|
76
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$79.5M
|
-$14.9M
|
-86,581
|
-17%
|
|
|
77
|
Pinnacle Associates
New York
|
$77.7M
|
+$980K
|
+5,677
|
+1%
|
|
|
78
|
Baker Avenue Asset Management
San Francisco,
California
|
$76.2M
|
+$167K
|
+966
|
+0.2%
|
|
|
79
|
US Bancorp
Minneapolis,
Minnesota
|
$75.9M
|
+$691K
|
+4,005
|
+1%
|
|
|
80
|
Bogart Wealth LLC
Mclean,
Virginia
|
$75.5M
|
-$31.8M
|
-184,219
|
-31%
|
|
|
81
|
Austin Private Wealth
Austin,
Texas
|
$75M
|
-$5.19M
|
-30,045
|
-7%
|
|
|
82
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$74.8M
|
-$3.25M
|
-18,851
|
-4%
|
|
|
83
|
Valence8 US
Cambridge,
Massachusetts
|
$72.8M
|
+$10.1M
|
+58,552
|
+17%
|
|
|
84
|
Sagespring Wealth Partners
Franklin,
Tennessee
|
$71.9M
|
+$4.46M
|
+25,830
|
+7%
|
|
|
85
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$70.2M
|
+$7.49M
|
+43,400
|
+13%
|
|
|
86
|
Cresset Asset Management
Chicago,
Illinois
|
$69.3M
|
-$24.1M
|
-139,436
|
-27%
|
|
|
87
|
Gradient Investments
Arden Hills,
Minnesota
|
$68.6M
|
+$559K
|
+3,241
|
+0.9%
|
|
|
88
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$66.5M
|
+$23M
|
+133,457
|
+58%
|
|
|
89
|
Truist Financial
Charlotte,
North Carolina
|
$65.6M
|
-$2.16M
|
-12,543
|
-3%
|
|
|
90
|
Schoolcraft Capital
Boulder,
Colorado
|
$65.1M
|
-$4.82M
|
-27,951
|
-7%
|
|
|
91
|
Landaas & Company
Milwaukee,
Wisconsin
|
$64.8M
|
+$111K
|
+644
|
+0.2%
|
|
|
92
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$64.2M
|
+$2.18M
|
+12,621
|
+4%
|
|
|
93
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$63.2M
|
-$4.6M
|
-26,682
|
-7%
|
|
|
94
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$62.3M
|
+$58.8M
|
+340,511
|
New
|
|
|
95
|
Financial Advisors
Andover,
Massachusetts
|
$61.3M
|
-$26.6K
|
-154
|
-0%
|
|
|
96
|
Steward Partners Investment Advisory
New York
|
$59.5M
|
+$4.98M
|
+28,860
|
+10%
|
|
|
97
|
Atria Investments
Charlotte,
North Carolina
|
$59.4M
|
+$4.8M
|
+27,820
|
+9%
|
|
|
98
|
Modern Wealth Management
Lenexa,
Kansas
|
$58.6M
|
+$3.14M
|
+18,185
|
+6%
|
|
|
99
|
Cambridge Associates
Boston,
Massachusetts
|
$58.4M
|
-$4.21M
|
-24,372
|
-7%
|
|
|
100
|
Atria Wealth Solutions
New York
|
$57.7M
|
-$32.4M
|
-187,778
|
-37%
|
|
