|
26
|
Fidelity Investments
Boston,
Massachusetts
|
$70.6M
|
-$1.99M
|
-9,072
|
-3%
|
|
|
27
|
|
$68.1M
|
+$21.6M
|
+98,527
|
+45%
|
|
|
28
|
Commerce Bank
Kansas City,
Missouri
|
$66.5M
|
+$13.6M
|
+61,973
|
+25%
|
|
|
29
|
Bank of New York Mellon
New York
|
$61.2M
|
-$7.35M
|
-33,526
|
-11%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$54.6M
|
+$10.7M
|
+48,840
|
+24%
|
|
|
31
|
Brown Advisory
Baltimore,
Maryland
|
$54.1M
|
+$24.1M
|
+110,092
|
+78%
|
|
|
32
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$52.5M
|
+$37.5M
|
+171,350
|
+233%
|
|
|
33
|
SEI Investments
Oaks,
Pennsylvania
|
$52M
|
+$11.9M
|
+54,173
|
+29%
|
|
|
34
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$51M
|
+$40.1M
|
+183,211
|
+335%
|
|
|
35
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$48.8M
|
+$2.73M
|
+12,443
|
+6%
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$45M
|
+$14.3M
|
+65,455
|
+45%
|
|
|
37
|
|
$42.9M
|
-$43.7M
|
-199,591
|
-50%
|
|
|
38
|
Osaic Holdings
Scottsdale,
Arizona
|
$39M
|
+$1.28M
|
+5,857
|
+3%
|
|
|
39
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$36.8M
|
-$1.76M
|
-8,025
|
-4%
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$36.6M
|
+$3.55M
|
+16,188
|
+10%
|
|
|
41
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$35.6M
|
+$8.89M
|
+40,563
|
+32%
|
|
|
42
|
Corient Private Wealth
Miami,
Florida
|
$35M
|
+$28M
|
+128,018
|
New
|
|
|
43
|
KeyBank National Association
Cleveland,
Ohio
|
$34.5M
|
-$789K
|
-3,601
|
-2%
|
|
|
44
|
Silvercrest Asset Management
New York
|
$29.8M
|
+$7.85M
|
+35,809
|
+35%
|
|
|
45
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$29M
|
-$8.11K
|
-37
|
-0%
|
|
|
46
|
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
$29M
|
+$29.6M
|
+135,000
|
New
|
|
|
47
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.3M
|
-$879K
|
-4,011
|
-3%
|
|
|
48
|
Avantax Planning Partners
Dubuque,
Iowa
|
$26.8M
|
+$4.17M
|
+19,045
|
+18%
|
|
|
49
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.8M
|
-$974K
|
-4,444
|
-4%
|
|
|
50
|
Choreo LLC
Rockford,
Illinois
|
$25.5M
|
+$1.23M
|
+5,602
|
+5%
|
|
