|
26
|
Kabouter Management
Chicago,
Illinois
|
$44.8M
|
-$15.5M
|
-272,011
|
-27%
|
|
|
27
|
Corient Private Wealth
Miami,
Florida
|
$41.8M
|
-$1.5M
|
-26,232
|
-4%
|
|
|
28
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$40.6M
|
-$32.2M
|
-564,576
|
-46%
|
|
|
29
|
One Capital Management
Westlake Village,
California
|
$39.2M
|
-$964K
|
-16,878
|
-3%
|
|
|
30
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$38.6M
|
+$1.43M
|
+25,063
|
+4%
|
|
|
31
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$35.9M
|
+$1.6M
|
+28,009
|
+5%
|
|
|
32
|
Ballentine Partners
Waltham,
Massachusetts
|
$35.3M
|
-$3.87M
|
-67,714
|
-11%
|
|
|
33
|
Coldstream Capital Management
Bellevue,
Washington
|
$35.1M
|
+$1.75M
|
+30,592
|
+6%
|
|
|
34
|
Franklin Resources
San Mateo,
California
|
$33.7M
|
-$4.66M
|
-81,652
|
-13%
|
|
|
35
|
Avantax Advisory Services
Dallas,
Texas
|
$32.8M
|
+$1.4M
|
+24,473
|
+5%
|
|
|
36
|
LPL Financial
San Diego,
California
|
$32.5M
|
+$396K
|
+6,937
|
+1%
|
|
|
37
|
Focus Partners Wealth
Boston,
Massachusetts
|
$30.9M
|
+$28.5M
|
+499,309
|
New
|
|
|
38
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$30.4M
|
+$568K
|
+9,944
|
+2%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$27.1M
|
-$2.65M
|
-46,423
|
-10%
|
|
|
40
|
Choreo LLC
Rockford,
Illinois
|
$26.2M
|
+$1.75M
|
+30,595
|
+8%
|
|
|
41
|
Plancorp LLC
Saint Louis,
Missouri
|
$26.1M
|
+$739K
|
+12,941
|
+3%
|
|
|
42
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$25.5M
|
+$21.4K
|
+374
|
+0.1%
|
|
|
43
|
Equitable Holdings
New York
|
$25M
|
-$713K
|
-12,486
|
-3%
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$24.7M
|
-$648K
|
-11,343
|
-3%
|
|
|
45
|
Baker Avenue Asset Management
San Francisco,
California
|
$24.6M
|
+$2.76M
|
+48,279
|
+14%
|
|
|
46
|
Mariner
Overland Park,
Kansas
|
$21.8M
|
+$11.6M
|
+202,353
|
+135%
|
|
|
47
|
Wellington Management Group
Boston,
Massachusetts
|
$21.6M
|
-$12.1M
|
-212,590
|
-38%
|
|
|
48
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$20.2M
|
+$935K
|
+16,362
|
+5%
|
|
|
49
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19.5M
|
-$1.66M
|
-29,057
|
-8%
|
|
|
50
|
Bear Mountain Capital
Seattle,
Washington
|
$18.3M
|
+$17.4M
|
+304,991
|
New
|
|
