|
26
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$127M
|
+$25.4M
|
+143,932
|
+28%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$127M
|
+$6M
|
+34,026
|
+6%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$125M
|
+$4.65M
|
+26,373
|
+4%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$118M
|
+$5.79M
|
+32,847
|
+6%
|
|
|
30
|
Wellington Management Group
Boston,
Massachusetts
|
$116M
|
-$112M
|
-636,987
|
-52%
|
|
|
31
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$115M
|
+$4.05M
|
+22,947
|
+4%
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$109M
|
-$37.3M
|
-211,702
|
-27%
|
|
|
33
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$105M
|
+$3.94M
|
+22,337
|
+4%
|
|
|
34
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$97.6M
|
-$201K
|
-1,140
|
-0.2%
|
|
|
35
|
Karpus Investment Management
Pittsford,
New York
|
$91.3M
|
+$3.5M
|
+19,820
|
+4%
|
|
|
36
|
Raymond James & Associates
St Petersburg,
Florida
|
$88.2M
|
+$2.3M
|
+13,020
|
+3%
|
|
|
37
|
Mission Wealth Management
Santa Barbara,
California
|
$87M
|
+$9.03M
|
+51,170
|
+13%
|
|
|
38
|
Private Advisor Group
Morristown,
New Jersey
|
$80.8M
|
+$8.72M
|
+49,422
|
+14%
|
|
|
39
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$78.8M
|
+$23.8M
|
+134,908
|
+50%
|
|
|
40
|
M&T Bank
Buffalo,
New York
|
$78.6M
|
-$4.59M
|
-26,035
|
-6%
|
|
|
41
|
ExodusPoint Capital Management
New York
|
$77.9M
|
+$70.6M
|
+400,000
|
New
|
|
|
42
|
Baker Avenue Asset Management
San Francisco,
California
|
$73.7M
|
-$1.98M
|
-11,244
|
-3%
|
|
|
43
|
Pinnacle Associates
New York
|
$73.6M
|
+$529K
|
+2,998
|
+0.8%
|
|
|
44
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$71.7M
|
+$851K
|
+4,822
|
+1%
|
|
|
45
|
|
$69.2M
|
+$7.26M
|
+41,158
|
+13%
|
|
|
46
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$68.4M
|
+$1.65M
|
+9,341
|
+3%
|
|
|
47
|
Vista Capital Partners
Portland,
Oregon
|
$66M
|
-$4.11M
|
-23,295
|
-6%
|
|
|
48
|
Pathstone Family Office
Englewood,
New Jersey
|
$65.3M
|
+$59.2M
|
+335,301
|
+859,746%
|
|
|
49
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$65M
|
–
|
–
|
–
|
|
|
50
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$64M
|
+$4.29M
|
+24,308
|
+8%
|
|
