|
26
|
Bank of New York Mellon
New York
|
$358M
|
-$6.48M
|
-83,636
|
-2%
|
|
|
27
|
HighTower Advisors
Chicago,
Illinois
|
$352M
|
+$1.76M
|
+22,760
|
+0.5%
|
|
|
28
|
Border to Coast Pensions Partnership
Leeds,
United Kingdom
|
$328M
|
–
|
–
|
–
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$317M
|
-$7.26M
|
-93,592
|
-2%
|
|
|
30
|
Midwest Trust
Overland Park,
Kansas
|
$292M
|
-$38M
|
-490,565
|
-12%
|
|
|
31
|
|
$291M
|
+$735K
|
+9,475
|
+0.3%
|
|
|
32
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$283M
|
-$236K
|
-3,050
|
-0.1%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$278M
|
+$39.9M
|
+514,422
|
+18%
|
|
|
34
|
Rockefeller Capital Management
New York
|
$269M
|
+$11.1M
|
+143,800
|
+5%
|
|
|
35
|
Regions Financial Corp
Birmingham,
Alabama
|
$264M
|
-$73.8M
|
-951,619
|
-23%
|
|
|
36
|
Beacon Pointe Advisors
Newport Beach,
California
|
$254M
|
+$14.4M
|
+185,452
|
+6%
|
|
|
37
|
Stifel Financial
St. Louis,
Missouri
|
$236M
|
+$1.62M
|
+20,903
|
+0.7%
|
|
|
38
|
Clearstead Advisors
Cleveland,
Ohio
|
$228M
|
-$417K
|
-5,384
|
-0.2%
|
|
|
39
|
SigFig Wealth Management
San Francisco,
California
|
$202M
|
+$3.83M
|
+49,404
|
+2%
|
|
|
40
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$201M
|
-$575K
|
-7,412
|
-0.3%
|
|
|
41
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$197M
|
-$2.24M
|
-28,830
|
-1%
|
|
|
42
|
Pathstone Holdings
Englewood,
New Jersey
|
$194M
|
+$771K
|
+9,939
|
+0.4%
|
|
|
43
|
Wealthspire Advisors (New York)
New York
|
$189M
|
-$10M
|
-128,992
|
-5%
|
|
|
44
|
Fidelity Investments
Boston,
Massachusetts
|
$184M
|
+$3.72M
|
+48,045
|
+2%
|
|
|
45
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$174M
|
-$3.22M
|
-41,483
|
-2%
|
|
|
46
|
Truist Financial
Charlotte,
North Carolina
|
$158M
|
+$8.29M
|
+106,977
|
+6%
|
|
|
47
|
Joel Isaacson & Co
New York
|
$156M
|
+$2.53M
|
+32,570
|
+2%
|
|
|
48
|
Corient Private Wealth
Miami,
Florida
|
$155M
|
-$4M
|
-51,554
|
-3%
|
|
|
49
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$155M
|
+$2.81M
|
+36,292
|
+2%
|
|
|
50
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$144M
|
-$20.6M
|
-266,049
|
-13%
|
|
