|
26
|
Truist Financial
Charlotte,
North Carolina
|
$234M
|
+$7.75M
|
+94,828
|
+3%
|
|
|
27
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$224M
|
-$4.2M
|
-51,425
|
-2%
|
|
|
28
|
Global Endowment Management
Charlotte,
North Carolina
|
$219M
|
+$8.47M
|
+103,700
|
+4%
|
|
|
29
|
RiverFront Investment Group
Richmond,
Virginia
|
$204M
|
-$15.3M
|
-187,769
|
-7%
|
|
|
30
|
|
$201M
|
+$207M
|
+2,529,821
|
New
|
|
|
31
|
Prudential Financial
Newark,
New Jersey
|
$198M
|
+$59.8M
|
+732,542
|
+42%
|
|
|
32
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$178M
|
+$11.5M
|
+140,319
|
+7%
|
|
|
33
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$178M
|
-$35.6M
|
-435,525
|
-16%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$169M
|
+$6.09M
|
+74,553
|
+4%
|
|
|
35
|
Rational Advisors
Huntington,
New York
|
$163M
|
+$18.3M
|
+224,192
|
+12%
|
|
|
36
|
RWA Wealth Partners
Newton,
Massachusetts
|
$159M
|
+$102M
|
+1,252,993
|
+168%
|
|
|
37
|
Lockheed Martin Investment Management
Bethesda,
Maryland
|
$149M
|
-$18M
|
-220,000
|
-11%
|
|
|
38
|
HighTower Advisors
Chicago,
Illinois
|
$138M
|
+$21.6M
|
+264,316
|
+18%
|
|
|
39
|
Raymond James & Associates
St Petersburg,
Florida
|
$133M
|
-$48.4M
|
-592,601
|
-26%
|
|
|
40
|
Diana Davis Spencer Foundation
Bethesda,
Maryland
|
$128M
|
–
|
–
|
–
|
|
|
41
|
Charles Schwab
San Francisco,
California
|
$127M
|
+$3.17M
|
+38,776
|
+2%
|
|
|
42
|
|
$127M
|
-$16.8M
|
-205,548
|
-11%
|
|
|
43
|
State Street
Boston,
Massachusetts
|
$125M
|
-$124M
|
-1,512,399
|
-49%
|
|
|
44
|
|
$122M
|
-$439K
|
-5,375
|
-0.3%
|
|
|
45
|
Foster Group
West Des Moines,
Iowa
|
$122M
|
+$54.2M
|
+662,915
|
+77%
|
|
|
46
|
McMorgan & Co
San Francisco,
California
|
$118M
|
-$1.64M
|
-20,103
|
-1%
|
|
|
47
|
Brookstone Capital Management
Wheaton,
Illinois
|
$118M
|
-$13.3M
|
-163,234
|
-10%
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$117M
|
-$11.5M
|
-141,034
|
-9%
|
|
|
49
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$117M
|
+$2.86M
|
+35,030
|
+2%
|
|
|
50
|
Capstone Financial Advisors
Downers Grove,
Illinois
|
$115M
|
-$8.52M
|
-104,294
|
-7%
|
|
