|
26
|
HighTower Advisors
Chicago,
Illinois
|
$125M
|
+$36.6M
|
+623,369
|
+41%
|
|
|
27
|
Bank of New York Mellon
New York
|
$125M
|
+$16.9M
|
+288,537
|
+16%
|
|
|
28
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$121M
|
+$18.7M
|
+318,247
|
+18%
|
|
|
29
|
Morningstar Investment Services
Chicago,
Illinois
|
$121M
|
-$116M
|
-1,978,730
|
-49%
|
|
|
30
|
Foster Group
West Des Moines,
Iowa
|
$109M
|
-$29.4M
|
-501,649
|
-21%
|
|
|
31
|
Jordan Park Group
San Francisco,
California
|
$103M
|
-$6M
|
-102,216
|
-5%
|
|
|
32
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$83.2M
|
+$19.9M
|
+338,720
|
+31%
|
|
|
33
|
Bangor Savings Bank
Bangor,
Maine
|
$76.8M
|
+$5.27M
|
+89,886
|
+7%
|
|
|
34
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$72.6M
|
+$317K
|
+5,400
|
+0.4%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$71.5M
|
-$9.09M
|
-154,940
|
-11%
|
|
|
36
|
Valeo Financial Advisors
Carmel,
Indiana
|
$66.4M
|
+$4.92M
|
+83,821
|
+8%
|
|
|
37
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$66.2M
|
+$7.1M
|
+121,047
|
+12%
|
|
|
38
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$65.8M
|
–
|
–
|
–
|
|
|
39
|
Relative Value Partners Group
|
$62.7M
|
+$481K
|
+8,200
|
+0.8%
|
|
|
40
|
Valmark Advisers
Akron,
Ohio
|
$57.9M
|
+$1.97M
|
+33,631
|
+4%
|
|
|
41
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$56.1M
|
+$4.91M
|
+83,753
|
+10%
|
|
|
42
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$54.9M
|
+$55M
|
+937,696
|
New
|
|
|
43
|
Gitterman Wealth Management
Edison,
New Jersey
|
$52.6M
|
-$21.1M
|
-359,181
|
-29%
|
|
|
44
|
|
$48.9M
|
+$414K
|
+7,055
|
+0.9%
|
|
|
45
|
Wellington Management Group
Boston,
Massachusetts
|
$48.2M
|
+$48.3M
|
+823,750
|
New
|
|
|
46
|
Tanglewood Wealth Management
Houston,
Texas
|
$47.6M
|
-$871K
|
-14,846
|
-2%
|
|
|
47
|
Truist Financial
Charlotte,
North Carolina
|
$45.6M
|
-$387K
|
-6,602
|
-0.8%
|
|
|
48
|
Cliffwater
Marina Del Rey,
California
|
$44.8M
|
+$333K
|
+5,682
|
+0.7%
|
|
|
49
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$42.5M
|
+$1.31M
|
+22,340
|
+3%
|
|
|
50
|
Libra Wealth
Los Gatos,
California
|
$41.5M
|
+$2.07M
|
+35,250
|
+5%
|
|
