|
76
|
Clearstead Advisors
Cleveland,
Ohio
|
$22.8M
|
-$308K
|
-8,229
|
-1%
|
|
|
77
|
First Command Advisory Services
Fort Worth,
Texas
|
$22M
|
+$3.15M
|
+84,002
|
+17%
|
|
|
78
|
Baker Avenue Asset Management
San Francisco,
California
|
$21.9M
|
+$538K
|
+14,363
|
+3%
|
|
|
79
|
Truist Financial
Charlotte,
North Carolina
|
$21.8M
|
+$1.44M
|
+38,474
|
+7%
|
|
|
80
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$21M
|
-$1.33M
|
-35,367
|
-6%
|
|
|
81
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$20.8M
|
+$1.04M
|
+27,705
|
+5%
|
|
|
82
|
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
$20.8M
|
–
|
–
|
–
|
|
|
83
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$19.1M
|
+$224K
|
+5,988
|
+1%
|
|
|
84
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.8M
|
+$4.18M
|
+111,649
|
+29%
|
|
|
85
|
Neuberger Berman Group
New York
|
$18.3M
|
-$2.76M
|
-73,728
|
-13%
|
|
|
86
|
DSC Meridian Capital
New York
|
$17.6M
|
-$20.5M
|
-547,488
|
-54%
|
|
|
87
|
Ninety One (UK)
London,
United Kingdom
|
$17.5M
|
+$11.7M
|
+313,360
|
+208%
|
|
|
88
|
New York Life Investment Management
New York
|
$17.4M
|
+$5.57M
|
+148,539
|
+48%
|
|
|
89
|
Financiere des Professionnels
Montreal,
Quebec, Canada
|
$17.1M
|
+$7.36M
|
+196,500
|
+76%
|
|
|
90
|
Allegiance Financial Group Advisory Services
Vienna,
Virginia
|
$16.8M
|
+$1.69M
|
+45,045
|
+11%
|
|
|
91
|
Pathstone Holdings
Englewood,
New Jersey
|
$16.7M
|
+$6.95M
|
+185,484
|
+72%
|
|
|
92
|
AllianceBernstein
Nashville,
Tennessee
|
$16.6M
|
+$1.4M
|
+37,318
|
+9%
|
|
|
93
|
Equitable Holdings
New York
|
$16.3M
|
+$1.99M
|
+53,232
|
+14%
|
|
|
94
|
Wedmont Private Capital
West Chester,
Pennsylvania
|
$15.9M
|
+$607K
|
+16,191
|
+4%
|
|
|
95
|
Nomura Asset Management
Tokyo,
Japan
|
$14.8M
|
+$4.37M
|
+116,600
|
+42%
|
|
|
96
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$14.7M
|
+$2.48M
|
+66,216
|
+20%
|
|
|
97
|
Loomis, Sayles & Company
Boston,
Massachusetts
|
$14.6M
|
+$2.8M
|
+74,690
|
+24%
|
|
|
98
|
ALPS Advisors
Denver,
Colorado
|
$14.1M
|
-$12K
|
-320
|
-0.1%
|
|
|
99
|
Principal Securities
Des Moines,
Iowa
|
$14M
|
-$715K
|
-19,079
|
-5%
|
|
|
100
|
Summit Wealth Group
White River Junction,
Vermont
|
$13.4M
|
+$672K
|
+17,945
|
+5%
|
|
