|
51
|
Blue Trust Inc
Alpharetta,
Georgia
|
$39.7M
|
+$37.9M
|
+369,233
|
New
|
|
|
52
|
Horizon Investments
Charlotte,
North Carolina
|
$38.6M
|
-$26.9M
|
-261,665
|
-41%
|
|
|
53
|
TD Private Client Wealth
New York
|
$38.6M
|
+$25.4M
|
+247,870
|
+192%
|
|
|
54
|
Berry Street Capital Management
London,
United Kingdom
|
$38.4M
|
+$38.5M
|
+375,000
|
New
|
|
|
55
|
Polaris Wealth Advisory Group
San Rafael,
California
|
$38.4M
|
+$38.5M
|
+374,913
|
New
|
|
|
56
|
Patton Fund Management
Dallas,
Texas
|
$37.8M
|
+$2.26M
|
+21,997
|
+6%
|
|
|
57
|
Confluence Investment Management
St. Louis,
Missouri
|
$36.8M
|
-$1.04M
|
-10,161
|
-3%
|
|
|
58
|
|
$36.8M
|
+$36.9M
|
+359,584
|
New
|
|
|
59
|
Allspring Global Investments
Charlotte,
North Carolina
|
$35.4M
|
–
|
–
|
–
|
|
|
60
|
One Day In July LLC
Burlington,
Vermont
|
$33.7M
|
+$2.45M
|
+23,878
|
+8%
|
|
|
61
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$32.3M
|
+$3.19M
|
+31,052
|
+11%
|
|
|
62
|
SG Americas Securities
New York
|
$30.7M
|
-$5.93M
|
-57,826
|
-16%
|
|
|
63
|
HSBC Holdings
London,
United Kingdom
|
$29.4M
|
+$1.83M
|
+17,876
|
+7%
|
|
|
64
|
Coldstream Capital Management
Bellevue,
Washington
|
$29.2M
|
-$21.2M
|
-206,608
|
-42%
|
|
|
65
|
GenWealth Group
Maplewood,
New Jersey
|
$28.7M
|
-$6.19M
|
-60,367
|
-18%
|
|
|
66
|
Moulton Wealth Management
Spokane,
Washington
|
$28.5M
|
–
|
–
|
–
|
|
|
67
|
Parcion Private Wealth
Bellevue,
Washington
|
$27.7M
|
-$2.72M
|
-26,486
|
-9%
|
|
|
68
|
Syntal Capital Partners
Midland,
Texas
|
$27.7M
|
+$27.8M
|
+270,806
|
New
|
|
|
69
|
Twele Capital Management
Minnetonka,
Minnesota
|
$27.1M
|
-$119K
|
-1,162
|
-0.4%
|
|
|
70
|
MML Investors Services
Springfield,
Massachusetts
|
$26.8M
|
+$14.7M
|
+143,228
|
+120%
|
|
|
71
|
Truist Financial
Charlotte,
North Carolina
|
$24.9M
|
+$2.1M
|
+20,447
|
+9%
|
|
|
72
|
|
$24.8M
|
-$1.21M
|
-11,804
|
-5%
|
|
|
73
|
Sompo Asset Management
Tokyo,
Japan
|
$24.4M
|
-$301K
|
-2,929
|
-1%
|
|
|
74
|
Rockefeller Capital Management
New York
|
$24.4M
|
-$913K
|
-8,897
|
-4%
|
|
|
75
|
Cambridge Associates
Boston,
Massachusetts
|
$24.4M
|
-$98.6K
|
-961
|
-0.4%
|
|
