|
51
|
Sage Advisory Services
Austin,
Texas
|
$21.8M
|
-$235K
|
-6,694
|
-1%
|
|
|
52
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.8M
|
-$1.35M
|
-38,313
|
-6%
|
|
|
53
|
Rakuten Investment Management
Tokyo,
Japan
|
$20.6M
|
-$2.55M
|
-72,400
|
-11%
|
|
|
54
|
Truist Financial
Charlotte,
North Carolina
|
$16.7M
|
+$2.51M
|
+71,321
|
+18%
|
|
|
55
|
Equitable Holdings
New York
|
$13.7M
|
+$3.71M
|
+105,393
|
+38%
|
|
|
56
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$13.2M
|
+$387K
|
+11,004
|
+3%
|
|
|
57
|
PPM America
Chicago,
Illinois
|
$12.3M
|
+$281K
|
+8,000
|
+2%
|
|
|
58
|
Venturi Wealth Management
Austin,
Texas
|
$12.2M
|
-$4.45M
|
-126,617
|
-27%
|
|
|
59
|
New England Asset Management
Farmington,
Connecticut
|
$12M
|
+$1.93M
|
+55,000
|
+20%
|
|
|
60
|
|
$11.5M
|
+$3.06M
|
+86,926
|
+37%
|
|
|
61
|
Mercer Global Advisors
Denver,
Colorado
|
$11.5M
|
-$147K
|
-4,190
|
-1%
|
|
|
62
|
Neuberger Berman Group
New York
|
$11.2M
|
–
|
–
|
–
|
|
|
63
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.9M
|
-$345K
|
-9,806
|
-3%
|
|
|
64
|
Ameriprise
Minneapolis,
Minnesota
|
$10.4M
|
+$3.46M
|
+98,407
|
+51%
|
|
|
65
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$10.2M
|
+$21.3K
|
+607
|
+0.2%
|
|
|
66
|
Counterpoint Mutual Funds
San Diego,
California
|
$9.13M
|
+$9.03M
|
+256,807
|
New
|
|
|
67
|
Trek Financial
Scottsdale,
Arizona
|
$8.94M
|
-$1.66M
|
-47,178
|
-16%
|
|
|
68
|
Howe & Rusling
Rochester,
New York
|
$8.8M
|
+$696K
|
+19,801
|
+9%
|
|
|
69
|
FC Advisory
West Chester,
Pennsylvania
|
$8.12M
|
-$26.5K
|
-753
|
-0.3%
|
|
|
70
|
Horizon Financial Services
Winston Salem,
North Carolina
|
$7.84M
|
-$504K
|
-14,318
|
-6%
|
|
|
71
|
Tolleson Wealth Management
Dallas,
Texas
|
$7.67M
|
+$507K
|
+14,424
|
+7%
|
|
|
72
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.48M
|
-$2.18M
|
-61,944
|
-23%
|
|
|
73
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$7.33M
|
-$382K
|
-10,850
|
-5%
|
|
|
74
|
Donoghue Forlines
Boston,
Massachusetts
|
$6.87M
|
+$5.49M
|
+155,987
|
+418%
|
|
|
75
|
Creative Planning
Overland Park,
Kansas
|
$6.67M
|
+$64K
|
+1,819
|
+1%
|
|
