|
51
|
Fiduciary Trust
Boston,
Massachusetts
|
$206M
|
+$9.47M
|
+182,065
|
+5%
|
|
|
52
|
Linscomb Wealth
Houston,
Texas
|
$202M
|
+$7.27M
|
+139,799
|
+4%
|
|
|
53
|
Regions Financial Corp
Birmingham,
Alabama
|
$194M
|
+$18.6M
|
+357,191
|
+10%
|
|
|
54
|
Morningstar Investment Services
Chicago,
Illinois
|
$187M
|
+$8.8M
|
+169,177
|
+5%
|
|
|
55
|
Truist Financial
Charlotte,
North Carolina
|
$186M
|
+$2.26M
|
+43,457
|
+1%
|
|
|
56
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$181M
|
+$13.8M
|
+264,666
|
+8%
|
|
|
57
|
Pathstone Family Office
Englewood,
New Jersey
|
$177M
|
-$1.8M
|
-34,555
|
-1%
|
|
|
58
|
US Bancorp
Minneapolis,
Minnesota
|
$175M
|
+$5.77M
|
+110,997
|
+3%
|
|
|
59
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$175M
|
+$1.16M
|
+22,260
|
+0.6%
|
|
|
60
|
State of Tennessee, Department of Treasury
Nashville,
Tennessee
|
$173M
|
–
|
–
|
–
|
|
|
61
|
D.A. Davidson & Co
Great Falls,
Montana
|
$172M
|
+$2.52M
|
+48,484
|
+1%
|
|
|
62
|
Fisher Asset Management
Camas,
Washington
|
$164M
|
+$4.71M
|
+90,497
|
+3%
|
|
|
63
|
Raymond James & Associates
St Petersburg,
Florida
|
$160M
|
-$15.4M
|
-295,981
|
-9%
|
|
|
64
|
HighTower Advisors
Chicago,
Illinois
|
$156M
|
+$19.6M
|
+376,036
|
+14%
|
|
|
65
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$155M
|
+$5.68M
|
+109,197
|
+4%
|
|
|
66
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$149M
|
+$15.5M
|
+297,102
|
+11%
|
|
|
67
|
|
$146M
|
+$4.63M
|
+89,070
|
+3%
|
|
|
68
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$144M
|
+$3.87M
|
+74,317
|
+3%
|
|
|
69
|
AssetMark Inc
Concord,
California
|
$140M
|
+$920K
|
+17,690
|
+0.6%
|
|
|
70
|
Synovus Financial
Columbus,
Georgia
|
$132M
|
+$35.1M
|
+675,115
|
+35%
|
|
|
71
|
Facet Wealth Inc
Baltimore,
Maryland
|
$132M
|
+$26.1M
|
+500,884
|
+24%
|
|
|
72
|
AE Wealth Management
Topeka,
Kansas
|
$132M
|
-$408K
|
-7,835
|
-0.3%
|
|
|
73
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$131M
|
+$12.1M
|
+232,374
|
+10%
|
|
|
74
|
Bank of Hawaii
Honolulu,
Hawaii
|
$124M
|
+$5.23M
|
+100,507
|
+4%
|
|
|
75
|
Michael & Susan Dell Foundation
New York
|
$120M
|
-$11.9M
|
-228,485
|
-9%
|
|
