|
26
|
Howard Capital Management
Roswell,
Georgia
|
$266M
|
–
|
–
|
–
|
|
|
27
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$263M
|
+$45.5M
|
+216,638
|
+22%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$261M
|
-$1.57M
|
-7,480
|
-0.6%
|
|
|
29
|
Trust Point Inc
La Crosse,
Wisconsin
|
$257M
|
+$1.32M
|
+6,281
|
+0.5%
|
|
|
30
|
Creative Planning
Overland Park,
Kansas
|
$241M
|
+$5.21M
|
+24,832
|
+2%
|
|
|
31
|
Bank of New York Mellon
New York
|
$236M
|
-$4.51M
|
-21,476
|
-2%
|
|
|
32
|
Stifel Financial
St. Louis,
Missouri
|
$224M
|
-$4.76M
|
-22,663
|
-2%
|
|
|
33
|
MAI Capital Management
Independence,
Ohio
|
$218M
|
+$13.7M
|
+65,154
|
+7%
|
|
|
34
|
Brown Advisory
Baltimore,
Maryland
|
$211M
|
+$17.6M
|
+83,978
|
+9%
|
|
|
35
|
Aspiriant LLC
Los Angeles,
California
|
$209M
|
+$938K
|
+4,469
|
+0.5%
|
|
|
36
|
Waverly Advisors
Birmingham,
Alabama
|
$201M
|
+$3.14M
|
+14,950
|
+2%
|
|
|
37
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$201M
|
-$15.2M
|
-72,268
|
-7%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$190M
|
-$6.75M
|
-32,151
|
-4%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$186M
|
-$690K
|
-3,287
|
-0.4%
|
|
|
40
|
Mercer Global Advisors
Denver,
Colorado
|
$166M
|
+$63.1M
|
+300,645
|
+64%
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$163M
|
-$13M
|
-61,833
|
-8%
|
|
|
42
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$161M
|
+$674K
|
+3,210
|
+0.4%
|
|
|
43
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$156M
|
+$6.55M
|
+31,192
|
+5%
|
|
|
44
|
Focus Partners Wealth
Boston,
Massachusetts
|
$153M
|
+$10.5M
|
+50,238
|
+8%
|
|
|
45
|
Rockefeller Capital Management
New York
|
$151M
|
-$7.07M
|
-33,645
|
-5%
|
|
|
46
|
Davenport & Co
Richmond,
Virginia
|
$151M
|
+$11.9M
|
+56,743
|
+9%
|
|
|
47
|
Cresset Asset Management
Chicago,
Illinois
|
$150M
|
+$11.2M
|
+53,561
|
+8%
|
|
|
48
|
|
$150M
|
-$7.32M
|
-34,854
|
-5%
|
|
|
49
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$145M
|
+$6.33M
|
+30,126
|
+5%
|
|
|
50
|
|
$144M
|
+$3.68M
|
+17,510
|
+3%
|
|
