|
76
|
Bridgewater Associates
Westport,
Connecticut
|
$164M
|
+$1.47M
|
+25,079
|
+0.9%
|
|
|
77
|
KeyBank National Association
Cleveland,
Ohio
|
$158M
|
-$615K
|
-10,467
|
-0.4%
|
|
|
78
|
SoFi Wealth
San Francisco,
California
|
$157M
|
+$7.61M
|
+129,493
|
+5%
|
|
|
79
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$152M
|
+$3.07M
|
+52,240
|
+2%
|
|
|
80
|
M&T Bank
Buffalo,
New York
|
$146M
|
-$2.22M
|
-37,694
|
-2%
|
|
|
81
|
Pure Financial Advisors
San Diego,
California
|
$144M
|
+$1.65M
|
+28,063
|
+1%
|
|
|
82
|
Sand Hill Global Advisors
Palo Alto,
California
|
$144M
|
-$47.5M
|
-808,965
|
-25%
|
|
|
83
|
SBI Okasan Asset Management
Tokyo,
Japan
|
$141M
|
-$42M
|
-715,110
|
-23%
|
|
|
84
|
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
|
$140M
|
+$12M
|
+204,509
|
+10%
|
|
|
85
|
TD Waterhouse Canada
Toronto,
Ontario, Canada
|
$139M
|
+$13.1M
|
+223,227
|
+10%
|
|
|
86
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$134M
|
+$132M
|
+2,244,009
|
New
|
|
|
87
|
AllianceBernstein
Nashville,
Tennessee
|
$127M
|
+$6.24M
|
+106,189
|
+5%
|
|
|
88
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$126M
|
+$1.63M
|
+27,666
|
+1%
|
|
|
89
|
Fusion Family Wealth
Woodbury,
New York
|
$119M
|
-$4.4M
|
-74,938
|
-4%
|
|
|
90
|
Pathstone Holdings
Englewood,
New Jersey
|
$119M
|
+$1.19M
|
+20,312
|
+1%
|
|
|
91
|
Apella Capital
West Hartford,
Connecticut
|
$118M
|
+$3.02M
|
+51,360
|
+3%
|
|
|
92
|
Fidelity Investments
Boston,
Massachusetts
|
$118M
|
+$3.9M
|
+66,375
|
+3%
|
|
|
93
|
D.A. Davidson & Co
Great Falls,
Montana
|
$118M
|
-$32.3K
|
-549
|
-0%
|
|
|
94
|
Steele Capital Management
Dubuque,
Iowa
|
$118M
|
+$3.17M
|
+54,011
|
+3%
|
|
|
95
|
Beacon Pointe Advisors
Newport Beach,
California
|
$116M
|
-$3.76M
|
-63,981
|
-3%
|
|
|
96
|
Laird Norton Wetherby Trust Company
Seattle,
Washington
|
$112M
|
+$698K
|
+11,879
|
+0.6%
|
|
|
97
|
Summit Trail Advisors
New York
|
$111M
|
-$327K
|
-5,558
|
-0.3%
|
|
|
98
|
Willis Johnson & Associates
Houston,
Texas
|
$111M
|
+$1.83M
|
+31,062
|
+2%
|
|
|
99
|
|
$109M
|
+$1.06M
|
+17,976
|
+1%
|
|
|
100
|
Country Trust Bank
Bloomington,
Illinois
|
$108M
|
+$1.91M
|
+32,531
|
+2%
|
|
