|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$41.7M
|
+$4.52M
|
+84,232
|
+13%
|
|
|
27
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$41.4M
|
-$2.31M
|
-43,075
|
-6%
|
|
|
28
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$40.7M
|
+$52.1K
|
+970
|
+0.1%
|
|
|
29
|
HighTower Advisors
Chicago,
Illinois
|
$39.1M
|
+$464K
|
+8,650
|
+1%
|
|
|
30
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$38.9M
|
-$1.66M
|
-30,992
|
-4%
|
|
|
31
|
Wellington Management Group
Boston,
Massachusetts
|
$38.2M
|
-$13.4M
|
-249,422
|
-27%
|
|
|
32
|
Corient Private Wealth
Miami,
Florida
|
$38.1M
|
+$36.2M
|
+674,891
|
New
|
|
|
33
|
|
$35.7M
|
+$5.64M
|
+105,050
|
+20%
|
|
|
34
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$33.5M
|
-$90.8K
|
-1,691
|
-0.3%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$33M
|
-$21.1M
|
-392,231
|
-40%
|
|
|
36
|
Franklin Resources
San Mateo,
California
|
$30.9M
|
-$1.25M
|
-23,285
|
-4%
|
|
|
37
|
One Capital Management
Westlake Village,
California
|
$30.1M
|
+$2.21M
|
+41,260
|
+8%
|
|
|
38
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$28.3M
|
-$114K
|
-2,130
|
-0.4%
|
|
|
39
|
LPL Financial
San Diego,
California
|
$28.2M
|
+$233K
|
+4,345
|
+0.9%
|
|
|
40
|
Equitable Holdings
New York
|
$27.2M
|
+$1.02M
|
+18,953
|
+4%
|
|
|
41
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$26.6M
|
+$2.74M
|
+50,975
|
+13%
|
|
|
42
|
Avantax Advisory Services
Dallas,
Texas
|
$26.1M
|
+$2.4M
|
+44,653
|
+11%
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$26M
|
-$3.57M
|
-66,464
|
-13%
|
|
|
44
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$26M
|
+$15.7M
|
+293,114
|
+175%
|
|
|
45
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$25.9M
|
+$1.05M
|
+19,612
|
+4%
|
|
|
46
|
American Financial Advisors
Marietta,
Georgia
|
$25.4M
|
-$660K
|
-12,302
|
-3%
|
|
|
47
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$24.4M
|
+$23.2M
|
+431,429
|
New
|
|
|
48
|
Plancorp LLC
Saint Louis,
Missouri
|
$24.2M
|
+$1.21M
|
+22,629
|
+6%
|
|
|
49
|
Pathstone Family Office
Englewood,
New Jersey
|
$22.7M
|
+$3.32M
|
+61,780
|
+18%
|
|
|
50
|
Barclays
London,
United Kingdom
|
$21.7M
|
+$2.09M
|
+38,869
|
+11%
|
|
