|
26
|
RWA Wealth Partners
Newton,
Massachusetts
|
$673M
|
-$47.9M
|
-239,278
|
-7%
|
|
|
27
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$661M
|
+$18.8M
|
+93,746
|
+3%
|
|
|
28
|
Bank of New York Mellon
New York
|
$603M
|
-$84.6M
|
-422,361
|
-12%
|
|
|
29
|
|
$562M
|
-$25.2M
|
-125,930
|
-4%
|
|
|
30
|
Balentine LLC
Atlanta,
Georgia
|
$558M
|
+$565M
|
+2,824,052
|
+12,803%
|
|
|
31
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$530M
|
+$119M
|
+592,200
|
+28%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$517M
|
-$15.2M
|
-75,826
|
-3%
|
|
|
33
|
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
$507M
|
+$308M
|
+1,540,208
|
+147%
|
|
|
34
|
Osaic Holdings
Scottsdale,
Arizona
|
$503M
|
+$39.4M
|
+196,868
|
+8%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$472M
|
-$40.7M
|
-203,053
|
-8%
|
|
|
36
|
Mission Wealth Management
Santa Barbara,
California
|
$471M
|
-$358K
|
-1,787
|
-0.1%
|
|
|
37
|
|
$457M
|
-$64.8M
|
-323,746
|
-12%
|
|
|
38
|
Choreo LLC
Rockford,
Illinois
|
$427M
|
+$11.8M
|
+58,942
|
+3%
|
|
|
39
|
Coldstream Capital Management
Bellevue,
Washington
|
$352M
|
+$12.6M
|
+62,703
|
+4%
|
|
|
40
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$351M
|
+$42M
|
+209,795
|
+13%
|
|
|
41
|
Modera Wealth Management
Westwood,
New Jersey
|
$347M
|
+$12.9M
|
+64,657
|
+4%
|
|
|
42
|
Stifel Financial
St. Louis,
Missouri
|
$332M
|
+$3.37M
|
+16,828
|
+1%
|
|
|
43
|
Bell Bank
Fargo,
North Dakota
|
$319M
|
+$4.33M
|
+21,612
|
+1%
|
|
|
44
|
|
$319M
|
+$58.1M
|
+290,185
|
+22%
|
|
|
45
|
Facet Wealth Inc
Baltimore,
Maryland
|
$312M
|
+$11.3M
|
+56,606
|
+4%
|
|
|
46
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$297M
|
+$5.02M
|
+25,062
|
+2%
|
|
|
47
|
Rockefeller Capital Management
New York
|
$285M
|
+$21.5M
|
+107,297
|
+8%
|
|
|
48
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$284M
|
-$57.7M
|
-288,125
|
-17%
|
|
|
49
|
United Capital Financial Advisors
Irving,
Texas
|
$281M
|
-$3.53M
|
-17,629
|
-1%
|
|
|
50
|
AssetMark Inc
Concord,
California
|
$276M
|
-$6.47M
|
-32,322
|
-2%
|
|
