|
26
|
Fidelity Investments
Boston,
Massachusetts
|
$902M
|
+$17.9M
|
+178,830
|
+2%
|
|
|
27
|
|
$884M
|
+$91.1M
|
+910,968
|
+11%
|
|
|
28
|
RWA Wealth Partners
Newton,
Massachusetts
|
$858M
|
+$66.1M
|
+660,382
|
+8%
|
|
|
29
|
Johns Hopkins University
Baltimore,
Maryland
|
$797M
|
–
|
–
|
–
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$746M
|
-$13M
|
-130,389
|
-2%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$727M
|
-$18.7M
|
-187,106
|
-2%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$670M
|
+$190M
|
+1,898,484
|
+39%
|
|
|
33
|
United Services Automobile Association
San Antonio,
Texas
|
$668M
|
-$200M
|
-2,000,933
|
-23%
|
|
|
34
|
Bank of New York Mellon
New York
|
$660M
|
+$75.1M
|
+750,257
|
+13%
|
|
|
35
|
Charles Schwab
San Francisco,
California
|
$652M
|
-$19.5M
|
-194,465
|
-3%
|
|
|
36
|
TIAA-CREF Individual & Institutional Services
New York
|
$624M
|
+$629M
|
+6,284,686
|
New
|
|
|
37
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$619M
|
+$18.8M
|
+187,655
|
+3%
|
|
|
38
|
Constellation Investments
Montgomery,
Ohio
|
$588M
|
-$114M
|
-1,142,013
|
-16%
|
|
|
39
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$569M
|
-$11.5M
|
-115,400
|
-2%
|
|
|
40
|
Members Trust
Tampa,
Florida
|
$568M
|
+$23.5M
|
+234,410
|
+4%
|
|
|
41
|
D.A. Davidson & Co
Great Falls,
Montana
|
$513M
|
+$33.6M
|
+335,899
|
+7%
|
|
|
42
|
Mastercard Foundation Asset Management (MFAM)
Toronto,
Ontario, Canada
|
$410M
|
–
|
–
|
–
|
|
|
43
|
SigFig Wealth Management
San Francisco,
California
|
$408M
|
+$47.7M
|
+476,306
|
+13%
|
|
|
44
|
Simplify Asset Management
Las Vegas,
Nevada
|
$407M
|
+$130M
|
+1,299,935
|
+46%
|
|
|
45
|
&Partners
Nashville,
Tennessee
|
$389M
|
+$47.3M
|
+472,713
|
+14%
|
|
|
46
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$388M
|
-$68.8M
|
-687,327
|
-15%
|
|
|
47
|
Steward Partners Investment Advisory
New York
|
$372M
|
-$23.1M
|
-230,418
|
-6%
|
|
|
48
|
SageView Advisory Group
Newport Beach,
California
|
$368M
|
+$8.67M
|
+86,702
|
+2%
|
|
|
49
|
|
$367M
|
-$8.55M
|
-85,464
|
-2%
|
|
|
50
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$365M
|
-$123M
|
-1,225,933
|
-25%
|
|
