|
26
|
National Philanthropic Trust
Jenkintown,
Pennsylvania
|
$19.9M
|
+$8.68M
|
+67,893
|
+71%
|
|
|
27
|
|
$19.8M
|
+$3.72M
|
+29,069
|
+22%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$19M
|
+$264K
|
+2,061
|
+1%
|
|
|
29
|
Beacon Pointe Advisors
Newport Beach,
California
|
$17.6M
|
+$5.32M
|
+41,641
|
+40%
|
|
|
30
|
Gemmer Asset Management
Walnut Creek,
California
|
$16.8M
|
+$279K
|
+2,186
|
+2%
|
|
|
31
|
Focus Partners Wealth
Boston,
Massachusetts
|
$16.6M
|
-$709K
|
-5,544
|
-4%
|
|
|
32
|
Fiduciary Trust
Boston,
Massachusetts
|
$16.6M
|
-$18.7K
|
-146
|
-0.1%
|
|
|
33
|
Manchester Capital Management
Manchester,
Vermont
|
$16.4M
|
-$446K
|
-3,486
|
-3%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.6M
|
-$3.63M
|
-28,414
|
-18%
|
|
|
35
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$13.8M
|
+$2.34M
|
+18,313
|
+19%
|
|
|
36
|
Natural Investments
Windsor,
California
|
$11.9M
|
-$118K
|
-925
|
-0.9%
|
|
|
37
|
PFG Investments
Woodbury,
New York
|
$11.6M
|
+$322K
|
+2,518
|
+3%
|
|
|
38
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$11.6M
|
-$290K
|
-2,269
|
-2%
|
|
|
39
|
HighTower Advisors
Chicago,
Illinois
|
$11.2M
|
+$1.44M
|
+11,290
|
+14%
|
|
|
40
|
|
$11.1M
|
-$163K
|
-1,275
|
-1%
|
|
|
41
|
Private Advisor Group
Morristown,
New Jersey
|
$10.9M
|
-$129K
|
-1,007
|
-1%
|
|
|
42
|
MML Investors Services
Springfield,
Massachusetts
|
$10.8M
|
-$2.42M
|
-18,961
|
-18%
|
|
|
43
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$10.1M
|
+$83.6K
|
+654
|
+0.8%
|
|
|
44
|
Trillium Asset Management
Boston,
Massachusetts
|
$9.55M
|
-$546K
|
-4,269
|
-3%
|
|
|
45
|
Mascoma Wealth Management
Hanover,
New Hampshire
|
$8.78M
|
-$863K
|
-6,749
|
-9%
|
|
|
46
|
Miracle Mile Advisors
Los Angeles,
California
|
$8.58M
|
-$952K
|
-7,446
|
-10%
|
|
|
47
|
Brio Consultants
San Francisco,
California
|
$8.56M
|
+$511K
|
+3,998
|
+7%
|
|
|
48
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$8.5M
|
+$7.77M
|
+60,767
|
+650%
|
|
|
49
|
SCS Capital Management
Boston,
Massachusetts
|
$8.38M
|
–
|
–
|
–
|
|
|
50
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.26M
|
-$121K
|
-950
|
-1%
|
|
