|
51
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$125M
|
+$93M
|
+343,734
|
+259%
|
|
|
52
|
State Street
Boston,
Massachusetts
|
$121M
|
-$24.6M
|
-91,044
|
-16%
|
|
|
53
|
Rockefeller Capital Management
New York
|
$120M
|
+$4.46M
|
+16,482
|
+4%
|
|
|
54
|
Pinnacle Associates
New York
|
$120M
|
+$1.54M
|
+5,699
|
+1%
|
|
|
55
|
Fusion Family Wealth
Woodbury,
New York
|
$116M
|
+$3.24M
|
+11,981
|
+3%
|
|
|
56
|
Truist Financial
Charlotte,
North Carolina
|
$114M
|
+$5.57M
|
+20,591
|
+5%
|
|
|
57
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$113M
|
-$1.68M
|
-6,217
|
-1%
|
|
|
58
|
Equitable Holdings
New York
|
$109M
|
+$9.75M
|
+36,014
|
+9%
|
|
|
59
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$107M
|
+$194K
|
+718
|
+0.2%
|
|
|
60
|
Wealthspire Advisors (New York)
New York
|
$105M
|
+$795K
|
+2,938
|
+0.7%
|
|
|
61
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$104M
|
-$342K
|
-1,263
|
-0.3%
|
|
|
62
|
Baker Avenue Asset Management
San Francisco,
California
|
$102M
|
+$1.08M
|
+3,990
|
+1%
|
|
|
63
|
Natixis Advisors
Boston,
Massachusetts
|
$98.4M
|
-$10.5M
|
-38,820
|
-9%
|
|
|
64
|
Invictus Private Wealth
Denver,
Colorado
|
$98.4M
|
+$1.71M
|
+6,313
|
+2%
|
|
|
65
|
MML Investors Services
Springfield,
Massachusetts
|
$98.3M
|
-$17.7M
|
-65,364
|
-15%
|
|
|
66
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$97.2M
|
+$4.93M
|
+18,203
|
+5%
|
|
|
67
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$96.8M
|
+$19.7M
|
+72,874
|
+25%
|
|
|
68
|
|
$96.3M
|
+$3.33M
|
+12,296
|
+3%
|
|
|
69
|
Private Advisor Group
Morristown,
New Jersey
|
$96.2M
|
+$505K
|
+1,865
|
+0.5%
|
|
|
70
|
Catalyst Capital Advisors
Huntington,
New York
|
$91.8M
|
+$7.15M
|
+26,413
|
+8%
|
|
|
71
|
Millburn Ridgefield Corp
New York
|
$91.8M
|
+$7.15M
|
+26,413
|
+8%
|
|
|
72
|
Karpus Investment Management
Pittsford,
New York
|
$84.3M
|
-$3.52M
|
-13,022
|
-4%
|
|
|
73
|
Coldstream Capital Management
Bellevue,
Washington
|
$83.8M
|
+$1.82M
|
+6,727
|
+2%
|
|
|
74
|
Efficient Advisors
Mason,
Ohio
|
$82.8M
|
-$27.8M
|
-102,548
|
-24%
|
|
|
75
|
Merit Financial Group
Alpharetta,
Georgia
|
$81.3M
|
+$6.5M
|
+24,033
|
+8%
|
|
