|
26
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$126M
|
+$7.44M
|
+148,099
|
+6%
|
|
|
27
|
Equitable Trust
Nashville,
Tennessee
|
$122M
|
-$5.6M
|
-111,530
|
-4%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$113M
|
+$4.99M
|
+99,319
|
+5%
|
|
|
29
|
Proficio Capital Partners
Newton,
Massachusetts
|
$111M
|
+$4.45M
|
+88,620
|
+4%
|
|
|
30
|
Stifel Financial
St. Louis,
Missouri
|
$102M
|
+$17.6M
|
+350,559
|
+21%
|
|
|
31
|
GM Advisory Group
Melville,
New York
|
$102M
|
+$1.8M
|
+35,827
|
+2%
|
|
|
32
|
Tocqueville Asset Management
New York
|
$99M
|
-$1.19M
|
-23,601
|
-1%
|
|
|
33
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$92.1M
|
+$1.31M
|
+26,057
|
+1%
|
|
|
34
|
Chevy Chase Trust
Bethesda,
Maryland
|
$91.2M
|
+$6.96M
|
+138,592
|
+8%
|
|
|
35
|
|
$87M
|
–
|
–
|
–
|
|
|
36
|
Money Design
Tokyo,
Japan
|
$82.3M
|
+$2.47M
|
+49,061
|
+3%
|
|
|
37
|
Rockefeller Capital Management
New York
|
$78.7M
|
+$4.78M
|
+95,040
|
+6%
|
|
|
38
|
Moon Capital Management
New York
|
$77.2M
|
–
|
–
|
–
|
|
|
39
|
J.M. Forbes & Co
Boston,
Massachusetts
|
$69.1M
|
+$572K
|
+11,375
|
+0.8%
|
|
|
40
|
First Command Advisory Services
Fort Worth,
Texas
|
$68.2M
|
-$1.09M
|
-21,743
|
-2%
|
|
|
41
|
|
$67.6M
|
+$4.39M
|
+87,311
|
+7%
|
|
|
42
|
Central Trust Company
Jefferson City,
Missouri
|
$66.5M
|
-$6.3M
|
-125,399
|
-9%
|
|
|
43
|
Neuberger Berman Group
New York
|
$66.3M
|
+$6.39M
|
+127,253
|
+11%
|
|
|
44
|
Mariner
Overland Park,
Kansas
|
$64.7M
|
+$2.93M
|
+58,267
|
+5%
|
|
|
45
|
Cresset Asset Management
Chicago,
Illinois
|
$64.2M
|
+$2.84M
|
+56,499
|
+5%
|
|
|
46
|
Tanglewood Wealth Management
Houston,
Texas
|
$63.5M
|
+$2.88M
|
+57,373
|
+5%
|
|
|
47
|
|
$60.3M
|
+$20M
|
+398,242
|
+49%
|
|
|
48
|
Franklin Resources
San Mateo,
California
|
$59.8M
|
-$2.4M
|
-47,768
|
-4%
|
|
|
49
|
Osaic Holdings
Scottsdale,
Arizona
|
$57.5M
|
+$3.8M
|
+75,599
|
+7%
|
|
|
50
|
Bank of New York Mellon
New York
|
$56.3M
|
+$3.13M
|
+62,195
|
+6%
|
|
