|
51
|
Gateway Advisory
Westfield,
New Jersey
|
$10.2M
|
+$292K
|
+2,139
|
+3%
|
|
|
52
|
Appleton Partners
Boston,
Massachusetts
|
$10M
|
+$119K
|
+870
|
+1%
|
|
|
53
|
Truist Financial
Charlotte,
North Carolina
|
$9.84M
|
+$6.1M
|
+44,682
|
+165%
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$9.74M
|
+$331K
|
+2,425
|
+4%
|
|
|
55
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$9.74M
|
–
|
–
|
–
|
|
|
56
|
GYL Financial Synergies
West Hartford,
Connecticut
|
$9.48M
|
-$51.9K
|
-380
|
-0.5%
|
|
|
57
|
McGuire Investment Group
Wakefield,
Rhode Island
|
$9.26M
|
+$73.9K
|
+541
|
+0.8%
|
|
|
58
|
Raelipskie Partnership
Waterloo,
Ontario, Canada
|
$9.24M
|
+$236K
|
+1,729
|
+3%
|
|
|
59
|
Destiny Wealth Partners
Tavares,
Florida
|
$9.18M
|
+$142K
|
+1,041
|
+2%
|
|
|
60
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.17M
|
+$1.24M
|
+9,067
|
+16%
|
|
|
61
|
Creative Planning
Overland Park,
Kansas
|
$9.06M
|
+$145K
|
+1,063
|
+2%
|
|
|
62
|
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
|
$9.01M
|
+$39.7K
|
+291
|
+0.4%
|
|
|
63
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.41M
|
+$1.14M
|
+8,337
|
+16%
|
|
|
64
|
|
$8.16M
|
-$44.7K
|
-327
|
-0.5%
|
|
|
65
|
Williams Jones Wealth Management
New York
|
$8.13M
|
-$1.51M
|
-11,073
|
-16%
|
|
|
66
|
MAI Capital Management
Independence,
Ohio
|
$7.77M
|
-$126K
|
-924
|
-2%
|
|
|
67
|
Calamos Advisors
Naperville,
Illinois
|
$7.72M
|
–
|
–
|
–
|
|
|
68
|
SP Asset Management
Cupertino,
California
|
$7.62M
|
-$38.2K
|
-280
|
-0.5%
|
|
|
69
|
NTV Asset Management
Charleston,
West Virginia
|
$7.36M
|
+$83.3K
|
+610
|
+1%
|
|
|
70
|
Blume Capital Management
Berkeley,
California
|
$7.19M
|
-$52.2K
|
-382
|
-0.7%
|
|
|
71
|
Tradition Wealth Management
Edina,
Minnesota
|
$7.11M
|
-$139K
|
-1,016
|
-2%
|
|
|
72
|
William Blair & Company
Chicago,
Illinois
|
$6.96M
|
+$766K
|
+5,608
|
+12%
|
|
|
73
|
Pacific Capital Wealth Advisors
Corona,
California
|
$6.93M
|
-$173K
|
-1,270
|
-2%
|
|
|
74
|
State of Michigan Retirement System
Lansing,
Michigan
|
$6.86M
|
+$6.83M
|
+50,000
|
New
|
|
|
75
|
Mariner
Overland Park,
Kansas
|
$6.76M
|
+$1.96M
|
+14,344
|
+41%
|
|
