|
26
|
Coldstream Capital Management
Bellevue,
Washington
|
$39.5M
|
+$1.1M
|
+17,579
|
+3%
|
|
|
27
|
One Capital Management
Westlake Village,
California
|
$39.1M
|
-$1.84M
|
-29,369
|
-4%
|
|
|
28
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$37.1M
|
-$497K
|
-7,921
|
-1%
|
|
|
29
|
Franklin Resources
San Mateo,
California
|
$37.1M
|
+$1.6M
|
+25,521
|
+4%
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$36.4M
|
+$1.38M
|
+22,031
|
+4%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$36.2M
|
+$3.98M
|
+63,452
|
+12%
|
|
|
32
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$33.2M
|
-$4.21M
|
-67,130
|
-11%
|
|
|
33
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$30.1M
|
-$87K
|
-1,388
|
-0.3%
|
|
|
34
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$29.5M
|
-$8.9K
|
-142
|
-0%
|
|
|
35
|
Ballentine Partners
Waltham,
Massachusetts
|
$28.5M
|
-$1.38M
|
-21,962
|
-5%
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$27.3M
|
-$325K
|
-5,181
|
-1%
|
|
|
37
|
Baker Avenue Asset Management
San Francisco,
California
|
$26.1M
|
+$711K
|
+11,337
|
+3%
|
|
|
38
|
Plancorp LLC
Saint Louis,
Missouri
|
$26M
|
-$49.6K
|
-791
|
-0.2%
|
|
|
39
|
Choreo LLC
Rockford,
Illinois
|
$24.8M
|
+$654K
|
+10,436
|
+3%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$24.4M
|
-$653K
|
-10,410
|
-3%
|
|
|
41
|
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
|
$22.5M
|
+$1.39M
|
+22,189
|
+6%
|
|
|
42
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$21.4M
|
+$2.6M
|
+41,404
|
+14%
|
|
|
43
|
Arvest Trust
Bartlesville,
Oklahoma
|
$20.7M
|
+$21M
|
+335,431
|
New
|
|
|
44
|
Wellington Management Group
Boston,
Massachusetts
|
$19.9M
|
+$2.95M
|
+47,019
|
+17%
|
|
|
45
|
Equitable Holdings
New York
|
$19.6M
|
-$2.64M
|
-42,069
|
-12%
|
|
|
46
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$18.9M
|
+$305K
|
+4,863
|
+2%
|
|
|
47
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$18.9M
|
+$527K
|
+8,403
|
+3%
|
|
|
48
|
Bear Mountain Capital
Seattle,
Washington
|
$18.8M
|
+$74.9K
|
+1,195
|
+0.4%
|
|
|
49
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$18.5M
|
+$1.29M
|
+20,529
|
+7%
|
|
|
50
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$18M
|
-$632K
|
-10,081
|
-3%
|
|
