|
26
|
Mission Wealth Management
Santa Barbara,
California
|
$284M
|
+$8.75M
|
+35,271
|
+3%
|
|
|
27
|
|
$283M
|
+$12.7M
|
+51,057
|
+5%
|
|
|
28
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$281M
|
+$111M
|
+449,369
|
+68%
|
|
|
29
|
Grimes & Company
Westborough,
Massachusetts
|
$274M
|
+$123M
|
+494,886
|
+85%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$267M
|
-$12.2M
|
-49,013
|
-4%
|
|
|
31
|
HighTower Advisors
Chicago,
Illinois
|
$239M
|
+$19.7M
|
+79,567
|
+9%
|
|
|
32
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$237M
|
-$2.04M
|
-8,239
|
-0.9%
|
|
|
33
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$227M
|
+$8.4M
|
+33,863
|
+4%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$211M
|
+$22.9M
|
+92,283
|
+12%
|
|
|
35
|
Wealthspire Advisors (New York)
New York
|
$202M
|
-$1.87M
|
-7,532
|
-0.9%
|
|
|
36
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$191M
|
-$6.1M
|
-24,579
|
-3%
|
|
|
37
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$189M
|
+$11.1M
|
+44,827
|
+6%
|
|
|
38
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$187M
|
+$17.1M
|
+68,977
|
+10%
|
|
|
39
|
|
$165M
|
+$5.51M
|
+22,223
|
+4%
|
|
|
40
|
State Street
Boston,
Massachusetts
|
$160M
|
+$60.5M
|
+243,938
|
+64%
|
|
|
41
|
Vanguard Group
Malvern,
Pennsylvania
|
$157M
|
+$1.04M
|
+4,194
|
+0.7%
|
|
|
42
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$144M
|
+$1.38M
|
+5,574
|
+1%
|
|
|
43
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$142M
|
+$2.69M
|
+10,827
|
+2%
|
|
|
44
|
Clearstead Advisors
Cleveland,
Ohio
|
$138M
|
+$1.72M
|
+6,951
|
+1%
|
|
|
45
|
R.M. Davis Inc
Portland,
Maine
|
$132M
|
+$1.17M
|
+4,721
|
+0.9%
|
|
|
46
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$126M
|
-$30.1M
|
-121,525
|
-20%
|
|
|
47
|
Pathstone Holdings
Englewood,
New Jersey
|
$126M
|
-$22.4M
|
-90,206
|
-15%
|
|
|
48
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$126M
|
+$4.36M
|
+17,576
|
+4%
|
|
|
49
|
Truist Financial
Charlotte,
North Carolina
|
$115M
|
+$732K
|
+2,951
|
+0.7%
|
|
|
50
|
Pinnacle Associates
New York
|
$115M
|
+$2.58M
|
+10,421
|
+2%
|
|
