|
26
|
First Interstate Bank
Billings,
Montana
|
$132M
|
-$1.75M
|
-30,233
|
-1%
|
|
|
27
|
Charles Schwab
San Francisco,
California
|
$124M
|
-$4.14M
|
-71,564
|
-3%
|
|
|
28
|
Bank of New York Mellon
New York
|
$120M
|
-$4.34M
|
-75,103
|
-4%
|
|
|
29
|
Morningstar Investment Services
Chicago,
Illinois
|
$119M
|
-$1.07M
|
-18,569
|
-0.9%
|
|
|
30
|
Foster Group
West Des Moines,
Iowa
|
$116M
|
+$7.5M
|
+129,803
|
+7%
|
|
|
31
|
|
$103M
|
+$88.5M
|
+1,530,111
|
+627%
|
|
|
32
|
Edgehill Endowment Partners
Hamden,
Connecticut
|
$93.6M
|
-$27M
|
-467,447
|
-23%
|
|
|
33
|
Jordan Park Group
San Francisco,
California
|
$85.7M
|
-$16.6M
|
-286,711
|
-16%
|
|
|
34
|
Bangor Savings Bank
Bangor,
Maine
|
$80.7M
|
+$4.26M
|
+73,726
|
+6%
|
|
|
35
|
LPL Financial
San Diego,
California
|
$79.7M
|
+$8.58M
|
+148,319
|
+12%
|
|
|
36
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$76.1M
|
-$6.61M
|
-114,248
|
-8%
|
|
|
37
|
Valeo Financial Advisors
Carmel,
Indiana
|
$71.3M
|
+$3.81M
|
+65,884
|
+6%
|
|
|
38
|
Mitsubishi UFJ Asset Management
Tokyo,
Japan
|
$68.6M
|
-$3.73M
|
-64,500
|
-5%
|
|
|
39
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$68.3M
|
+$2.48M
|
+42,851
|
+4%
|
|
|
40
|
Texas Treasury Safekeeping Trust Company
Austin,
Texas
|
$65.5M
|
–
|
–
|
–
|
|
|
41
|
Valmark Advisers
Akron,
Ohio
|
$59M
|
+$1.37M
|
+23,723
|
+2%
|
|
|
42
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$58.6M
|
+$16.1M
|
+278,817
|
+38%
|
|
|
43
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$58.5M
|
+$3.9M
|
+67,431
|
+7%
|
|
|
44
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$57.3M
|
+$1.53M
|
+26,470
|
+3%
|
|
|
45
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$53.1M
|
+$20.2M
|
+349,757
|
+62%
|
|
|
46
|
Gitterman Wealth Management
Edison,
New Jersey
|
$52.1M
|
-$211K
|
-3,643
|
-0.4%
|
|
|
47
|
Permanent Capital Management
Chicago,
Illinois
|
$49.4M
|
+$47.8M
|
+826,342
|
New
|
|
|
48
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$48.7M
|
+$48.3M
|
+836,017
|
New
|
|
|
49
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$47.6M
|
+$9.59M
|
+165,957
|
+25%
|
|
|
50
|
Truist Financial
Charlotte,
North Carolina
|
$46.9M
|
+$1.49M
|
+25,693
|
+3%
|
|
