|
26
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$40.6M
|
-$152K
|
-2,580
|
-0.4%
|
|
|
27
|
Corient Private Wealth
Miami,
Florida
|
$39.6M
|
+$269K
|
+4,567
|
+0.7%
|
|
|
28
|
One Capital Management
Westlake Village,
California
|
$36.7M
|
+$2.46M
|
+41,663
|
+7%
|
|
|
29
|
Ballentine Partners
Waltham,
Massachusetts
|
$36M
|
-$1.43M
|
-24,244
|
-4%
|
|
|
30
|
Franklin Resources
San Mateo,
California
|
$35.3M
|
-$301K
|
-5,106
|
-0.8%
|
|
|
31
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$33.8M
|
+$338K
|
+5,736
|
+1%
|
|
|
32
|
|
$32.3M
|
+$21.9M
|
+370,408
|
+183%
|
|
|
33
|
Wellington Management Group
Boston,
Massachusetts
|
$31.7M
|
-$33.2M
|
-563,509
|
-50%
|
|
|
34
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$31.1M
|
-$4.09M
|
-69,234
|
-11%
|
|
|
35
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$30.4M
|
-$1.05M
|
-17,781
|
-3%
|
|
|
36
|
Coldstream Capital Management
Bellevue,
Washington
|
$30.3M
|
+$3.36M
|
+56,940
|
+12%
|
|
|
37
|
LPL Financial
San Diego,
California
|
$29.3M
|
+$832K
|
+14,095
|
+3%
|
|
|
38
|
Avantax Advisory Services
Dallas,
Texas
|
$28.5M
|
+$1.74M
|
+29,479
|
+6%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$27.4M
|
-$2.1M
|
-35,604
|
-7%
|
|
|
40
|
Buckingham Strategic Wealth
Clayton,
Missouri
|
$27.1M
|
-$23.8K
|
-404
|
-0.1%
|
|
|
41
|
Colony Group
Boston,
Massachusetts
|
$24.8M
|
+$1.17M
|
+19,812
|
+5%
|
|
|
42
|
Equitable Holdings
New York
|
$23.6M
|
+$46.8K
|
+794
|
+0.2%
|
|
|
43
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$23.3M
|
+$627K
|
+10,623
|
+3%
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$23.2M
|
-$804K
|
-13,626
|
-3%
|
|
|
45
|
Plancorp LLC
Saint Louis,
Missouri
|
$23.1M
|
+$46.1K
|
+782
|
+0.2%
|
|
|
46
|
Choreo LLC
Rockford,
Illinois
|
$22.1M
|
+$808K
|
+13,694
|
+4%
|
|
|
47
|
Baker Avenue Asset Management
San Francisco,
California
|
$19.8M
|
+$864K
|
+14,635
|
+4%
|
|
|
48
|
Osaic Holdings
Scottsdale,
Arizona
|
$19.7M
|
-$139K
|
-2,357
|
-0.7%
|
|
|
49
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$19.4M
|
-$2.24M
|
-37,915
|
-10%
|
|
|
50
|
Checchi Capital Advisers
Beverly Hills,
California
|
$18.2M
|
+$1.72M
|
+29,186
|
+10%
|
|
