|
51
|
Parametric Portfolio Associates
Seattle,
Washington
|
$26M
|
+$3.04M
|
+57,364
|
+13%
|
|
|
52
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$23.1M
|
+$1.59M
|
+29,946
|
+7%
|
|
|
53
|
Endurance Wealth Management
Providence,
Rhode Island
|
$21.9M
|
-$115K
|
-2,174
|
-0.5%
|
|
|
54
|
Evensky & Katz
Coral Gables,
Florida
|
$21.1M
|
+$2.17M
|
+41,032
|
+11%
|
|
|
55
|
Welch & Forbes
Boston,
Massachusetts
|
$20.9M
|
+$971K
|
+18,336
|
+5%
|
|
|
56
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$20.9M
|
+$20.9M
|
+394,668
|
New
|
|
|
57
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$20.4M
|
+$1.27M
|
+24,076
|
+7%
|
|
|
58
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$19.7M
|
-$12.7M
|
-239,104
|
-39%
|
|
|
59
|
Relative Value Partners Group
|
$19.6M
|
+$19.7M
|
+371,294
|
New
|
|
|
60
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$19M
|
+$1.05M
|
+19,798
|
+6%
|
|
|
61
|
AssetMark Inc
Concord,
California
|
$19M
|
-$31.4M
|
-592,542
|
-62%
|
|
|
62
|
Cedar Hill Associates
Chicago,
Illinois
|
$18.6M
|
-$789K
|
-14,900
|
-4%
|
|
|
63
|
Gradient Investments
Arden Hills,
Minnesota
|
$18.4M
|
+$3.76M
|
+70,968
|
+26%
|
|
|
64
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$17.6M
|
+$643K
|
+12,156
|
+4%
|
|
|
65
|
Cornerstone Management
Duluth,
Georgia
|
$17.5M
|
+$1.56M
|
+29,408
|
+10%
|
|
|
66
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17.5M
|
-$402K
|
-7,604
|
-2%
|
|
|
67
|
Truist Financial
Charlotte,
North Carolina
|
$17.4M
|
+$990K
|
+18,700
|
+6%
|
|
|
68
|
Beacon Trust
Morristown,
New Jersey
|
$17.1M
|
+$1.61M
|
+30,348
|
+10%
|
|
|
69
|
First Washington Corp
Seattle,
Washington
|
$16.7M
|
-$127K
|
-2,400
|
-0.8%
|
|
|
70
|
Manning & Napier Advisors
Fairport,
New York
|
$16.1M
|
–
|
–
|
–
|
|
|
71
|
Probity Advisors
Dallas,
Texas
|
$15.9M
|
-$10.3M
|
-194,812
|
-66%
|
|
|
72
|
Wolverine Trading
Chicago,
Illinois
|
$15.8M
|
+$15.8M
|
+298,196
|
New
|
|
|
73
|
Cypress Capital Group
Palm Beach,
Florida
|
$15.8M
|
+$2.76M
|
+52,120
|
+21%
|
|
|
74
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15.7M
|
-$19M
|
-359,338
|
-55%
|
|
|
75
|
UMB Bank
Kansas City,
Missouri
|
$15.5M
|
+$392K
|
+7,408
|
+3%
|
|
