|
26
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$47.5M
|
-$9.25M
|
-114,479
|
-17%
|
|
|
27
|
M&T Bank
Buffalo,
New York
|
$44.7M
|
-$1.14M
|
-14,098
|
-3%
|
|
|
28
|
EP Wealth Advisors
Torrance,
California
|
$43.4M
|
+$1.43M
|
+17,717
|
+4%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$43.3M
|
-$291K
|
-3,605
|
-0.7%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$42M
|
+$1.91M
|
+23,643
|
+5%
|
|
|
31
|
Fiduciary Trust
Boston,
Massachusetts
|
$41.8M
|
+$1.86M
|
+22,991
|
+5%
|
|
|
32
|
D.A. Davidson & Co
Great Falls,
Montana
|
$34.1M
|
-$562K
|
-6,956
|
-2%
|
|
|
33
|
SEI Investments
Oaks,
Pennsylvania
|
$33.3M
|
-$1.32M
|
-16,397
|
-4%
|
|
|
34
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$33M
|
+$1.61M
|
+19,902
|
+5%
|
|
|
35
|
IMPACTfolio
Denver,
Colorado
|
$32.7M
|
+$508K
|
+6,283
|
+2%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$32.2M
|
+$1.35M
|
+16,677
|
+5%
|
|
|
37
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$31.7M
|
–
|
–
|
–
|
|
|
38
|
Mission Wealth Management
Santa Barbara,
California
|
$31.2M
|
+$1.3M
|
+16,118
|
+5%
|
|
|
39
|
Corient Private Wealth
Miami,
Florida
|
$27.9M
|
-$443K
|
-5,481
|
-2%
|
|
|
40
|
Financial Network Wealth Management
Draper,
Utah
|
$27.7M
|
+$301K
|
+3,731
|
+1%
|
|
|
41
|
Empirical Wealth Management
Seattle,
Washington
|
$24.3M
|
-$1.25M
|
-15,495
|
-5%
|
|
|
42
|
High Note Wealth
Deephaven,
Minnesota
|
$24M
|
+$296K
|
+3,657
|
+1%
|
|
|
43
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$23.8M
|
-$5.25M
|
-65,000
|
-19%
|
|
|
44
|
Howland Capital Management
Boston,
Massachusetts
|
$23.7M
|
+$727K
|
+8,992
|
+3%
|
|
|
45
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$21.7M
|
+$730K
|
+9,030
|
+4%
|
|
|
46
|
Mariner
Overland Park,
Kansas
|
$21.6M
|
+$2.53M
|
+31,310
|
+14%
|
|
|
47
|
Money Design
Tokyo,
Japan
|
$20.5M
|
+$456K
|
+5,643
|
+2%
|
|
|
48
|
KeyBank National Association
Cleveland,
Ohio
|
$20.4M
|
+$601K
|
+7,433
|
+3%
|
|
|
49
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$20.2M
|
+$3.05M
|
+37,710
|
+19%
|
|
|
50
|
|
$20M
|
-$1.24M
|
-15,313
|
-6%
|
|
