|
26
|
Mission Wealth Management
Santa Barbara,
California
|
$256M
|
+$5.53M
|
+24,781
|
+2%
|
|
|
27
|
|
$252M
|
+$1.83M
|
+8,195
|
+0.8%
|
|
|
28
|
Churchill Management
Los Angeles,
California
|
$224M
|
+$211M
|
+946,160
|
New
|
|
|
29
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$223M
|
-$3.18M
|
-14,235
|
-1%
|
|
|
30
|
HighTower Advisors
Chicago,
Illinois
|
$204M
|
-$12.5M
|
-56,096
|
-6%
|
|
|
31
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$203M
|
+$191M
|
+858,315
|
New
|
|
|
32
|
Wealthspire Advisors (New York)
New York
|
$190M
|
+$11.7M
|
+52,608
|
+7%
|
|
|
33
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$184M
|
+$17.5M
|
+78,416
|
+11%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$175M
|
+$23.4M
|
+104,852
|
+17%
|
|
|
35
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$166M
|
+$33.5M
|
+150,303
|
+27%
|
|
|
36
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$158M
|
-$2.43M
|
-10,886
|
-2%
|
|
|
37
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$156M
|
+$15.6M
|
+70,144
|
+12%
|
|
|
38
|
|
$149M
|
+$11.4M
|
+51,128
|
+9%
|
|
|
39
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$147M
|
-$38.4M
|
-172,227
|
-22%
|
|
|
40
|
Vanguard Group
Malvern,
Pennsylvania
|
$145M
|
+$10.3M
|
+46,170
|
+8%
|
|
|
41
|
Grimes & Company
Westborough,
Massachusetts
|
$138M
|
+$1.61M
|
+7,233
|
+1%
|
|
|
42
|
Natixis Advisors
Boston,
Massachusetts
|
$133M
|
+$3.99M
|
+17,890
|
+3%
|
|
|
43
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$133M
|
+$3.63M
|
+16,263
|
+3%
|
|
|
44
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$129M
|
+$13.5M
|
+60,620
|
+12%
|
|
|
45
|
Clearstead Advisors
Cleveland,
Ohio
|
$127M
|
+$10.6M
|
+47,476
|
+10%
|
|
|
46
|
R.M. Davis Inc
Portland,
Maine
|
$122M
|
+$32.8K
|
+147
|
+0%
|
|
|
47
|
Pathstone Holdings
Englewood,
New Jersey
|
$119M
|
+$38.1M
|
+170,996
|
+41%
|
|
|
48
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$113M
|
+$2.55M
|
+11,444
|
+2%
|
|
|
49
|
Corient Private Wealth
Miami,
Florida
|
$113M
|
+$3.79M
|
+16,999
|
+4%
|
|
|
50
|
Truist Financial
Charlotte,
North Carolina
|
$107M
|
-$7.65M
|
-34,305
|
-7%
|
|
