|
1
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$59.4M
|
+$20.1M
|
+257,166
|
+54%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$45.9M
|
+$1.92M
|
+24,595
|
+5%
|
|
|
3
|
Central Trust Company
Jefferson City,
Missouri
|
$45.2M
|
+$12.9K
|
+165
|
+0%
|
|
|
4
|
|
$38.3M
|
+$2.45M
|
+31,371
|
+7%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$22.1M
|
+$60.2K
|
+771
|
+0.3%
|
|
|
6
|
BCM Advisors
Lafayette,
Louisiana
|
$19.7M
|
-$430K
|
-5,500
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$17M
|
-$1.62M
|
-20,739
|
-9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$12M
|
+$1.06M
|
+13,589
|
+10%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$11.8M
|
-$182K
|
-2,334
|
-2%
|
|
|
10
|
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
$11.7M
|
+$103K
|
+1,320
|
+0.9%
|
|
|
11
|
Commerce Bank
Kansas City,
Missouri
|
$10.2M
|
–
|
–
|
–
|
|
|
12
|
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
|
$9.96M
|
-$685K
|
-8,769
|
-7%
|
|
|
13
|
Sound View Wealth Advisors Group
Savannah,
Georgia
|
$9.29M
|
+$8.95M
|
+114,566
|
New
|
|
|
14
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.51M
|
+$8.2M
|
+105,000
|
New
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.37M
|
-$112K
|
-1,436
|
-2%
|
|
|
16
|
Aristotle Capital Management
Los Angeles,
California
|
$7.28M
|
–
|
–
|
–
|
|
|
17
|
First Bank & Trust
Brookings,
South Dakota
|
$7.26M
|
–
|
–
|
–
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$7.23M
|
-$128K
|
-1,640
|
-2%
|
|
|
19
|
Allworth Financial
Folsom,
California
|
$6.24M
|
+$266K
|
+3,406
|
+5%
|
|
|
20
|
Clifford Swan Investment Counsel
Pasadena,
California
|
$5.82M
|
+$2.45M
|
+31,316
|
+77%
|
|
|
21
|
|
$5.78M
|
–
|
–
|
–
|
|
|
22
|
Country Club Bank
Kansas City,
Missouri
|
$5.77M
|
-$1.04M
|
-13,320
|
-16%
|
|
|
23
|
Savant Capital
Rockford,
Illinois
|
$5.46M
|
+$77.6K
|
+994
|
+1%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$5.1M
|
-$5.47M
|
-69,990
|
-53%
|
|
|
25
|
|
$5.05M
|
+$83K
|
+1,063
|
+2%
|
|
