|
51
|
NatWest Group
Edinburgh, Scotland,
United Kingdom
|
$38.6M
|
-$2.35M
|
-83,770
|
-6%
|
|
|
52
|
Lenox Wealth Advisors
New York
|
$38M
|
+$403K
|
+14,350
|
+1%
|
|
|
53
|
TIAA CREF Trust
St Louis,
Missouri
|
$37.5M
|
+$3.95M
|
+140,730
|
+12%
|
|
|
54
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37M
|
-$422K
|
-15,005
|
-1%
|
|
|
55
|
Ballentine Partners
Waltham,
Massachusetts
|
$35.8M
|
-$402K
|
-14,290
|
-1%
|
|
|
56
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$35.7M
|
+$393K
|
+13,970
|
+1%
|
|
|
57
|
Sand Hill Global Advisors
Palo Alto,
California
|
$35.2M
|
-$4.9M
|
-174,365
|
-13%
|
|
|
58
|
BlackRock Investment Management
Wilmington,
Delaware
|
$35M
|
+$1.05M
|
+37,530
|
+3%
|
|
|
59
|
Lazard Asset Management
New York
|
$34.9M
|
+$985K
|
+35,060
|
+3%
|
|
|
60
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$33.6M
|
+$1.2M
|
+42,705
|
+4%
|
|
|
61
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$32.6M
|
+$1.73M
|
+61,570
|
+6%
|
|
|
62
|
Capital Investment Advisors
Atlanta,
Georgia
|
$31.8M
|
+$659K
|
+23,440
|
+2%
|
|
|
63
|
Destination Wealth Management
Walnut Creek,
California
|
$31.1M
|
-$55.5K
|
-1,975
|
-0.2%
|
|
|
64
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$29.9M
|
+$946K
|
+33,655
|
+3%
|
|
|
65
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$29.1M
|
-$154K
|
-5,470
|
-0.5%
|
|
|
66
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$28.9M
|
+$1.05M
|
+37,300
|
+4%
|
|
|
67
|
Planning Alternatives
Birmingham,
Michigan
|
$28.9M
|
+$7.91M
|
+281,595
|
+39%
|
|
|
68
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$28.8M
|
-$24.6M
|
-876,110
|
-47%
|
|
|
69
|
US Bancorp
Minneapolis,
Minnesota
|
$28.3M
|
+$94K
|
+3,345
|
+0.3%
|
|
|
70
|
Mariner
Overland Park,
Kansas
|
$27M
|
+$1.79M
|
+63,535
|
+7%
|
|
|
71
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$26.6M
|
+$421K
|
+15,000
|
+2%
|
|
|
72
|
State of Michigan Retirement System
Lansing,
Michigan
|
$26.3M
|
-$1.22M
|
-43,500
|
-5%
|
|
|
73
|
TD Ameritrade Trust
Denver,
Colorado
|
$26.1M
|
-$141K
|
-5,010
|
-0.6%
|
|
|
74
|
Truist Financial
Charlotte,
North Carolina
|
$25.2M
|
+$1.65M
|
+58,590
|
+7%
|
|
|
75
|
Northwestern Mutual Investment Services
Milwaukee,
Wisconsin
|
$25.1M
|
+$2.64M
|
+93,790
|
+12%
|
|
