9M
|
+$18.9M
|
+511,689
|
+30%
|
|
|
57
|
Sand Hill Global Advisors
Palo Alto,
California
|
$87M
|
+$1.01M
|
+27,334
|
+1%
|
|
|
58
|
TD Asset Management
Toronto,
Ontario, Canada
|
$86.7M
|
-$5.29M
|
-142,794
|
-6%
|
|
|
59
|
VPR Management
Houston,
Texas
|
$85.4M
|
–
|
–
|
–
|
|
|
60
|
HighTower Advisors
Chicago,
Illinois
|
$84.1M
|
-$4M
|
-107,976
|
-5%
|
|
|
61
|
Bessemer Group
Woodbridge,
New Jersey
|
$79.5M
|
+$3.73M
|
+100,708
|
+5%
|
|
|
62
|
Regions Financial Corp
Birmingham,
Alabama
|
$77.3M
|
-$19.9M
|
-538,798
|
-22%
|
|
|
63
|
Raymond James & Associates
St Petersburg,
Florida
|
$75.1M
|
+$2M
|
+53,902
|
+3%
|
|
|
64
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$74.8M
|
-$21.1M
|
-569,699
|
-23%
|
|
|
65
|
Allen Investment Management
New York
|
$68.6M
|
+$50.4M
|
+1,360,693
|
+368%
|
|
|
66
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$65.3M
|
-$4.01M
|
-108,202
|
-6%
|
|
|
67
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$63.4M
|
+$4.46M
|
+120,467
|
+8%
|
|
|
68
|
|
$60.1M
|
-$16M
|
-432,044
|
-22%
|
|
|
69
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$59.7M
|
+$2.22M
|
+59,998
|
+4%
|
|
|
70
|
SignatureFD
Atlanta,
Georgia
|
$55.4M
|
+$10.3M
|
+276,989
|
+25%
|
|
|
71
|
Karpus Investment Management
Pittsford,
New York
|
$55.1M
|
-$14.8M
|
-398,578
|
-22%
|
|
|
72
|
JMG Financial Group
Downers Grove,
Illinois
|
$55.1M
|
+$4.75M
|
+128,216
|
+10%
|
|
|
73
|
Commerce Bank
Kansas City,
Missouri
|
$54.9M
|
-$870K
|
-23,491
|
-2%
|
|
|
74
|
Fidelity Investments
Boston,
Massachusetts
|
$54.8M
|
-$5.19M
|
-140,230
|
-9%
|
|
|
75
|
Victory Capital Management
San Antonio,
Texas
|
$54.2M
|
-$50.7M
|
-1,368,959
|
-50%
|
|
