|
76
|
Truist Financial
Charlotte,
North Carolina
|
$31.5M
|
-$1.69M
|
-49,334
|
-5%
|
|
|
77
|
Stephens Inc
Little Rock,
Arkansas
|
$31.1M
|
-$299K
|
-8,744
|
-1%
|
|
|
78
|
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
$29.8M
|
-$2.19M
|
-64,019
|
-7%
|
|
|
79
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$29.7M
|
-$12M
|
-350,573
|
-29%
|
|
|
80
|
Rockefeller Capital Management
New York
|
$29.3M
|
+$1.02M
|
+29,873
|
+4%
|
|
|
81
|
Naviter Wealth
Little Rock,
Arkansas
|
$29.1M
|
+$28.5M
|
+834,953
|
New
|
|
|
82
|
Cambridge Trust
Cambridge,
Massachusetts
|
$28.5M
|
+$21.2M
|
+619,205
|
+310%
|
|
|
83
|
|
$28.3M
|
-$4.16M
|
-121,846
|
-13%
|
|
|
84
|
IndexIQ Advisors
New York
|
$28M
|
+$569K
|
+16,646
|
+2%
|
|
|
85
|
TIAA FSB
Jacksonville,
Florida
|
$27.7M
|
-$908K
|
-26,556
|
-3%
|
|
|
86
|
First Command Financial Services
Fort Worth,
Texas
|
$27.1M
|
+$2.05M
|
+59,879
|
+8%
|
|
|
87
|
Mader & Shannon Wealth Management
Kansas City,
Missouri
|
$26.7M
|
+$3.4M
|
+99,485
|
+15%
|
|
|
88
|
Vigilant Capital Management
Portland,
Maine
|
$26.2M
|
+$1.35M
|
+39,434
|
+6%
|
|
|
89
|
EFG Asset Management (Americas)
Miami,
Florida
|
$25.7M
|
+$504K
|
+14,740
|
+2%
|
|
|
90
|
Parkside Investments
Deerfield,
Illinois
|
$25.3M
|
+$181K
|
+5,284
|
+0.7%
|
|
|
91
|
Highland Private Wealth Management
Bellevue,
Washington
|
$25.3M
|
+$1.86M
|
+54,363
|
+8%
|
|
|
92
|
Biltmore Family Office
Charlotte,
North Carolina
|
$24.5M
|
+$1.17M
|
+34,354
|
+5%
|
|
|
93
|
Marks Group Wealth Management
Minnetonka,
Minnesota
|
$24.5M
|
+$355K
|
+10,391
|
+1%
|
|
|
94
|
Kore Private Wealth
New York
|
$24.1M
|
-$2.7M
|
-78,926
|
-10%
|
|
|
95
|
First Command Bank
Fort Worth,
Texas
|
$24M
|
–
|
–
|
–
|
|
|
96
|
Evercore Wealth Management
New York
|
$23.7M
|
-$739K
|
-21,635
|
-3%
|
|
|
97
|
Narwhal Capital Management
Marietta,
Georgia
|
$23.1M
|
+$757K
|
+22,164
|
+3%
|
|
|
98
|
Confluence Investment Management
St. Louis,
Missouri
|
$23.1M
|
+$1.27M
|
+37,129
|
+6%
|
|
|
99
|
Bourgeon Capital Management
Darien,
Connecticut
|
$22.5M
|
+$104K
|
+3,031
|
+0.5%
|
|
|
100
|
Strategic Point Investment Advisors
Providence,
Rhode Island
|
$22.3M
|
-$4.98M
|
-145,699
|
-19%
|
|
