|
26
|
Mission Wealth Management
Santa Barbara,
California
|
$223M
|
+$19.1M
|
+88,677
|
+10%
|
|
|
27
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$218M
|
-$1.77M
|
-8,218
|
-0.9%
|
|
|
28
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$207M
|
+$15.1M
|
+70,351
|
+8%
|
|
|
29
|
|
$187M
|
-$3.5M
|
-16,289
|
-2%
|
|
|
30
|
Fidelity Investments
Boston,
Massachusetts
|
$180M
|
+$1.29M
|
+5,992
|
+0.8%
|
|
|
31
|
HighTower Advisors
Chicago,
Illinois
|
$179M
|
-$3.26M
|
-15,153
|
-2%
|
|
|
32
|
Raymond James & Associates
St Petersburg,
Florida
|
$177M
|
+$6.63M
|
+30,802
|
+4%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$176M
|
-$5.96M
|
-27,719
|
-3%
|
|
|
34
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$170M
|
+$6.44M
|
+29,950
|
+4%
|
|
|
35
|
Wellington Management Group
Boston,
Massachusetts
|
$161M
|
–
|
–
|
–
|
|
|
36
|
State Street
Boston,
Massachusetts
|
$145M
|
-$4.33M
|
-20,120
|
-3%
|
|
|
37
|
Natixis Advisors
Boston,
Massachusetts
|
$145M
|
-$787K
|
-3,660
|
-0.6%
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$140M
|
+$2.29M
|
+10,637
|
+2%
|
|
|
39
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$119M
|
+$1.4M
|
+6,508
|
+1%
|
|
|
40
|
Truist Financial
Charlotte,
North Carolina
|
$111M
|
-$18.5M
|
-86,121
|
-15%
|
|
|
41
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$110M
|
+$74.5M
|
+346,493
|
+256%
|
|
|
42
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$107M
|
+$14.1M
|
+65,626
|
+16%
|
|
|
43
|
Vanguard Group
Malvern,
Pennsylvania
|
$105M
|
+$4.81M
|
+22,353
|
+5%
|
|
|
44
|
R.M. Davis Inc
Portland,
Maine
|
$101M
|
+$5.44M
|
+25,271
|
+6%
|
|
|
45
|
Efficient Advisors
Mason,
Ohio
|
$99.1M
|
-$1.81M
|
-8,414
|
-2%
|
|
|
46
|
Pinnacle Associates
New York
|
$95.1M
|
+$6.49M
|
+30,183
|
+8%
|
|
|
47
|
Balyasny Asset Management
Chicago,
Illinois
|
$92.3M
|
-$542K
|
-2,520
|
-0.6%
|
|
|
48
|
Corient Private Wealth
Miami,
Florida
|
$91.8M
|
-$95.3K
|
-443
|
-0.1%
|
|
|
49
|
Pathstone Holdings
Englewood,
New Jersey
|
$89.2M
|
-$2.92M
|
-13,566
|
-3%
|
|
|
50
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$89M
|
+$1.03M
|
+4,788
|
+1%
|
|
