|
26
|
Commerce Bank
Kansas City,
Missouri
|
$67.1M
|
-$399K
|
-2,823
|
-0.6%
|
|
|
27
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$66.2M
|
+$67.4M
|
+477,213
|
New
|
|
|
28
|
GW Henssler & Associates
Kennesaw,
Georgia
|
$63.4M
|
-$1.86M
|
-13,189
|
-3%
|
|
|
29
|
Bailard
Foster City,
California
|
$57.3M
|
+$53.2M
|
+376,915
|
+1,031%
|
|
|
30
|
Victory Capital Management
San Antonio,
Texas
|
$50.5M
|
+$496K
|
+3,510
|
+1%
|
|
|
31
|
Summit Rock Advisors
New York
|
$47.9M
|
+$902K
|
+6,388
|
+2%
|
|
|
32
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$47.5M
|
+$2.34M
|
+16,592
|
+5%
|
|
|
33
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$47.1M
|
+$24.5M
|
+173,494
|
+135%
|
|
|
34
|
Raymond James & Associates
St Petersburg,
Florida
|
$45.9M
|
+$845K
|
+5,986
|
+2%
|
|
|
35
|
EP Wealth Advisors
Torrance,
California
|
$45.9M
|
-$4.79M
|
-33,954
|
-9%
|
|
|
36
|
SEI Investments
Oaks,
Pennsylvania
|
$45.7M
|
-$8.73M
|
-61,843
|
-16%
|
|
|
37
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$44.5M
|
-$1.2M
|
-8,506
|
-3%
|
|
|
38
|
Brown Advisory
Baltimore,
Maryland
|
$42.9M
|
-$1.2M
|
-8,473
|
-3%
|
|
|
39
|
Allspring Global Investments
Charlotte,
North Carolina
|
$42.2M
|
+$49.4K
|
+350
|
+0.1%
|
|
|
40
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$41.8M
|
+$13.5M
|
+95,673
|
+47%
|
|
|
41
|
|
$41.7M
|
+$9.96M
|
+70,549
|
+31%
|
|
|
42
|
Facet Wealth Inc
Baltimore,
Maryland
|
$41.6M
|
-$80.7M
|
-571,315
|
-67%
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$41.6M
|
+$1.6M
|
+11,335
|
+4%
|
|
|
44
|
SVB Wealth
Boston,
Massachusetts
|
$40.6M
|
+$10.2K
|
+72
|
+0%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$40M
|
+$5.69M
|
+40,331
|
+16%
|
|
|
46
|
Whittier Trust
South Pasadena,
California
|
$38.7M
|
-$310K
|
-2,195
|
-0.8%
|
|
|
47
|
Stephens Inc
Little Rock,
Arkansas
|
$36.6M
|
-$3.11M
|
-22,013
|
-8%
|
|
|
48
|
MAI Capital Management
Independence,
Ohio
|
$35.6M
|
+$2.76M
|
+19,578
|
+8%
|
|
|
49
|
Comprehensive Financial Management
Los Gatos,
California
|
$32M
|
–
|
–
|
–
|
|
|
50
|
Veritable
Wilmington,
Delaware
|
$31.3M
|
-$127K
|
-897
|
-0.4%
|
|
