|
26
|
|
$255M
|
-$17.5M
|
-199,696
|
-6%
|
|
|
27
|
Bank of New York Mellon
New York
|
$244M
|
+$40.9M
|
+467,429
|
+20%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$235M
|
+$97.9M
|
+1,119,437
|
+72%
|
|
|
29
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$203M
|
+$40.3M
|
+460,931
|
+25%
|
|
|
30
|
Natixis Advisors
Boston,
Massachusetts
|
$187M
|
+$25.4M
|
+290,979
|
+16%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$184M
|
-$1.55M
|
-17,680
|
-0.8%
|
|
|
32
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$183M
|
+$12.3M
|
+140,151
|
+7%
|
|
|
33
|
Raymond James & Associates
St Petersburg,
Florida
|
$175M
|
+$15.4M
|
+176,278
|
+10%
|
|
|
34
|
Charles Schwab
San Francisco,
California
|
$165M
|
-$1.52M
|
-17,358
|
-0.9%
|
|
|
35
|
|
$164M
|
-$5.91M
|
-67,548
|
-4%
|
|
|
36
|
Global Endowment Management
Charlotte,
North Carolina
|
$153M
|
-$2.93M
|
-33,460
|
-2%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$144M
|
-$19.4M
|
-222,122
|
-12%
|
|
|
38
|
AssetMark Inc
Concord,
California
|
$143M
|
+$5.77M
|
+66,038
|
+4%
|
|
|
39
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$142M
|
–
|
–
|
–
|
|
|
40
|
Toews Corporation
Northfield,
New Jersey
|
$137M
|
+$136M
|
+1,551,415
|
New
|
|
|
41
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$118M
|
–
|
–
|
–
|
|
|
42
|
Voya Financial Advisors
Windsor,
Connecticut
|
$116M
|
-$528K
|
-6,040
|
-0.5%
|
|
|
43
|
Raffa Wealth Management
Washington,
District of Columbia
|
$116M
|
-$46M
|
-526,503
|
-29%
|
|
|
44
|
AllianceBernstein
Nashville,
Tennessee
|
$111M
|
+$65.7M
|
+751,142
|
+148%
|
|
|
45
|
Hernani Holdings
Jackson,
Wyoming
|
$110M
|
–
|
–
|
–
|
|
|
46
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$109M
|
-$28M
|
-319,763
|
-21%
|
|
|
47
|
FormulaFolio Investments
Grand Rapids,
Michigan
|
$107M
|
+$46M
|
+526,091
|
+76%
|
|
|
48
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$101M
|
+$3.97M
|
+45,447
|
+4%
|
|
|
49
|
Acropolis Investment Management
St. Louis,
Missouri
|
$98.7M
|
+$6.81M
|
+77,864
|
+7%
|
|
|
50
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$96.5M
|
-$29.5M
|
-337,103
|
-24%
|
|
