|
51
|
Members Trust
Tampa,
Florida
|
$352M
|
+$79.1M
|
+847,463
|
+28%
|
|
|
52
|
SignatureFD
Atlanta,
Georgia
|
$329M
|
+$9.93M
|
+106,426
|
+3%
|
|
|
53
|
Grimes & Company
Westborough,
Massachusetts
|
$324M
|
+$245K
|
+2,630
|
+0.1%
|
|
|
54
|
Bell Bank
Fargo,
North Dakota
|
$321M
|
+$8.75M
|
+93,744
|
+3%
|
|
|
55
|
Allspring Global Investments
Charlotte,
North Carolina
|
$321M
|
-$95M
|
-1,017,834
|
-23%
|
|
|
56
|
SEI Investments
Oaks,
Pennsylvania
|
$321M
|
-$10.1M
|
-107,960
|
-3%
|
|
|
57
|
Modera Wealth Management
Westwood,
New Jersey
|
$319M
|
+$2.12M
|
+22,749
|
+0.6%
|
|
|
58
|
TD Private Client Wealth
New York
|
$307M
|
+$24.4M
|
+261,720
|
+8%
|
|
|
59
|
Corient Private Wealth
Miami,
Florida
|
$302M
|
+$1.04M
|
+11,159
|
+0.3%
|
|
|
60
|
&Partners
Nashville,
Tennessee
|
$299M
|
+$15.8M
|
+168,924
|
+5%
|
|
|
61
|
RiverFront Investment Group
Richmond,
Virginia
|
$296M
|
+$11.2M
|
+119,638
|
+4%
|
|
|
62
|
|
$284M
|
+$292M
|
+3,131,435
|
+54,384%
|
|
|
63
|
Stairway Partners
Chicago,
Illinois
|
$280M
|
-$892K
|
-9,558
|
-0.3%
|
|
|
64
|
Heritage Wealth Advisors
Richmond,
Virginia
|
$279M
|
+$21.2M
|
+227,620
|
+8%
|
|
|
65
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$268M
|
+$10.4M
|
+111,133
|
+4%
|
|
|
66
|
Steward Partners Investment Advisory
New York
|
$262M
|
+$5.6M
|
+60,038
|
+2%
|
|
|
67
|
Focus Partners Wealth
Boston,
Massachusetts
|
$262M
|
-$5.12M
|
-54,869
|
-2%
|
|
|
68
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$261M
|
-$562M
|
-6,020,726
|
-68%
|
|
|
69
|
Rockefeller Capital Management
New York
|
$260M
|
+$23.9M
|
+256,226
|
+10%
|
|
|
70
|
Nomura Asset Management International
Philadelphia,
Pennsylvania
|
$258M
|
-$103M
|
-1,105,166
|
-28%
|
|
|
71
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$258M
|
-$30.7M
|
-328,720
|
-10%
|
|
|
72
|
Creative Planning
Overland Park,
Kansas
|
$249M
|
+$6.48M
|
+69,482
|
+3%
|
|
|
73
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$243M
|
+$14.8M
|
+159,101
|
+6%
|
|
|
74
|
First Command Advisory Services
Fort Worth,
Texas
|
$236M
|
-$609K
|
-6,526
|
-0.2%
|
|
|
75
|
Hantz Financial Services
Southfield,
Michigan
|
$234M
|
+$20.2M
|
+216,735
|
+9%
|
|
