|
51
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$21.1M
|
-$576K
|
-11,930
|
-3%
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$20.9M
|
+$1.95M
|
+40,414
|
+11%
|
|
|
53
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.2M
|
+$5.85M
|
+121,056
|
+43%
|
|
|
54
|
Veritable
Wilmington,
Delaware
|
$19.8M
|
+$148K
|
+3,058
|
+0.8%
|
|
|
55
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$19.4M
|
+$914K
|
+18,910
|
+5%
|
|
|
56
|
Choate Investment Advisors
Boston,
Massachusetts
|
$19.2M
|
+$4.15M
|
+85,914
|
+29%
|
|
|
57
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$18.7M
|
-$274K
|
-5,670
|
-1%
|
|
|
58
|
BOK Financial
Tulsa,
Oklahoma
|
$18.4M
|
+$241K
|
+4,984
|
+1%
|
|
|
59
|
Chesley Taft & Associates
Chicago,
Illinois
|
$18.1M
|
+$534K
|
+11,050
|
+3%
|
|
|
60
|
Huntington National Bank
Columbus,
Ohio
|
$18.1M
|
–
|
–
|
–
|
|
|
61
|
Trust Company of the Ozarks
Springfield,
Missouri
|
$17.8M
|
-$125K
|
-2,584
|
-0.7%
|
|
|
62
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.8M
|
+$1.29M
|
+26,768
|
+8%
|
|
|
63
|
Hancock Whitney
Gulfport,
Mississippi
|
$17.7M
|
-$4.27M
|
-88,376
|
-20%
|
|
|
64
|
Pacific Financial Group
Bellevue,
Washington
|
$16.9M
|
+$10.7M
|
+222,104
|
+191%
|
|
|
65
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$16.6M
|
-$212K
|
-4,386
|
-1%
|
|
|
66
|
Creative Planning
Overland Park,
Kansas
|
$16.6M
|
+$473K
|
+9,798
|
+3%
|
|
|
67
|
HeadInvest LLC
Portland,
Maine
|
$16M
|
-$1.16M
|
-23,970
|
-7%
|
|
|
68
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$15.4M
|
+$1.78M
|
+36,776
|
+14%
|
|
|
69
|
Legacy Private Trust
Neenah,
Wisconsin
|
$15.3M
|
-$782K
|
-16,196
|
-5%
|
|
|
70
|
Haberer Registered Investment Advisor
Cincinnati,
Ohio
|
$15M
|
-$5.07M
|
-104,940
|
-26%
|
|
|
71
|
SG Americas Securities
New York
|
$15M
|
+$14.5M
|
+299,880
|
New
|
|
|
72
|
QCI Asset Management
Pittsford,
New York
|
$14.9M
|
+$119K
|
+2,472
|
+0.8%
|
|
|
73
|
Baird
Milwaukee,
Wisconsin
|
$14.6M
|
+$1.43M
|
+29,668
|
+11%
|
|
|
74
|
Bridges Investment Management
Omaha,
Nebraska
|
$14M
|
+$170K
|
+3,528
|
+1%
|
|
|
75
|
Bank of Stockton
Stockton,
California
|
$13.7M
|
+$688K
|
+14,240
|
+5%
|
|
