|
26
|
Equitable Trust
Nashville,
Tennessee
|
$115M
|
-$3.61M
|
-81,638
|
-3%
|
|
|
27
|
Truist Financial
Charlotte,
North Carolina
|
$108M
|
+$59.2M
|
+1,339,100
|
+119%
|
|
|
28
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$100M
|
+$6.48M
|
+146,568
|
+7%
|
|
|
29
|
Proficio Capital Partners
Newton,
Massachusetts
|
$94.2M
|
+$1.97M
|
+44,515
|
+2%
|
|
|
30
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$91M
|
-$4.18M
|
-94,666
|
-4%
|
|
|
31
|
Tocqueville Asset Management
New York
|
$90M
|
-$10.1M
|
-227,734
|
-10%
|
|
|
32
|
GM Advisory Group
Melville,
New York
|
$88.3M
|
-$288K
|
-6,508
|
-0.3%
|
|
|
33
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$86.4M
|
-$1.63M
|
-36,918
|
-2%
|
|
|
34
|
|
$77.2M
|
-$1.1M
|
-25,000
|
-1%
|
|
|
35
|
Stifel Financial
St. Louis,
Missouri
|
$72.3M
|
+$2.65M
|
+60,079
|
+4%
|
|
|
36
|
Chevy Chase Trust
Bethesda,
Maryland
|
$71.8M
|
-$1.93M
|
-43,575
|
-3%
|
|
|
37
|
Money Design
Tokyo,
Japan
|
$71.4M
|
+$2.07M
|
+46,863
|
+3%
|
|
|
38
|
Moon Capital Management
New York
|
$68.5M
|
–
|
–
|
–
|
|
|
39
|
Central Trust Company
Jefferson City,
Missouri
|
$66M
|
-$1.81M
|
-41,047
|
-3%
|
|
|
40
|
|
$65.6M
|
-$40.7M
|
-921,974
|
-38%
|
|
|
41
|
Bank of New York Mellon
New York
|
$64.2M
|
+$25.7M
|
+581,671
|
+66%
|
|
|
42
|
First Command Advisory Services
Fort Worth,
Texas
|
$61.9M
|
-$2.3M
|
-52,096
|
-4%
|
|
|
43
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$61.1M
|
+$1.17M
|
+26,489
|
+2%
|
|
|
44
|
Rockefeller Capital Management
New York
|
$58.4M
|
+$3.17M
|
+71,749
|
+6%
|
|
|
45
|
Cresset Asset Management
Chicago,
Illinois
|
$56.7M
|
+$13.8M
|
+312,552
|
+32%
|
|
|
46
|
Mariner
Overland Park,
Kansas
|
$55.1M
|
+$3.47M
|
+78,593
|
+7%
|
|
|
47
|
Franklin Resources
San Mateo,
California
|
$54.8M
|
-$865K
|
-19,581
|
-2%
|
|
|
48
|
|
$54.5M
|
+$2.78M
|
+62,911
|
+5%
|
|
|
49
|
Neuberger Berman Group
New York
|
$53.3M
|
-$99.7K
|
-2,255
|
-0.2%
|
|
|
50
|
Tanglewood Wealth Management
Houston,
Texas
|
$53.1M
|
+$151K
|
+3,407
|
+0.3%
|
|
