|
26
|
Corient Private Wealth
Miami,
Florida
|
$162M
|
-$5.1M
|
-62,774
|
-3%
|
|
|
27
|
Bank of New York Mellon
New York
|
$151M
|
+$312K
|
+3,845
|
+0.2%
|
|
|
28
|
First Interstate Bank
Billings,
Montana
|
$145M
|
-$22.3M
|
-274,294
|
-14%
|
|
|
29
|
|
$135M
|
+$4.2M
|
+51,648
|
+3%
|
|
|
30
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$134M
|
–
|
–
|
–
|
|
|
31
|
Facet Wealth Inc
Baltimore,
Maryland
|
$124M
|
+$10.9M
|
+133,944
|
+10%
|
|
|
32
|
Empirical Wealth Management
Seattle,
Washington
|
$107M
|
+$3.19M
|
+39,293
|
+3%
|
|
|
33
|
SONA Asset Management (US)
New York
|
$104M
|
+$56.9M
|
+700,000
|
+127%
|
|
|
34
|
Focus Partners Wealth
Boston,
Massachusetts
|
$103M
|
+$4.72M
|
+58,103
|
+5%
|
|
|
35
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$102M
|
-$6.61M
|
-81,303
|
-6%
|
|
|
36
|
Constellation Investments
Montgomery,
Ohio
|
$101M
|
+$47.9M
|
+590,000
|
+94%
|
|
|
37
|
AssetMark Inc
Concord,
California
|
$98.7M
|
+$6.82M
|
+83,892
|
+8%
|
|
|
38
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$91.3M
|
-$11.8M
|
-145,097
|
-12%
|
|
|
39
|
|
$90.4M
|
–
|
–
|
–
|
|
|
40
|
HighTower Advisors
Chicago,
Illinois
|
$87.1M
|
-$1.26M
|
-15,552
|
-1%
|
|
|
41
|
Legacy Edge Advisors
Syosset,
New York
|
$86.5M
|
-$724K
|
-8,913
|
-0.8%
|
|
|
42
|
Capital Advantage
Walnut Creek,
California
|
$85.9M
|
-$5.3M
|
-65,204
|
-6%
|
|
|
43
|
Truist Financial
Charlotte,
North Carolina
|
$85.2M
|
+$2.33M
|
+28,709
|
+3%
|
|
|
44
|
Equitable Holdings
New York
|
$85M
|
+$4.73M
|
+58,214
|
+6%
|
|
|
45
|
Rebalance
Palo Alto,
California
|
$80.3M
|
+$1.29M
|
+15,849
|
+2%
|
|
|
46
|
Sequoia Financial Advisors
Akron,
Ohio
|
$73.3M
|
+$10.6M
|
+130,458
|
+17%
|
|
|
47
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$73.3M
|
+$2.84M
|
+34,937
|
+4%
|
|
|
48
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$72.8M
|
+$2.09M
|
+25,700
|
+3%
|
|
|
49
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$71.8M
|
+$65.1M
|
+801,407
|
+1,249%
|
|
|
50
|
Mather Group
Chicago,
Illinois
|
$71.7M
|
+$70.2M
|
+864,643
|
+5,086,135%
|
|
