|
51
|
United Capital Financial Advisors
Irving,
Texas
|
$34.1M
|
-$239K
|
-2,283
|
-0.7%
|
|
|
52
|
Karpus Investment Management
Pittsford,
New York
|
$33M
|
+$19.6M
|
+188,005
|
+151%
|
|
|
53
|
Perella Weinberg Partners Capital Management
New York
|
$32.6M
|
-$12M
|
-115,185
|
-27%
|
|
|
54
|
Rockefeller Capital Management
New York
|
$30.4M
|
+$1.16M
|
+11,075
|
+4%
|
|
|
55
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$30.1M
|
+$180K
|
+1,726
|
+0.6%
|
|
|
56
|
Community Bank
Dewitt,
New York
|
$29.4M
|
+$254K
|
+2,430
|
+0.9%
|
|
|
57
|
Bogart Wealth LLC
Mclean,
Virginia
|
$29.3M
|
+$428K
|
+4,093
|
+1%
|
|
|
58
|
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
|
$28.2M
|
–
|
–
|
–
|
|
|
59
|
Truist Financial
Charlotte,
North Carolina
|
$27.3M
|
+$1.63M
|
+15,588
|
+6%
|
|
|
60
|
|
$26.2M
|
+$5.95M
|
+56,952
|
+30%
|
|
|
61
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$25.4M
|
-$821K
|
-7,860
|
-3%
|
|
|
62
|
Private Advisor Group
Morristown,
New Jersey
|
$24.2M
|
-$11.8M
|
-113,165
|
-33%
|
|
|
63
|
LPL Financial
San Diego,
California
|
$22.6M
|
+$5M
|
+47,810
|
+29%
|
|
|
64
|
Cambridge Associates
Boston,
Massachusetts
|
$22.6M
|
+$5.58M
|
+53,430
|
+33%
|
|
|
65
|
CPWM LLC
Seattle,
Washington
|
$21.9M
|
–
|
–
|
–
|
|
|
66
|
Cresset Asset Management
Chicago,
Illinois
|
$21.3M
|
+$144K
|
+1,376
|
+0.7%
|
|
|
67
|
Iconiq Capital
San Francisco,
California
|
$21.1M
|
+$45M
|
+430,634
|
+28%
|
|
|
68
|
Banco Santander
Madrid,
Spain
|
$21.1M
|
-$12.4M
|
-118,286
|
-37%
|
|
|
69
|
|
$20.5M
|
+$15.5M
|
+148,541
|
+325%
|
|
|
70
|
Nationwide Asset Management
Columbus,
Ohio
|
$20.5M
|
-$167K
|
-1,600
|
-0.8%
|
|
|
71
|
Smith Anglin Financial
Dallas,
Texas
|
$20.4M
|
+$1.21M
|
+11,584
|
+6%
|
|
|
72
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$20.1M
|
+$764K
|
+7,310
|
+4%
|
|
|
73
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$19.5M
|
-$94.5K
|
-904
|
-0.5%
|
|
|
74
|
Fort Point Capital Partners
San Francisco,
California
|
$19.2M
|
–
|
–
|
–
|
|
|
75
|
US Bancorp
Minneapolis,
Minnesota
|
$19.2M
|
+$3.97K
|
+38
|
+0%
|
|
