|
26
|
Mission Wealth Management
Santa Barbara,
California
|
$234M
|
+$2.35M
|
+9,834
|
+0.9%
|
|
|
27
|
|
$234M
|
+$12.2M
|
+50,991
|
+5%
|
|
|
28
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$212M
|
+$746K
|
+3,123
|
+0.3%
|
|
|
29
|
HighTower Advisors
Chicago,
Illinois
|
$203M
|
+$33.7M
|
+140,986
|
+18%
|
|
|
30
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$190M
|
-$1.9M
|
-7,941
|
-0.9%
|
|
|
31
|
Fidelity Investments
Boston,
Massachusetts
|
$187M
|
+$10.2M
|
+42,735
|
+5%
|
|
|
32
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$175M
|
+$13.5M
|
+56,430
|
+8%
|
|
|
33
|
Wealthspire Advisors (New York)
New York
|
$166M
|
+$89.1M
|
+373,195
|
+99%
|
|
|
34
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$155M
|
-$8.99M
|
-37,628
|
-5%
|
|
|
35
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$150M
|
+$3.08M
|
+12,917
|
+2%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$141M
|
-$42.1M
|
-176,331
|
-22%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$130M
|
+$14.3M
|
+60,018
|
+11%
|
|
|
38
|
|
$128M
|
+$37.9M
|
+158,804
|
+38%
|
|
|
39
|
Grimes & Company
Westborough,
Massachusetts
|
$128M
|
-$30.1M
|
-125,934
|
-18%
|
|
|
40
|
Vanguard Group
Malvern,
Pennsylvania
|
$125M
|
+$12.9M
|
+53,930
|
+11%
|
|
|
41
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$122M
|
+$16.7M
|
+69,761
|
+15%
|
|
|
42
|
Natixis Advisors
Boston,
Massachusetts
|
$121M
|
+$8.38M
|
+35,093
|
+7%
|
|
|
43
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$120M
|
+$3.2M
|
+13,405
|
+3%
|
|
|
44
|
R.M. Davis Inc
Portland,
Maine
|
$114M
|
+$2.03M
|
+8,512
|
+2%
|
|
|
45
|
Clearstead Advisors
Cleveland,
Ohio
|
$108M
|
-$3.31M
|
-13,874
|
-3%
|
|
|
46
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$108M
|
+$8.87M
|
+37,130
|
+8%
|
|
|
47
|
Truist Financial
Charlotte,
North Carolina
|
$107M
|
+$4.53M
|
+18,984
|
+4%
|
|
|
48
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$103M
|
-$9.31M
|
-38,970
|
-8%
|
|
|
49
|
Corient Private Wealth
Miami,
Florida
|
$102M
|
+$16.7M
|
+69,766
|
+18%
|
|
|
50
|
Pinnacle Associates
New York
|
$99.5M
|
+$1.82M
|
+7,608
|
+2%
|
|
