|
26
|
Blue Trust Inc
Alpharetta,
Georgia
|
$75M
|
+$74.6M
|
+1,265,351
|
New
|
|
|
27
|
Mariner
Overland Park,
Kansas
|
$73.3M
|
+$4.75M
|
+80,581
|
+7%
|
|
|
28
|
Hilton Capital Management
Garden City,
New York
|
$69.4M
|
+$7.21M
|
+122,194
|
+12%
|
|
|
29
|
Cornerstone Wealth Advisors
Edina,
Minnesota
|
$66.4M
|
-$12.4M
|
-210,197
|
-16%
|
|
|
30
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$60.8M
|
+$16M
|
+271,767
|
+36%
|
|
|
31
|
Defender Capital
Charlotte,
North Carolina
|
$54.4M
|
+$8.94M
|
+151,615
|
+20%
|
|
|
32
|
Shah Capital Management
Raleigh,
North Carolina
|
$47.1M
|
+$47.2M
|
+800,587
|
New
|
|
|
33
|
Alta Advisers
London,
United Kingdom
|
$44.7M
|
-$15.7M
|
-266,879
|
-26%
|
|
|
34
|
Empirical Wealth Management
Seattle,
Washington
|
$44.5M
|
-$3.21M
|
-54,367
|
-7%
|
|
|
35
|
Atria Investments
Charlotte,
North Carolina
|
$44.4M
|
+$4.04M
|
+68,503
|
+10%
|
|
|
36
|
Sound Financial Strategies Group
Madison,
Mississippi
|
$43.9M
|
-$2.54M
|
-43,146
|
-5%
|
|
|
37
|
Insight 2811 Inc
Chicago,
Illinois
|
$41.9M
|
-$1.57M
|
-26,680
|
-4%
|
|
|
38
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$38.5M
|
+$2.83K
|
+48
|
+0%
|
|
|
39
|
TownSquare Capital
Provo,
Utah
|
$37.4M
|
-$11.5M
|
-194,982
|
-24%
|
|
|
40
|
Chemistry Wealth Management
New York
|
$37.3M
|
+$3.35M
|
+56,866
|
+10%
|
|
|
41
|
Next Level Private
Harrison,
New York
|
$37.3M
|
+$37.4M
|
+633,587
|
New
|
|
|
42
|
Truist Financial
Charlotte,
North Carolina
|
$36.7M
|
+$7M
|
+118,711
|
+24%
|
|
|
43
|
Winch Advisory Services
Appleton,
Wisconsin
|
$33M
|
-$359K
|
-6,093
|
-1%
|
|
|
44
|
Osaic Holdings
Scottsdale,
Arizona
|
$32.4M
|
+$10.5M
|
+177,743
|
+48%
|
|
|
45
|
Charles Schwab Trust
Henderson,
Nevada
|
$31.9M
|
-$4.31M
|
-72,993
|
-12%
|
|
|
46
|
Wealth Dimensions Group
Cincinnati,
Ohio
|
$30.9M
|
+$30.9M
|
+524,549
|
New
|
|
|
47
|
Nomura Asset Management
Tokyo,
Japan
|
$30.5M
|
+$34.3M
|
+581,400
|
+151%
|
|
|
48
|
SeaBridge Investment Advisors
Summit,
New Jersey
|
$30.3M
|
+$1.49M
|
+25,299
|
+5%
|
|
|
49
|
NEPC LLC
Boston,
Massachusetts
|
$29.8M
|
+$29.9M
|
+506,854
|
New
|
|
|
50
|
MML Investors Services
Springfield,
Massachusetts
|
$29.8M
|
+$13.4M
|
+227,616
|
+82%
|
|
