|
51
|
Madison Investment Holdings
Madison,
Wisconsin
|
$18.3M
|
+$14M
|
+124,002
|
+315%
|
|
|
52
|
Zhang Financial
Portage,
Michigan
|
$17.9M
|
-$66.1K
|
-585
|
-0.4%
|
|
|
53
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.8M
|
+$133K
|
+1,179
|
+0.7%
|
|
|
54
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$17.2M
|
+$1.68M
|
+14,826
|
+11%
|
|
|
55
|
Sigma Investment Counselors
Northville,
Michigan
|
$16.6M
|
+$1.85M
|
+16,374
|
+12%
|
|
|
56
|
Makena Capital Management
Menlo Park,
California
|
$16.3M
|
+$16.4M
|
+145,074
|
New
|
|
|
57
|
Natixis Advisors
Boston,
Massachusetts
|
$15.4M
|
-$640K
|
-5,659
|
-4%
|
|
|
58
|
Commerce Bank
Kansas City,
Missouri
|
$15.2M
|
-$56.8K
|
-502
|
-0.4%
|
|
|
59
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$14.2M
|
-$1.28M
|
-11,288
|
-8%
|
|
|
60
|
Chatham Capital Group
Savannah,
Georgia
|
$13.4M
|
-$22.6K
|
-200
|
-0.2%
|
|
|
61
|
Stifel Financial
St. Louis,
Missouri
|
$13.3M
|
-$1.58M
|
-13,976
|
-11%
|
|
|
62
|
Willow Creek Wealth Management
Sebastopol,
California
|
$13.2M
|
+$496K
|
+4,391
|
+4%
|
|
|
63
|
Suntrust Banks
Atlanta,
Georgia
|
$13.2M
|
+$431K
|
+3,809
|
+3%
|
|
|
64
|
Credit Suisse
Zurich,
Switzerland
|
$13.2M
|
+$3.47M
|
+30,704
|
+35%
|
|
|
65
|
AssetMark Inc
Concord,
California
|
$13.1M
|
-$85.8M
|
-758,679
|
-87%
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$13M
|
-$1.12M
|
-9,880
|
-8%
|
|
|
67
|
|
$12.6M
|
+$2.38M
|
+21,030
|
+23%
|
|
|
68
|
Rockefeller Financial Services
New York
|
$11.5M
|
–
|
–
|
–
|
|
|
69
|
Wolverine Asset Management
Chicago,
Illinois
|
$11.2M
|
+$11.3M
|
+100,000
|
New
|
|
|
70
|
Fort Point Capital Partners
San Francisco,
California
|
$11.1M
|
+$5.02M
|
+44,448
|
+81%
|
|
|
71
|
Sage Advisory Services
Austin,
Texas
|
$11.1M
|
+$11.2M
|
+99,158
|
New
|
|
|
72
|
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
$11M
|
-$842K
|
-7,452
|
-7%
|
|
|
73
|
Fairview Capital Investment Management
Greenbrae,
California
|
$11M
|
+$220K
|
+1,950
|
+2%
|
|
|
74
|
Franklin Resources
San Mateo,
California
|
$10.9M
|
-$90.8K
|
-803
|
-0.8%
|
|
|
75
|
Asset Management Group
Stamford,
Connecticut
|
$10.9M
|
-$102K
|
-899
|
-0.9%
|
|
