|
26
|
|
$62.5M
|
-$8.94M
|
-62,324
|
-12%
|
|
|
27
|
M&T Bank
Buffalo,
New York
|
$62.1M
|
-$3.25M
|
-22,635
|
-5%
|
|
|
28
|
Commerce Bank
Kansas City,
Missouri
|
$58.8M
|
-$1.23M
|
-8,606
|
-2%
|
|
|
29
|
Jasper Ridge Partners
Menlo Park,
California
|
$56M
|
-$1.4M
|
-9,791
|
-2%
|
|
|
30
|
Corient Private Wealth
Miami,
Florida
|
$49M
|
+$1.64M
|
+11,457
|
+3%
|
|
|
31
|
Bishop & Co Investment Management
Erie,
Pennsylvania
|
$44.8M
|
-$6.55M
|
-45,714
|
Closed
|
|
|
32
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$43.7M
|
-$821K
|
-5,729
|
-2%
|
|
|
33
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$43.6M
|
-$771K
|
-5,378
|
-2%
|
|
|
34
|
SEI Investments
Oaks,
Pennsylvania
|
$42.3M
|
+$1.62M
|
+11,270
|
+4%
|
|
|
35
|
Brown Advisory
Baltimore,
Maryland
|
$39.3M
|
+$847K
|
+5,909
|
+2%
|
|
|
36
|
Whittier Trust
South Pasadena,
California
|
$39.3M
|
-$3.04M
|
-21,218
|
-7%
|
|
|
37
|
Facet Wealth Inc
Baltimore,
Maryland
|
$36.5M
|
-$3.97M
|
-27,697
|
-9%
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$35.4M
|
+$36.8M
|
+256,378
|
+5,522%
|
|
|
39
|
Ameriprise
Minneapolis,
Minnesota
|
$34.8M
|
-$8.95M
|
-62,387
|
-20%
|
|
|
40
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$34.1M
|
+$470K
|
+3,275
|
+1%
|
|
|
41
|
MAI Capital Management
Independence,
Ohio
|
$33.9M
|
-$54.1K
|
-377
|
-0.2%
|
|
|
42
|
Pathstone Family Office
Englewood,
New Jersey
|
$33.5M
|
+$64.9M
|
+452,492
|
+1,861%
|
|
|
43
|
SVB Wealth
Boston,
Massachusetts
|
$32.2M
|
-$3M
|
-20,920
|
-8%
|
|
|
44
|
Comprehensive Financial Management
Los Gatos,
California
|
$31.5M
|
–
|
–
|
–
|
|
|
45
|
Raymond James & Associates
St Petersburg,
Florida
|
$31.3M
|
-$203K
|
-1,419
|
-0.6%
|
|
|
46
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$31.1M
|
-$6.82M
|
-47,568
|
-19%
|
|
|
47
|
Truist Financial
Charlotte,
North Carolina
|
$31M
|
-$500K
|
-3,485
|
-2%
|
|
|
48
|
HighTower Advisors
Chicago,
Illinois
|
$30.1M
|
+$312K
|
+2,177
|
+1%
|
|
|
49
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$28.6M
|
-$3.91M
|
-27,263
|
-11%
|
|
|
50
|
Stephens Inc
Little Rock,
Arkansas
|
$26.5M
|
-$866K
|
-6,042
|
-3%
|
|
