|
26
|
Global Endowment Management
Charlotte,
North Carolina
|
$237M
|
–
|
–
|
–
|
|
|
27
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$209M
|
+$3.81M
|
+52,023
|
+2%
|
|
|
28
|
Pure Financial Advisors
San Diego,
California
|
$194M
|
+$25.8M
|
+351,543
|
+15%
|
|
|
29
|
State Street
Boston,
Massachusetts
|
$192M
|
-$3.2M
|
-43,657
|
-2%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$190M
|
+$8.08M
|
+110,281
|
+4%
|
|
|
31
|
Truist Financial
Charlotte,
North Carolina
|
$186M
|
-$733K
|
-10,010
|
-0.4%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$181M
|
+$3.94M
|
+53,768
|
+2%
|
|
|
33
|
AssetMark Inc
Concord,
California
|
$173M
|
-$8.36M
|
-114,143
|
-5%
|
|
|
34
|
RiverFront Investment Group
Richmond,
Virginia
|
$171M
|
+$673K
|
+9,184
|
+0.4%
|
|
|
35
|
M&T Bank
Buffalo,
New York
|
$170M
|
+$7.42M
|
+101,318
|
+5%
|
|
|
36
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$167M
|
+$11.2M
|
+153,142
|
+7%
|
|
|
37
|
|
$164M
|
+$15.3M
|
+209,097
|
+10%
|
|
|
38
|
Prudential Financial
Newark,
New Jersey
|
$162M
|
+$16.2M
|
+221,418
|
+11%
|
|
|
39
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$159M
|
-$5.98M
|
-81,644
|
-4%
|
|
|
40
|
Stairway Partners
Chicago,
Illinois
|
$157M
|
-$7.97M
|
-108,770
|
-5%
|
|
|
41
|
Corient Private Wealth
Miami,
Florida
|
$134M
|
+$9.1M
|
+124,200
|
+7%
|
|
|
42
|
RFG Advisory
Birmingham,
Alabama
|
$131M
|
+$16.8M
|
+229,348
|
+15%
|
|
|
43
|
Alaska Permanent Capital Management
Anchorage,
Alaska
|
$130M
|
+$13.3M
|
+181,499
|
+11%
|
|
|
44
|
Acropolis Investment Management
St. Louis,
Missouri
|
$128M
|
+$3.43M
|
+46,840
|
+3%
|
|
|
45
|
HighTower Advisors
Chicago,
Illinois
|
$127M
|
+$8.34M
|
+113,797
|
+7%
|
|
|
46
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$122M
|
+$4.53M
|
+61,776
|
+4%
|
|
|
47
|
Raymond James & Associates
St Petersburg,
Florida
|
$121M
|
-$16.5M
|
-225,601
|
-12%
|
|
|
48
|
Foster Group
West Des Moines,
Iowa
|
$120M
|
+$2.66M
|
+36,246
|
+2%
|
|
|
49
|
Mission Wealth Management
Santa Barbara,
California
|
$120M
|
+$57M
|
+778,203
|
+90%
|
|
|
50
|
McMorgan & Co
San Francisco,
California
|
$118M
|
+$3.13M
|
+42,742
|
+3%
|
|
