|
26
|
Howard Capital Management
Roswell,
Georgia
|
$271M
|
–
|
–
|
–
|
|
|
27
|
Waverly Advisors
Birmingham,
Alabama
|
$267M
|
+$62.1M
|
+284,197
|
+30%
|
|
|
28
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$265M
|
-$1.16M
|
-5,298
|
-0.4%
|
|
|
29
|
Trust Point Inc
La Crosse,
Wisconsin
|
$264M
|
+$2.21M
|
+10,102
|
+0.8%
|
|
|
30
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$258M
|
-$9.07M
|
-41,516
|
-3%
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$248M
|
+$2.02M
|
+9,262
|
+0.8%
|
|
|
32
|
Bank of New York Mellon
New York
|
$235M
|
-$5.61M
|
-25,667
|
-2%
|
|
|
33
|
Stifel Financial
St. Louis,
Missouri
|
$233M
|
+$4.09M
|
+18,704
|
+2%
|
|
|
34
|
MAI Capital Management
Independence,
Ohio
|
$219M
|
-$2.58M
|
-11,823
|
-1%
|
|
|
35
|
Brown Advisory
Baltimore,
Maryland
|
$215M
|
+$137K
|
+628
|
+0.1%
|
|
|
36
|
Aspiriant LLC
Los Angeles,
California
|
$210M
|
-$3.17M
|
-14,506
|
-1%
|
|
|
37
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$197M
|
-$7.7M
|
-35,256
|
-4%
|
|
|
38
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$189M
|
-$4.16M
|
-19,057
|
-2%
|
|
|
39
|
|
$189M
|
+$41.2M
|
+188,735
|
+28%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$188M
|
-$588K
|
-2,690
|
-0.3%
|
|
|
41
|
Rockefeller Capital Management
New York
|
$182M
|
+$27.7M
|
+126,796
|
+18%
|
|
|
42
|
Cresset Asset Management
Chicago,
Illinois
|
$171M
|
+$18.7M
|
+85,737
|
+12%
|
|
|
43
|
Mercer Global Advisors
Denver,
Colorado
|
$170M
|
+$300K
|
+1,375
|
+0.2%
|
|
|
44
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$170M
|
+$10.6M
|
+48,673
|
+7%
|
|
|
45
|
Davenport & Co
Richmond,
Virginia
|
$167M
|
+$13.3M
|
+60,774
|
+9%
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$166M
|
-$774K
|
-3,544
|
-0.5%
|
|
|
47
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$164M
|
+$447K
|
+2,044
|
+0.3%
|
|
|
48
|
|
$158M
|
+$4.82M
|
+22,055
|
+3%
|
|
|
49
|
Focus Partners Wealth
Boston,
Massachusetts
|
$151M
|
-$4.07M
|
-18,648
|
-3%
|
|
|
50
|
William Blair & Company
Chicago,
Illinois
|
$148M
|
+$1.52M
|
+6,943
|
+1%
|
|
