|
51
|
Abbrea Capital
Greenbrae,
California
|
$14.2M
|
+$2.26M
|
+45,951
|
+19%
|
|
|
52
|
Blume Capital Management
Berkeley,
California
|
$13.5M
|
+$3.41M
|
+69,340
|
+34%
|
|
|
53
|
Proffitt & Goodson
Knoxville,
Tennessee
|
$13.1M
|
+$470K
|
+9,551
|
+4%
|
|
|
54
|
Cambridge Associates
Boston,
Massachusetts
|
$12.6M
|
+$12.6M
|
+254,997
|
New
|
|
|
55
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$11.8M
|
-$238K
|
-4,834
|
-2%
|
|
|
56
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$11.8M
|
+$1.85M
|
+37,570
|
+19%
|
|
|
57
|
JMG Financial Group
Downers Grove,
Illinois
|
$11.2M
|
-$110K
|
-2,239
|
-1%
|
|
|
58
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.5M
|
+$428K
|
+8,687
|
+4%
|
|
|
59
|
Adventist Health System West
Roseville,
California
|
$10.2M
|
+$531K
|
+10,790
|
+5%
|
|
|
60
|
Advisors Capital Management
Ridgewood,
New Jersey
|
$10.1M
|
+$10.1M
|
+205,400
|
New
|
|
|
61
|
NKCFO LLC
Geneva,
Illinois
|
$10.1M
|
–
|
–
|
–
|
|
|
62
|
Windham Capital Management
Boston,
Massachusetts
|
$9.79M
|
-$8.66M
|
-175,959
|
-47%
|
|
|
63
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.17M
|
-$1.58M
|
-32,005
|
-15%
|
|
|
64
|
Gratus Capital
Atlanta,
Georgia
|
$8.94M
|
+$8.93M
|
+181,337
|
New
|
|
|
65
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$8.78M
|
+$2.04M
|
+41,433
|
+30%
|
|
|
66
|
Truist Financial
Charlotte,
North Carolina
|
$8.72M
|
+$8.71M
|
+176,944
|
New
|
|
|
67
|
First Hawaiian Bank
Honolulu,
Hawaii
|
$7.98M
|
+$221K
|
+4,482
|
+3%
|
|
|
68
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.86M
|
-$217K
|
-4,417
|
-3%
|
|
|
69
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$7.82M
|
+$132K
|
+2,678
|
+2%
|
|
|
70
|
Parametric Portfolio Associates
Seattle,
Washington
|
$7.74M
|
-$87.6K
|
-1,780
|
-1%
|
|
|
71
|
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
$7.6M
|
+$282K
|
+5,735
|
+4%
|
|
|
72
|
Ballentine Partners
Waltham,
Massachusetts
|
$7.6M
|
-$255K
|
-5,189
|
-3%
|
|
|
73
|
Gradient Capital Advisors
San Diego,
California
|
$7.32M
|
+$153K
|
+3,101
|
+2%
|
|
|
74
|
|
$7.27M
|
-$1.14M
|
-23,088
|
-14%
|
|
|
75
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.06M
|
+$738K
|
+14,986
|
+12%
|
|
