|
26
|
Asset Allocation & Management Company
Chicago,
Illinois
|
$71.9M
|
+$71.9M
|
+1,340,000
|
New
|
|
|
27
|
Summitry LLC
Foster City,
California
|
$67.5M
|
+$1.49M
|
+27,824
|
+2%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$55.4M
|
+$44.6M
|
+830,967
|
+410%
|
|
|
29
|
Destination Wealth Management
Walnut Creek,
California
|
$52.1M
|
+$1.11M
|
+20,765
|
+2%
|
|
|
30
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$49M
|
+$2.04M
|
+37,991
|
+4%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$48.5M
|
+$3M
|
+55,973
|
+7%
|
|
|
32
|
One Capital Management
Westlake Village,
California
|
$47.3M
|
+$4.6M
|
+85,784
|
+11%
|
|
|
33
|
AssetMark Inc
Concord,
California
|
$42.6M
|
+$27.9M
|
+520,549
|
+190%
|
|
|
34
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$41.8M
|
+$239K
|
+4,454
|
+0.6%
|
|
|
35
|
Mercer Global Advisors
Denver,
Colorado
|
$41.4M
|
-$464K
|
-8,652
|
-1%
|
|
|
36
|
Fiduciary Group
Savannah,
Georgia
|
$40.2M
|
+$8.37M
|
+156,127
|
+26%
|
|
|
37
|
Raymond James & Associates
St Petersburg,
Florida
|
$38.7M
|
-$1.02M
|
-19,049
|
-3%
|
|
|
38
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$37.7M
|
+$12.9M
|
+239,620
|
+52%
|
|
|
39
|
United Capital Financial Advisors
Irving,
Texas
|
$37.2M
|
-$702K
|
-13,091
|
-2%
|
|
|
40
|
Conning Inc
Hartford,
Connecticut
|
$37.2M
|
+$32.2M
|
+601,057
|
+652%
|
|
|
41
|
Fosun International
Hong Kong,
China
|
$37.2M
|
+$37.2M
|
+693,256
|
New
|
|
|
42
|
Davenport & Co
Richmond,
Virginia
|
$36.5M
|
+$6.95M
|
+129,532
|
+23%
|
|
|
43
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$35.5M
|
+$644K
|
+12,012
|
+2%
|
|
|
44
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$31.1M
|
-$626K
|
-11,671
|
-2%
|
|
|
45
|
Parcion Private Wealth
Bellevue,
Washington
|
$31M
|
+$31M
|
+577,382
|
New
|
|
|
46
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.8M
|
+$8.47M
|
+157,878
|
+38%
|
|
|
47
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$30.3M
|
+$9.89M
|
+184,344
|
+49%
|
|
|
48
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$29M
|
+$4.04M
|
+75,382
|
+16%
|
|
|
49
|
Huntington National Bank
Columbus,
Ohio
|
$28.1M
|
–
|
–
|
–
|
|
|
50
|
Evensky & Katz
Coral Gables,
Florida
|
$28M
|
-$37.9K
|
-706
|
-0.1%
|
|
