|
26
|
Pacific Life Fund Advisors
Newport Beach,
California
|
$58.5M
|
+$15.5M
|
+90,849
|
+34%
|
|
|
27
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$58.1M
|
-$2.9K
|
-17
|
-0%
|
|
|
28
|
Jasper Ridge Partners
Menlo Park,
California
|
$56.9M
|
–
|
–
|
–
|
|
|
29
|
Whittier Trust
South Pasadena,
California
|
$52.1M
|
+$1.46M
|
+8,575
|
+3%
|
|
|
30
|
Pathstone Holdings
Englewood,
New Jersey
|
$50.2M
|
+$396K
|
+2,319
|
+0.8%
|
|
|
31
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$47.4M
|
-$2.3M
|
-13,463
|
-4%
|
|
|
32
|
BNP Paribas Financial Markets
Paris,
France
|
$43.7M
|
+$230K
|
+1,347
|
+0.5%
|
|
|
33
|
Facet Wealth Inc
Baltimore,
Maryland
|
$43.3M
|
-$32.4M
|
-190,025
|
-42%
|
|
|
34
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$43.1M
|
+$353K
|
+2,067
|
+0.8%
|
|
|
35
|
Focus Partners Wealth
Boston,
Massachusetts
|
$42.8M
|
+$25.6M
|
+150,199
|
+136%
|
|
|
36
|
MAI Capital Management
Independence,
Ohio
|
$42.5M
|
+$3.8M
|
+22,281
|
+9%
|
|
|
37
|
Bank of New York Mellon
New York
|
$42.4M
|
-$3.83M
|
-22,457
|
-8%
|
|
|
38
|
SEI Investments
Oaks,
Pennsylvania
|
$40.7M
|
-$3.01M
|
-17,659
|
-7%
|
|
|
39
|
Choreo LLC
Rockford,
Illinois
|
$38.7M
|
+$1.19M
|
+6,961
|
+3%
|
|
|
40
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$38.2M
|
-$595K
|
-3,485
|
-1%
|
|
|
41
|
Ameriprise
Minneapolis,
Minnesota
|
$38.2M
|
+$10.7M
|
+62,832
|
+37%
|
|
|
42
|
Allspring Global Investments
Charlotte,
North Carolina
|
$38.1M
|
-$672K
|
-3,937
|
-2%
|
|
|
43
|
Comprehensive Financial Management
Los Gatos,
California
|
$37.8M
|
–
|
–
|
–
|
|
|
44
|
Brown Advisory
Baltimore,
Maryland
|
$37.3M
|
+$6.04M
|
+35,401
|
+18%
|
|
|
45
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$37.1M
|
+$780K
|
+4,568
|
+2%
|
|
|
46
|
Stephens Group Asset Management
Little Rock,
Arkansas
|
$36.4M
|
-$28.5K
|
-167
|
-0.1%
|
|
|
47
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$33.6M
|
+$6.66K
|
+39
|
+0%
|
|
|
48
|
Principal Financial Group
Des Moines,
Iowa
|
$33.1M
|
+$24.6M
|
+143,940
|
+249%
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$31M
|
+$167K
|
+979
|
+0.5%
|
|
|
50
|
Fidelity Investments
Boston,
Massachusetts
|
$30.4M
|
-$2.12M
|
-12,451
|
-6%
|
|
