|
26
|
WIT LLC
District Of Columbia,
District of Columbia
|
$163M
|
–
|
–
|
–
|
|
|
27
|
SignatureFD
Atlanta,
Georgia
|
$156M
|
+$3.02M
|
+13,595
|
+2%
|
|
|
28
|
Truist Financial
Charlotte,
North Carolina
|
$150M
|
-$3.96M
|
-17,805
|
-3%
|
|
|
29
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$145M
|
+$452K
|
+2,034
|
+0.3%
|
|
|
30
|
Private Advisor Group
Morristown,
New Jersey
|
$128M
|
+$36.2M
|
+162,863
|
+39%
|
|
|
31
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$122M
|
-$1.6M
|
-7,217
|
-1%
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$121M
|
+$7.48M
|
+33,666
|
+6%
|
|
|
33
|
Mission Wealth Management
Santa Barbara,
California
|
$120M
|
+$8.36M
|
+37,588
|
+7%
|
|
|
34
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$114M
|
+$12.9M
|
+57,804
|
+12%
|
|
|
35
|
Karpus Investment Management
Pittsford,
New York
|
$112M
|
-$2.26M
|
-10,174
|
-2%
|
|
|
36
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$108M
|
-$11.3M
|
-50,855
|
-9%
|
|
|
37
|
Raymond James & Associates
St Petersburg,
Florida
|
$107M
|
-$7.47M
|
-33,609
|
-6%
|
|
|
38
|
Mariner
Overland Park,
Kansas
|
$98.5M
|
+$14M
|
+63,085
|
+16%
|
|
|
39
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$98M
|
+$53.7M
|
+241,617
|
+117%
|
|
|
40
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$84.4M
|
+$85.8M
|
+386,078
|
New
|
|
|
41
|
Pinnacle Associates
New York
|
$83.9M
|
+$161K
|
+726
|
+0.2%
|
|
|
42
|
|
$82.1M
|
+$3.85M
|
+17,314
|
+5%
|
|
|
43
|
M&T Bank
Buffalo,
New York
|
$81.2M
|
-$1.25M
|
-5,618
|
-1%
|
|
|
44
|
Annex Advisory Services
Brookfield,
Wisconsin
|
$73.8M
|
+$2.35M
|
+10,558
|
+3%
|
|
|
45
|
Pathstone Family Office
Englewood,
New Jersey
|
$72.7M
|
-$254K
|
-1,143
|
-0.3%
|
|
|
46
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$72.4M
|
+$555K
|
+2,495
|
+0.8%
|
|
|
47
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$71.6M
|
+$8.76M
|
+39,394
|
+14%
|
|
|
48
|
Baker Avenue Asset Management
San Francisco,
California
|
$68.4M
|
-$251K
|
-1,127
|
-0.4%
|
|
|
49
|
|
$68.2M
|
-$83.7M
|
-376,639
|
-55%
|
|
|
50
|
Franklin Resources
San Mateo,
California
|
$68.2M
|
+$66.3M
|
+298,261
|
+2,225%
|
|
