|
26
|
Huntington National Bank
Columbus,
Ohio
|
$16.5M
|
–
|
–
|
–
|
|
|
27
|
MAI Capital Management
Independence,
Ohio
|
$16.5M
|
-$131K
|
-2,566
|
-0.8%
|
|
|
28
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$16.2M
|
+$297K
|
+5,830
|
+2%
|
|
|
29
|
Stifel Financial
St. Louis,
Missouri
|
$15.6M
|
+$125K
|
+2,459
|
+0.8%
|
|
|
30
|
|
$15.5M
|
+$322K
|
+6,309
|
+2%
|
|
|
31
|
Lido Advisors
Los Angeles,
California
|
$14M
|
-$349K
|
-6,850
|
-2%
|
|
|
32
|
Precedent Wealth Partners
Houston,
Texas
|
$13.3M
|
+$1.04M
|
+20,338
|
+8%
|
|
|
33
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$13M
|
+$83K
|
+1,629
|
+0.6%
|
|
|
34
|
Rockefeller Capital Management
New York
|
$12.9M
|
+$882K
|
+17,308
|
+7%
|
|
|
35
|
Focus Partners Wealth
Boston,
Massachusetts
|
$12.6M
|
+$1.29M
|
+25,259
|
+11%
|
|
|
36
|
AE Wealth Management
Topeka,
Kansas
|
$12.1M
|
+$1.03M
|
+20,241
|
+9%
|
|
|
37
|
Concord Wealth Partners
Abingdon,
Virginia
|
$11.5M
|
+$395K
|
+7,758
|
+3%
|
|
|
38
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$11.5M
|
-$485K
|
-9,514
|
-4%
|
|
|
39
|
Avantax Planning Partners
Dubuque,
Iowa
|
$11.4M
|
+$33.7K
|
+661
|
+0.3%
|
|
|
40
|
Destination Wealth Management
Walnut Creek,
California
|
$11.1M
|
-$191K
|
-3,742
|
-2%
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$10.2M
|
+$395K
|
+7,746
|
+4%
|
|
|
42
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.2M
|
+$1.36M
|
+26,684
|
+15%
|
|
|
43
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$9.9M
|
+$456K
|
+8,947
|
+5%
|
|
|
44
|
Bank of New York Mellon
New York
|
$9.25M
|
+$1.25M
|
+24,623
|
+15%
|
|
|
45
|
Lee-Kelleher Wealth Management
Fulton,
Maryland
|
$9.06M
|
+$717K
|
+14,064
|
+8%
|
|
|
46
|
Curi RMB Capital
Chicago,
Illinois
|
$9.03M
|
-$27.9K
|
-547
|
-0.3%
|
|
|
47
|
White Pine Investment Company
Livonia,
Michigan
|
$8.32M
|
+$233K
|
+4,564
|
+3%
|
|
|
48
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$8.27M
|
+$341K
|
+6,681
|
+4%
|
|
|
49
|
CX Institutional
Auburn,
Indiana
|
$7.6M
|
-$52.1K
|
-1,022
|
-0.7%
|
|
|
50
|
Concord Asset Management (Virginia)
Abingdon,
Virginia
|
$7.31M
|
+$1.33M
|
+26,007
|
+20%
|
|
