|
26
|
Wealthcare Capital Management
Richmond,
Virginia
|
$73.4M
|
+$1.64M
|
+30,265
|
+2%
|
|
|
27
|
Tanglewood Wealth Management
Houston,
Texas
|
$72.9M
|
-$19.2M
|
-354,518
|
-20%
|
|
|
28
|
D.A. Davidson & Co
Great Falls,
Montana
|
$71.2M
|
+$2.67M
|
+49,205
|
+4%
|
|
|
29
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$69.1M
|
+$3.48M
|
+64,234
|
+5%
|
|
|
30
|
Stearns Financial Services Group
Greensboro,
North Carolina
|
$68.4M
|
+$1.86M
|
+34,234
|
+3%
|
|
|
31
|
Bridges Investment Management
Omaha,
Nebraska
|
$67.6M
|
+$3.34M
|
+61,713
|
+5%
|
|
|
32
|
Callan Capital
La Jolla,
California
|
$63.2M
|
+$1.66M
|
+30,559
|
+3%
|
|
|
33
|
Liberty Mutual Group Asset Management
Boston,
Massachusetts
|
$62.2M
|
–
|
–
|
–
|
|
|
34
|
Miller Investment Management
West Conshohocken,
Pennsylvania
|
$59M
|
-$41.9K
|
-773
|
-0.1%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$55.5M
|
+$3.92M
|
+72,273
|
+7%
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$54M
|
+$745K
|
+13,739
|
+1%
|
|
|
37
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$53M
|
+$4.12M
|
+75,941
|
+8%
|
|
|
38
|
LPL Financial
San Diego,
California
|
$51.5M
|
+$1.06M
|
+19,643
|
+2%
|
|
|
39
|
McCutchen Group
Seattle,
Washington
|
$48.4M
|
+$491K
|
+9,056
|
+1%
|
|
|
40
|
BB&T Securities
Richmond,
Virginia
|
$44.3M
|
+$8.41M
|
+155,231
|
+22%
|
|
|
41
|
Voya Financial Advisors
Windsor,
Connecticut
|
$42.5M
|
+$6.28M
|
+115,943
|
+16%
|
|
|
42
|
FDx Advisors
Chicago,
Illinois
|
$41M
|
+$1.96M
|
+36,240
|
+5%
|
|
|
43
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$39.6M
|
+$828K
|
+15,274
|
+2%
|
|
|
44
|
WestEnd Advisors
Charlotte,
North Carolina
|
$39M
|
+$4.98M
|
+91,819
|
+14%
|
|
|
45
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$39M
|
-$51.9M
|
-957,941
|
-56%
|
|
|
46
|
Pinnacle Associates
New York
|
$36.9M
|
+$528K
|
+9,737
|
+1%
|
|
|
47
|
SouthState Corp
Winter Haven,
Florida
|
$36.1M
|
+$647K
|
+11,932
|
+2%
|
|
|
48
|
Bank of New York Mellon
New York
|
$35.4M
|
+$3.15M
|
+58,175
|
+9%
|
|
|
49
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$34M
|
-$105K
|
-1,946
|
-0.3%
|
|
|
50
|
Whittier Trust
South Pasadena,
California
|
$33.8M
|
+$1.35M
|
+24,879
|
+4%
|
|
