|
51
|
Ballentine Partners
Waltham,
Massachusetts
|
$24.6M
|
-$359K
|
-6,648
|
-1%
|
|
|
52
|
Truist Financial
Charlotte,
North Carolina
|
$24.5M
|
+$952K
|
+17,616
|
+4%
|
|
|
53
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$24.2M
|
+$2.42M
|
+44,680
|
+11%
|
|
|
54
|
Capital Investment Advisors
Atlanta,
Georgia
|
$23.5M
|
+$651K
|
+12,034
|
+3%
|
|
|
55
|
Aft Forsyth & Sober
Valrico,
Florida
|
$23.3M
|
-$44.4M
|
-820,540
|
-66%
|
|
|
56
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$23.2M
|
+$192K
|
+3,546
|
+0.8%
|
|
|
57
|
BOK Financial
Tulsa,
Oklahoma
|
$20.7M
|
-$341K
|
-6,312
|
-2%
|
|
|
58
|
Trust Company of the Ozarks
Springfield,
Missouri
|
$20.5M
|
+$613K
|
+11,348
|
+3%
|
|
|
59
|
Bar Harbor Wealth Management
Concord,
New Hampshire
|
$20.4M
|
+$68.5K
|
+1,268
|
+0.3%
|
|
|
60
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$20.4M
|
-$1.55M
|
-28,616
|
-7%
|
|
|
61
|
United Capital Financial Advisors
Irving,
Texas
|
$20M
|
+$1.89M
|
+35,030
|
+11%
|
|
|
62
|
Credit Suisse
Zurich,
Switzerland
|
$19.9M
|
+$2.12M
|
+39,152
|
+12%
|
|
|
63
|
Chesley Taft & Associates
Chicago,
Illinois
|
$19.5M
|
+$233K
|
+4,312
|
+1%
|
|
|
64
|
Veritable
Wilmington,
Delaware
|
$19.1M
|
-$85.7K
|
-1,586
|
-0.5%
|
|
|
65
|
Baird
Milwaukee,
Wisconsin
|
$18.1M
|
-$667K
|
-12,334
|
-4%
|
|
|
66
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$18.1M
|
-$376K
|
-6,956
|
-2%
|
|
|
67
|
Creative Planning
Overland Park,
Kansas
|
$18M
|
-$431K
|
-7,966
|
-2%
|
|
|
68
|
Hancock Whitney
Gulfport,
Mississippi
|
$17.3M
|
-$2.19M
|
-40,440
|
-11%
|
|
|
69
|
HeadInvest LLC
Portland,
Maine
|
$17.1M
|
-$131K
|
-2,420
|
-0.8%
|
|
|
70
|
Choate Investment Advisors
Boston,
Massachusetts
|
$16.5M
|
-$2.77M
|
-51,318
|
-15%
|
|
|
71
|
TIAA CREF Trust
St Louis,
Missouri
|
$16M
|
+$1.47M
|
+27,278
|
+10%
|
|
|
72
|
Wilmington Trust
Wilmington,
Delaware
|
$15.8M
|
-$4.35M
|
-80,484
|
-22%
|
|
|
73
|
Bridges Investment Management
Omaha,
Nebraska
|
$15.8M
|
-$163K
|
-3,020
|
-1%
|
|
|
74
|
Chevy Chase Trust
Bethesda,
Maryland
|
$15.7M
|
+$975K
|
+18,026
|
+7%
|
|
|
75
|
Bank of Stockton
Stockton,
California
|
$15.5M
|
+$105K
|
+1,938
|
+0.7%
|
|
