|
51
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$10.4M
|
+$1.82M
|
+39,929
|
+21%
|
|
|
52
|
Crabel Capital Management
Los Angeles,
California
|
$10.4M
|
+$2.82M
|
+61,935
|
+38%
|
|
|
53
|
Galvin Gaustad & Stein
Scottsdale,
Arizona
|
$10.3M
|
-$142K
|
-3,113
|
-1%
|
|
|
54
|
Stifel Financial
St. Louis,
Missouri
|
$9.7M
|
-$3.5M
|
-76,918
|
-27%
|
|
|
55
|
Conning Inc
Hartford,
Connecticut
|
$9.63M
|
–
|
–
|
–
|
|
|
56
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$9.58M
|
+$363K
|
+7,972
|
+4%
|
|
|
57
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$9.35M
|
+$1.41M
|
+31,068
|
+18%
|
|
|
58
|
Matthew Goff Investment Advisor
Houston,
Texas
|
$9.28M
|
+$2.2M
|
+48,397
|
+31%
|
|
|
59
|
Main Management
San Francisco,
California
|
$9.04M
|
+$2.34M
|
+51,428
|
+35%
|
|
|
60
|
Truist Financial
Charlotte,
North Carolina
|
$8.97M
|
-$3.68M
|
-80,831
|
-29%
|
|
|
61
|
Fairview Capital Investment Management
Greenbrae,
California
|
$8.56M
|
+$1.06M
|
+23,325
|
+14%
|
|
|
62
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.52M
|
-$12.6M
|
-276,032
|
-60%
|
|
|
63
|
Alesco Advisors
Pittsford,
New York
|
$8.44M
|
+$3.39M
|
+74,555
|
+68%
|
|
|
64
|
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
$8.18M
|
-$886K
|
-19,454
|
-10%
|
|
|
65
|
Allegiant Private Advisors
Sarasota,
Florida
|
$8.14M
|
+$2.65M
|
+58,144
|
+49%
|
|
|
66
|
AE Wealth Management
Topeka,
Kansas
|
$8.07M
|
-$5.08M
|
-111,611
|
-39%
|
|
|
67
|
Divergent Planning
Bethesda,
Maryland
|
$8.01M
|
+$514K
|
+11,298
|
+7%
|
|
|
68
|
New York Life Investment Management
New York
|
$7.59M
|
+$2.54M
|
+55,743
|
+51%
|
|
|
69
|
1900 Wealth Management
San Antonio,
Texas
|
$7.49M
|
-$576K
|
-12,652
|
-7%
|
|
|
70
|
Toews Corporation
Northfield,
New Jersey
|
$7.33M
|
+$6.15M
|
+135,000
|
+540%
|
|
|
71
|
Peak Financial Management
Wellesley,
Massachusetts
|
$7.32M
|
+$282K
|
+6,186
|
+4%
|
|
|
72
|
Hanlon Investment Management
Egg Harbor Township,
New Jersey
|
$7.08M
|
-$1.65M
|
-36,178
|
-19%
|
|
|
73
|
Whittier Trust
South Pasadena,
California
|
$7.08M
|
-$198K
|
-4,350
|
-3%
|
|
|
74
|
Mercer Global Advisors
Denver,
Colorado
|
$6.88M
|
+$205K
|
+4,502
|
+3%
|
|
|
75
|
WealthSource Partners
San Luis Obispo,
California
|
$6.78M
|
-$14M
|
-306,791
|
-67%
|
|
