|
26
|
Allianz Asset Management
Munich,
Germany
|
$30M
|
+$1.61M
|
+15,180
|
+6%
|
|
|
27
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$29.5M
|
+$1.87M
|
+17,656
|
+7%
|
|
|
28
|
Wells Fargo
San Francisco,
California
|
$28.3M
|
+$12.1M
|
+114,697
|
+77%
|
|
|
29
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$25.5M
|
+$631K
|
+5,961
|
+3%
|
|
|
30
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$24.5M
|
+$1.62M
|
+15,296
|
+7%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24M
|
-$1.58M
|
-14,918
|
-6%
|
|
|
32
|
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
|
$22.5M
|
-$645K
|
-6,093
|
-3%
|
|
|
33
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$21.5M
|
-$651K
|
-6,151
|
-3%
|
|
|
34
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$21.1M
|
+$1.92M
|
+18,132
|
+10%
|
|
|
35
|
Davenport & Co
Richmond,
Virginia
|
$20.1M
|
+$1.44M
|
+13,565
|
+8%
|
|
|
36
|
First Citizens Bank & Trust
Raleigh,
North Carolina
|
$18.7M
|
+$870K
|
+8,219
|
+5%
|
|
|
37
|
Country Club Bank
Kansas City,
Missouri
|
$18.4M
|
-$400K
|
-3,780
|
-2%
|
|
|
38
|
New York Life Investment Management
New York
|
$18.1M
|
-$5.06M
|
-47,792
|
-22%
|
|
|
39
|
Meridian Management
Little Rock,
Arkansas
|
$17.7M
|
+$535K
|
+5,051
|
+3%
|
|
|
40
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.5M
|
+$1.4M
|
+13,203
|
+9%
|
|
|
41
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$17.3M
|
+$695K
|
+6,564
|
+4%
|
|
|
42
|
LPL Financial
San Diego,
California
|
$16.4M
|
+$3.97M
|
+37,534
|
+32%
|
|
|
43
|
Bessemer Group
Woodbridge,
New Jersey
|
$15.9M
|
+$988K
|
+9,339
|
+7%
|
|
|
44
|
Washington Trust
Westerly,
Rhode Island
|
$15M
|
+$679K
|
+6,415
|
+5%
|
|
|
45
|
Greenwood Capital Associates
Greenwood,
South Carolina
|
$14.3M
|
+$358K
|
+3,384
|
+3%
|
|
|
46
|
V-Square Quantitative Management
Chicago,
Illinois
|
$14.1M
|
-$31.9M
|
-301,714
|
-70%
|
|
|
47
|
Charles Schwab
San Francisco,
California
|
$13.9M
|
-$965K
|
-9,119
|
-7%
|
|
|
48
|
Truist Financial
Charlotte,
North Carolina
|
$13.1M
|
+$7.08M
|
+66,916
|
+122%
|
|
|
49
|
Independent Solutions Wealth Management
Williamsville,
New York
|
$12.8M
|
-$192K
|
-1,818
|
-2%
|
|
|
50
|
First American Trust
Santa Ana,
California
|
$12.5M
|
+$1.12M
|
+10,570
|
+10%
|
|
