|
26
|
Corient Private Wealth
Miami,
Florida
|
$830M
|
+$230M
|
+4,529,132
|
+35%
|
|
|
27
|
Bank of New York Mellon
New York
|
$824M
|
-$7.17M
|
-140,986
|
-0.9%
|
|
|
28
|
|
$815M
|
+$86.5M
|
+1,700,587
|
+12%
|
|
|
29
|
US Bancorp
Minneapolis,
Minnesota
|
$803M
|
-$26.3M
|
-518,028
|
-3%
|
|
|
30
|
Jasper Ridge Partners
Menlo Park,
California
|
$725M
|
+$34.8M
|
+684,527
|
+5%
|
|
|
31
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$716M
|
+$539K
|
+10,596
|
+0.1%
|
|
|
32
|
Valmark Advisers
Akron,
Ohio
|
$580M
|
+$11.1M
|
+217,490
|
+2%
|
|
|
33
|
RWA Wealth Partners
Newton,
Massachusetts
|
$574M
|
+$1.55M
|
+30,468
|
+0.3%
|
|
|
34
|
|
$572M
|
-$102M
|
-1,996,945
|
-16%
|
|
|
35
|
HighTower Advisors
Chicago,
Illinois
|
$554M
|
+$8.07M
|
+158,607
|
+2%
|
|
|
36
|
Wealthspire Advisors (New York)
New York
|
$521M
|
+$35.3M
|
+693,986
|
+8%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$418M
|
+$20.1M
|
+396,049
|
+5%
|
|
|
38
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$395M
|
-$5.55M
|
-109,122
|
-1%
|
|
|
39
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$392M
|
+$24.9M
|
+489,003
|
+7%
|
|
|
40
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$381M
|
+$38.9M
|
+765,585
|
+12%
|
|
|
41
|
KeyBank National Association
Cleveland,
Ohio
|
$378M
|
-$17.8M
|
-350,370
|
-5%
|
|
|
42
|
SCS Capital Management
Boston,
Massachusetts
|
$376M
|
-$8.17M
|
-160,758
|
-2%
|
|
|
43
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$368M
|
+$19.9M
|
+390,896
|
+6%
|
|
|
44
|
Morningstar Investment Services
Chicago,
Illinois
|
$367M
|
+$18.8M
|
+370,107
|
+6%
|
|
|
45
|
Facet Wealth Inc
Baltimore,
Maryland
|
$367M
|
+$16.6M
|
+326,989
|
+5%
|
|
|
46
|
Michael & Susan Dell Foundation
New York
|
$363M
|
–
|
–
|
–
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
$361M
|
+$21.3M
|
+418,581
|
+7%
|
|
|
48
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$355M
|
+$7.42M
|
+145,949
|
+2%
|
|
|
49
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$325M
|
+$9.68M
|
+190,392
|
+3%
|
|
|
50
|
M&T Bank
Buffalo,
New York
|
$315M
|
-$6.19M
|
-121,650
|
-2%
|
|
