|
26
|
Windham Capital Management
Boston,
Massachusetts
|
$10.5M
|
–
|
–
|
–
|
|
|
27
|
New England Asset Management
Farmington,
Connecticut
|
$9.98M
|
-$8.91M
|
-355,200
|
-48%
|
|
|
28
|
Verus Financial Partners
Richmond,
Virginia
|
$9.8M
|
-$24K
|
-956
|
-0.2%
|
|
|
29
|
|
$9.8M
|
+$392K
|
+15,632
|
+4%
|
|
|
30
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$9.46M
|
+$287K
|
+11,424
|
+3%
|
|
|
31
|
Rand Wealth
Baltimore,
Maryland
|
$9.14M
|
+$2.61M
|
+104,140
|
+41%
|
|
|
32
|
Veritable
Wilmington,
Delaware
|
$8.71M
|
-$1.19M
|
-47,480
|
-12%
|
|
|
33
|
Twele Capital Management
Minnetonka,
Minnesota
|
$8.68M
|
+$552K
|
+22,000
|
+7%
|
|
|
34
|
Leavell Investment Management
Mobile,
Alabama
|
$8.67M
|
-$100K
|
-4,000
|
-1%
|
|
|
35
|
Vanguard Group
Malvern,
Pennsylvania
|
$8.48M
|
+$10K
|
+400
|
+0.1%
|
|
|
36
|
United Capital Financial Advisors
Irving,
Texas
|
$8.47M
|
+$7.89M
|
+314,372
|
+1,951%
|
|
|
37
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$7.38M
|
+$884K
|
+35,244
|
+14%
|
|
|
38
|
Comerica Bank
Dallas,
Texas
|
$7.31M
|
+$7.16M
|
+285,264
|
New
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$7.27M
|
+$764K
|
+30,460
|
+12%
|
|
|
40
|
HL Financial Services
Louisville,
Kentucky
|
$7.25M
|
+$328K
|
+13,088
|
+5%
|
|
|
41
|
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
|
$6.89M
|
+$25.1K
|
+1,000
|
+0.4%
|
|
|
42
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$6.57M
|
-$103K
|
-4,100
|
-2%
|
|
|
43
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$6.29M
|
+$320K
|
+12,760
|
+5%
|
|
|
44
|
Credit Suisse
Zurich,
Switzerland
|
$6.05M
|
+$261K
|
+10,404
|
+5%
|
|
|
45
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$5.87M
|
+$587K
|
+23,408
|
+11%
|
|
|
46
|
Montag & Associates
Atlanta,
Georgia
|
$5.71M
|
–
|
–
|
–
|
|
|
47
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.56M
|
+$2.74M
|
+109,276
|
+101%
|
|
|
48
|
Woodmont Investment Counsel
Nashville,
Tennessee
|
$5.53M
|
-$111K
|
-4,420
|
-2%
|
|
|
49
|
Ameriprise
Minneapolis,
Minnesota
|
$5.5M
|
+$171K
|
+6,828
|
+3%
|
|
|
50
|
WhitTier Trust Company
Reno,
Nevada
|
$5.43M
|
+$2.87M
|
+114,360
|
+117%
|
|
