|
26
|
Equitable Holdings
New York
|
$186M
|
+$10.3M
|
+123,493
|
+8%
|
|
|
27
|
Focus Partners Wealth
Boston,
Massachusetts
|
$182M
|
+$144K
|
+1,727
|
+0.1%
|
|
|
28
|
Bank of New York Mellon
New York
|
$171M
|
-$2.16M
|
-25,778
|
-1%
|
|
|
29
|
Facet Wealth Inc
Baltimore,
Maryland
|
$166M
|
+$13.5M
|
+161,251
|
+9%
|
|
|
30
|
Vanguard Capital Management
Malvern,
Pennsylvania
|
$166M
|
+$167M
|
+2,000,000
|
New
|
|
|
31
|
Corient Private Wealth
Miami,
Florida
|
$163M
|
-$870M
|
-10,395,430
|
-84%
|
|
|
32
|
First Interstate Bank
Billings,
Montana
|
$161M
|
+$10.5M
|
+125,741
|
+7%
|
|
|
33
|
Bernicke Wealth Management
Altoona,
Wisconsin
|
$143M
|
+$1.95M
|
+23,339
|
+1%
|
|
|
34
|
Buffalo Business & Estate Services
Orchard Park,
New York
|
$135M
|
+$1.11M
|
+13,222
|
+0.8%
|
|
|
35
|
|
$131M
|
-$1.01M
|
-12,093
|
-0.8%
|
|
|
36
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$128M
|
–
|
–
|
–
|
|
|
37
|
Constellation Investments
Montgomery,
Ohio
|
$127M
|
-$17.9M
|
-214,200
|
-12%
|
|
|
38
|
Huntington National Bank
Columbus,
Ohio
|
$124M
|
+$2.81M
|
+33,624
|
New
|
|
|
39
|
|
$120M
|
+$89.9M
|
+1,074,642
|
+285%
|
|
|
40
|
Empirical Wealth Management
Seattle,
Washington
|
$115M
|
+$1.75M
|
+20,924
|
+2%
|
|
|
41
|
Legacy Edge Advisors
Syosset,
New York
|
$113M
|
+$9.95M
|
+118,905
|
+10%
|
|
|
42
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$112M
|
+$5.56M
|
+66,411
|
+5%
|
|
|
43
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$107M
|
+$2.55M
|
+30,523
|
+2%
|
|
|
44
|
Davidson Capital Management
Corpus Christi,
Texas
|
$107M
|
+$32.3M
|
+386,499
|
+43%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$103M
|
+$1.15M
|
+13,747
|
+1%
|
|
|
46
|
Old Mission Capital
Chicago,
Illinois
|
$103M
|
+$86.1M
|
+1,029,481
|
+476%
|
|
|
47
|
AssetMark Inc
Concord,
California
|
$101M
|
-$1.89M
|
-22,634
|
-2%
|
|
|
48
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$101M
|
-$5.48M
|
-65,439
|
-5%
|
|
|
49
|
Jones Financial Companies
Des Peres,
Missouri
|
$98.3M
|
+$33.2M
|
+396,935
|
+49%
|
|
|
50
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$91M
|
+$3.75M
|
+44,815
|
+4%
|
|
