|
26
|
Nicholas Hoffman & Company
Atlanta,
Georgia
|
$341M
|
+$1M
|
+13,788
|
+0.3%
|
|
|
27
|
Border to Coast Pensions Partnership
Leeds,
United Kingdom
|
$332M
|
-$19.5M
|
-268,272
|
-6%
|
|
|
28
|
|
$325M
|
+$50.6M
|
+696,264
|
+18%
|
|
|
29
|
HighTower Advisors
Chicago,
Illinois
|
$308M
|
+$12.2M
|
+168,272
|
+4%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$303M
|
-$32M
|
-439,340
|
-10%
|
|
|
31
|
Bank of New York Mellon
New York
|
$294M
|
-$3.28M
|
-45,048
|
-1%
|
|
|
32
|
Midwest Trust
Overland Park,
Kansas
|
$292M
|
+$12.8M
|
+175,760
|
+5%
|
|
|
33
|
Regions Financial Corp
Birmingham,
Alabama
|
$274M
|
+$13.1M
|
+179,520
|
+5%
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$273M
|
+$52.4M
|
+719,808
|
+24%
|
|
|
35
|
|
$239M
|
+$3.33M
|
+45,776
|
+1%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$215M
|
+$2.08M
|
+28,612
|
+1%
|
|
|
37
|
Rockefeller Capital Management
New York
|
$214M
|
+$39M
|
+535,996
|
+22%
|
|
|
38
|
Stifel Financial
St. Louis,
Missouri
|
$207M
|
+$7.72M
|
+106,108
|
+4%
|
|
|
39
|
Clearstead Advisors
Cleveland,
Ohio
|
$204M
|
+$1.31M
|
+17,992
|
+0.6%
|
|
|
40
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$181M
|
+$2.53M
|
+34,824
|
+1%
|
|
|
41
|
Wealthspire Advisors (New York)
New York
|
$175M
|
-$176M
|
-2,423,092
|
-50%
|
|
|
42
|
Pathstone Holdings
Englewood,
New Jersey
|
$172M
|
-$2.37M
|
-32,556
|
-1%
|
|
|
43
|
First Command Advisory Services
Fort Worth,
Texas
|
$165M
|
+$2.21M
|
+30,352
|
+1%
|
|
|
44
|
Beacon Pointe Advisors
Newport Beach,
California
|
$161M
|
+$455K
|
+6,260
|
+0.3%
|
|
|
45
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$160M
|
+$2.19M
|
+30,084
|
+1%
|
|
|
46
|
SigFig Wealth Management
San Francisco,
California
|
$160M
|
+$3.95M
|
+54,324
|
+3%
|
|
|
47
|
Corient Private Wealth
Miami,
Florida
|
$158M
|
+$57.9M
|
+796,504
|
+58%
|
|
|
48
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$157M
|
+$1.53M
|
+21,044
|
+1%
|
|
|
49
|
Cresset Asset Management
Chicago,
Illinois
|
$154M
|
+$56.6M
|
+777,892
|
+58%
|
|
|
50
|
Fidelity Investments
Boston,
Massachusetts
|
$152M
|
+$7.42M
|
+101,976
|
+5%
|
|
