|
51
|
Blue Trust Inc
Alpharetta,
Georgia
|
$28.1M
|
+$25.6M
|
+281,213
|
New
|
|
|
52
|
HSBC Holdings
London,
United Kingdom
|
$26.8M
|
-$3.54M
|
-38,925
|
-11%
|
|
|
53
|
Capital Group Private Client Services
Los Angeles,
California
|
$26.8M
|
+$18.8M
|
+206,832
|
+185%
|
|
|
54
|
EPIQ Capital Group
San Francisco,
California
|
$26.4M
|
-$424K
|
-4,660
|
-1%
|
|
|
55
|
Perella Weinberg Partners Capital Management
New York
|
$25.9M
|
–
|
–
|
–
|
|
|
56
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$25.4M
|
+$1.86M
|
+20,472
|
+7%
|
|
|
57
|
Madrona Financial Services
Everett,
Washington
|
$24.9M
|
-$1.77M
|
-19,480
|
-6%
|
|
|
58
|
Sargent Bickham Lagudis
Boulder,
Colorado
|
$24.4M
|
+$3.68M
|
+40,468
|
+16%
|
|
|
59
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$22.8M
|
-$10.7M
|
-117,085
|
-30%
|
|
|
60
|
Cresset Asset Management
Chicago,
Illinois
|
$22.7M
|
+$6.32M
|
+69,462
|
+34%
|
|
|
61
|
Community Bank
Dewitt,
New York
|
$22.6M
|
-$20K
|
-220
|
-0.1%
|
|
|
62
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$22.5M
|
+$274K
|
+3,014
|
+1%
|
|
|
63
|
Wellington Management Group
Boston,
Massachusetts
|
$20.7M
|
-$43.3M
|
-475,592
|
-66%
|
|
|
64
|
Truist Financial
Charlotte,
North Carolina
|
$20.6M
|
-$458K
|
-5,032
|
-2%
|
|
|
65
|
Millennium Management
New York
|
$20.4M
|
+$19.5M
|
+213,797
|
+723%
|
|
|
66
|
LPL Financial
San Diego,
California
|
$19.6M
|
+$101K
|
+1,112
|
+0.5%
|
|
|
67
|
State Street
Boston,
Massachusetts
|
$19.5M
|
-$9.3M
|
-102,148
|
-30%
|
|
|
68
|
Northern Trust
Chicago,
Illinois
|
$18.5M
|
-$13.5M
|
-148,378
|
-40%
|
|
|
69
|
Cambridge Associates
Boston,
Massachusetts
|
$17.8M
|
-$2.28M
|
-25,070
|
-11%
|
|
|
70
|
CPWM LLC
Seattle,
Washington
|
$17.7M
|
-$1.45M
|
-15,877
|
-7%
|
|
|
71
|
Jasper Ridge Partners
Menlo Park,
California
|
$16.8M
|
+$11.4M
|
+125,546
|
+168%
|
|
|
72
|
Nationwide Asset Management
Columbus,
Ohio
|
$16.7M
|
-$164M
|
-1,799,100
|
-90%
|
|
|
73
|
Rockefeller Capital Management
New York
|
$16.1M
|
-$8.55M
|
-93,945
|
-33%
|
|
|
74
|
|
$16.1M
|
+$3.64M
|
+40,004
|
+26%
|
|
|
75
|
ASB Consultores
Aventura,
Florida
|
$15.9M
|
+$15.1M
|
+165,758
|
+698%
|
|
