|
26
|
Wellington Management Group
Boston,
Massachusetts
|
$169M
|
–
|
–
|
–
|
|
|
27
|
Mission Wealth Management
Santa Barbara,
California
|
$160M
|
+$9.68M
|
+48,579
|
+6%
|
|
|
28
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$154M
|
+$163M
|
+816,508
|
New
|
|
|
29
|
HighTower Advisors
Chicago,
Illinois
|
$147M
|
+$3.02M
|
+15,170
|
+2%
|
|
|
30
|
SignatureFD
Atlanta,
Georgia
|
$145M
|
+$2.16M
|
+10,863
|
+1%
|
|
|
31
|
State Street
Boston,
Massachusetts
|
$135M
|
+$53.9M
|
+270,483
|
+61%
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$129M
|
-$2.41M
|
-12,075
|
-2%
|
|
|
33
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$127M
|
+$875K
|
+4,391
|
+0.7%
|
|
|
34
|
Raymond James & Associates
St Petersburg,
Florida
|
$127M
|
-$155K
|
-777
|
-0.1%
|
|
|
35
|
WIT LLC
District Of Columbia,
District of Columbia
|
$121M
|
-$21.3M
|
-107,000
|
-14%
|
|
|
36
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$114M
|
+$1.22M
|
+6,101
|
+1%
|
|
|
37
|
|
$106M
|
+$12.4M
|
+62,083
|
+12%
|
|
|
38
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$105M
|
+$2.56M
|
+12,869
|
+2%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$103M
|
-$1.82M
|
-9,154
|
-2%
|
|
|
40
|
Efficient Advisors
Mason,
Ohio
|
$87.5M
|
-$1.33M
|
-6,682
|
-1%
|
|
|
41
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$87.3M
|
+$2.92M
|
+14,654
|
+3%
|
|
|
42
|
US Bancorp
Minneapolis,
Minnesota
|
$87.1M
|
+$5.65M
|
+28,341
|
+7%
|
|
|
43
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$78.8M
|
-$2.36M
|
-11,831
|
-3%
|
|
|
44
|
Vanguard Group
Malvern,
Pennsylvania
|
$78.7M
|
+$2.75M
|
+13,816
|
+3%
|
|
|
45
|
Pathstone Family Office
Englewood,
New Jersey
|
$73.5M
|
+$7.11M
|
+35,665
|
+10%
|
|
|
46
|
Pinnacle Associates
New York
|
$73M
|
-$350K
|
-1,755
|
-0.5%
|
|
|
47
|
Balyasny Asset Management
Chicago,
Illinois
|
$72.5M
|
+$76.4M
|
+383,298
|
New
|
|
|
48
|
R.M. Davis Inc
Portland,
Maine
|
$71.7M
|
+$3.23M
|
+16,229
|
+4%
|
|
|
49
|
Fusion Family Wealth
Woodbury,
New York
|
$71.6M
|
+$700K
|
+3,513
|
+0.9%
|
|
|
50
|
Natixis Advisors
Boston,
Massachusetts
|
$71.3M
|
-$1.67M
|
-8,367
|
-2%
|
|
