|
26
|
Corient Private Wealth
Miami,
Florida
|
$169M
|
-$8.2M
|
-100,448
|
-5%
|
|
|
27
|
Blue Trust Inc
Alpharetta,
Georgia
|
$159M
|
-$52.7M
|
-645,686
|
-25%
|
|
|
28
|
First Interstate Bank
Billings,
Montana
|
$151M
|
+$2.54M
|
+31,138
|
+2%
|
|
|
29
|
Bank of New York Mellon
New York
|
$150M
|
+$7.46M
|
+91,367
|
+5%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$129M
|
+$9.23M
|
+113,072
|
+8%
|
|
|
31
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$129M
|
–
|
–
|
–
|
|
|
32
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$127M
|
+$12.4M
|
+151,858
|
+11%
|
|
|
33
|
|
$126M
|
+$78.5M
|
+961,268
|
+157%
|
|
|
34
|
RiverFront Investment Group
Richmond,
Virginia
|
$116M
|
+$177K
|
+2,169
|
+0.2%
|
|
|
35
|
TownSquare Capital
Provo,
Utah
|
$114M
|
+$17.1M
|
+209,703
|
+17%
|
|
|
36
|
Facet Wealth Inc
Baltimore,
Maryland
|
$103M
|
+$7.16M
|
+87,695
|
+7%
|
|
|
37
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$103M
|
-$5.97M
|
-73,154
|
-5%
|
|
|
38
|
Empirical Wealth Management
Seattle,
Washington
|
$98.7M
|
+$3.67M
|
+44,911
|
+4%
|
|
|
39
|
Focus Partners Wealth
Boston,
Massachusetts
|
$90.6M
|
+$29.8M
|
+364,826
|
+48%
|
|
|
40
|
Capital Advantage
Walnut Creek,
California
|
$88.3M
|
-$15.8M
|
-193,510
|
-15%
|
|
|
41
|
|
$87.5M
|
–
|
–
|
–
|
|
|
42
|
AssetMark Inc
Concord,
California
|
$87.1M
|
+$2.7M
|
+33,105
|
+3%
|
|
|
43
|
Equitable Holdings
New York
|
$77.8M
|
+$4.96M
|
+60,776
|
+7%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$76.3M
|
+$209K
|
+2,561
|
+0.3%
|
|
|
45
|
Rebalance
Palo Alto,
California
|
$74.8M
|
+$2.29M
|
+28,100
|
+3%
|
|
|
46
|
Davidson Capital Management
Corpus Christi,
Texas
|
$69.9M
|
+$5.12M
|
+62,705
|
+8%
|
|
|
47
|
HighTower Advisors
Chicago,
Illinois
|
$68.5M
|
+$8.32M
|
+101,878
|
+14%
|
|
|
48
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$67.4M
|
-$8.03M
|
-98,400
|
-10%
|
|
|
49
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$66.9M
|
+$16.9M
|
+206,977
|
+33%
|
|
|
50
|
Strategic Financial Services
Utica,
New York
|
$63M
|
-$20.5M
|
-251,121
|
-24%
|
|
