|
26
|
Truist Financial
Charlotte,
North Carolina
|
$22.7M
|
+$2.84M
|
+32,335
|
+13%
|
|
|
27
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$22.4M
|
+$12.3M
|
+139,700
|
+101%
|
|
|
28
|
Lido Advisors
Los Angeles,
California
|
$22.2M
|
-$970K
|
-11,060
|
-4%
|
|
|
29
|
Waverly Advisors
Birmingham,
Alabama
|
$21M
|
+$3.79M
|
+43,144
|
+20%
|
|
|
30
|
Schroder Investment Management Group
London,
United Kingdom
|
$19.8M
|
-$387K
|
-4,411
|
-2%
|
|
|
31
|
|
$18.7M
|
+$20.4M
|
+232,000
|
New
|
|
|
32
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$15M
|
+$8.98M
|
+102,320
|
+123%
|
|
|
33
|
Nuveen
Charlotte,
North Carolina
|
$14.9M
|
+$7.57M
|
+86,330
|
+87%
|
|
|
34
|
S.R. Schill & Associates
Mercer Island,
Washington
|
$14.8M
|
+$738K
|
+8,417
|
+5%
|
|
|
35
|
Texas Permanent School Fund
Austin,
Texas
|
$14.7M
|
+$232K
|
+2,641
|
+1%
|
|
|
36
|
SVB Wealth
Boston,
Massachusetts
|
$14.1M
|
+$2.9M
|
+33,069
|
+23%
|
|
|
37
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$13.9M
|
+$11.1M
|
+126,375
|
+276%
|
|
|
38
|
AE Wealth Management
Topeka,
Kansas
|
$13.5M
|
-$2.32M
|
-26,421
|
-14%
|
|
|
39
|
Moody National Bank Trust Division
Galveston,
Texas
|
$13.5M
|
+$122K
|
+1,385
|
+0.8%
|
|
|
40
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$12.9M
|
-$1.02M
|
-11,671
|
-7%
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.7M
|
+$440K
|
+5,012
|
+3%
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.6M
|
-$1.9M
|
-21,640
|
-12%
|
|
|
43
|
Rockefeller Capital Management
New York
|
$12.4M
|
-$2.92M
|
-33,331
|
-18%
|
|
|
44
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$12M
|
+$4.21K
|
+48
|
+0%
|
|
|
45
|
CIBC World Market
Toronto,
Ontario, Canada
|
$11.4M
|
-$4.88M
|
-55,636
|
-28%
|
|
|
46
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$11.3M
|
+$586K
|
+6,683
|
+5%
|
|
|
47
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.1M
|
+$1.17M
|
+13,328
|
+11%
|
|
|
48
|
Central Valley Advisors
Sacramento,
California
|
$10.7M
|
+$779K
|
+8,882
|
+7%
|
|
|
49
|
Mercer Global Advisors
Denver,
Colorado
|
$10.4M
|
+$4.42M
|
+50,324
|
+60%
|
|
|
50
|
|
$10.2M
|
-$2.78M
|
-31,724
|
-20%
|
|
