|
26
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$31.1M
|
-$1.76M
|
-42,742
|
-5%
|
|
|
27
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$30.2M
|
–
|
–
|
–
|
|
|
28
|
Morningstar Investment Management
Chicago,
Illinois
|
$28.8M
|
+$703K
|
+17,069
|
+3%
|
|
|
29
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$25.2M
|
-$9.83M
|
-238,905
|
-28%
|
|
|
30
|
Eaton Vance Management
Boston,
Massachusetts
|
$23.4M
|
+$9.74M
|
+236,683
|
+71%
|
|
|
31
|
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
$22.2M
|
–
|
–
|
–
|
|
|
32
|
State of Wisconsin Investment Board
Madison,
Wisconsin
|
$20.7M
|
+$12M
|
+290,839
|
+137%
|
|
|
33
|
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
|
$19.8M
|
+$2.15M
|
+52,233
|
+12%
|
|
|
34
|
Nottingham Advisors
Amherst,
New York
|
$17.9M
|
+$7.75M
|
+188,284
|
+77%
|
|
|
35
|
M&T Bank
Buffalo,
New York
|
$17.9M
|
+$17.5M
|
+425,889
|
+5,265%
|
|
|
36
|
Rakuten Investment Management
Tokyo,
Japan
|
$17M
|
+$836K
|
+20,300
|
+5%
|
|
|
37
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.3M
|
+$2.68M
|
+65,063
|
+20%
|
|
|
38
|
|
$15.3M
|
+$1.57M
|
+38,088
|
+11%
|
|
|
39
|
ALPS Advisors
Denver,
Colorado
|
$15M
|
+$385K
|
+9,350
|
+3%
|
|
|
40
|
US Bancorp
Minneapolis,
Minnesota
|
$14.9M
|
+$906
|
+22
|
+0%
|
|
|
41
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$13.7M
|
+$13.6M
|
+331,400
|
New
|
|
|
42
|
Hohimer Wealth Management
Seattle,
Washington
|
$13.1M
|
+$7.43M
|
+180,533
|
+132%
|
|
|
43
|
Donoghue Forlines
Boston,
Massachusetts
|
$12M
|
-$1.05M
|
-25,461
|
-8%
|
|
|
44
|
TIAA FSB
Jacksonville,
Florida
|
$10.5M
|
+$10.5M
|
+255,138
|
New
|
|
|
45
|
Toews Corporation
Northfield,
New Jersey
|
$9.47M
|
+$7.2M
|
+175,000
|
+318%
|
|
|
46
|
Ameriprise
Minneapolis,
Minnesota
|
$9.47M
|
+$1.5M
|
+36,451
|
+19%
|
|
|
47
|
Fisher Asset Management
Camas,
Washington
|
$9.36M
|
-$153M
|
-3,716,836
|
-94%
|
|
|
48
|
RWA Wealth Partners
Newton,
Massachusetts
|
$8.82M
|
-$117K
|
-2,852
|
-1%
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$8.67M
|
+$1.75M
|
+42,500
|
+25%
|
|
|
50
|
Old Mission Capital
Chicago,
Illinois
|
$7.29M
|
+$7.28M
|
+176,873
|
New
|
|
