|
126
|
Clearstead Advisors
Cleveland,
Ohio
|
$38.4M
|
+$947K
|
+11,769
|
+3%
|
|
|
127
|
Nisa Investment Advisors
St. Louis,
Missouri
|
$38.4M
|
–
|
–
|
–
|
|
|
128
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$38.4M
|
+$4.34K
|
+54
|
+0%
|
|
|
129
|
BTC Capital Management
Des Moines,
Iowa
|
$37.6M
|
+$4.24M
|
+52,642
|
+13%
|
|
|
130
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$37.3M
|
+$2.62M
|
+32,617
|
+8%
|
|
|
131
|
TD Private Client Wealth
New York
|
$36.8M
|
+$2.94M
|
+36,529
|
+9%
|
|
|
132
|
Destination Wealth Management
Walnut Creek,
California
|
$36.1M
|
+$223K
|
+2,775
|
+0.6%
|
|
|
133
|
NorthRock Partners
Minneapolis,
Minnesota
|
$35.9M
|
-$973K
|
-12,098
|
-3%
|
|
|
134
|
OMERS Administration Corp
Toronto,
Ontario, Canada
|
$35.2M
|
+$4.74M
|
+58,850
|
+16%
|
|
|
135
|
|
$35M
|
+$27.5M
|
+342,259
|
+445%
|
|
|
136
|
IFG Advisors
St. Louis,
Missouri
|
$34.8M
|
+$1.61M
|
+19,992
|
+5%
|
|
|
137
|
Kestra Advisory Services
Austin,
Texas
|
$34.8M
|
-$10.3M
|
-127,553
|
-23%
|
|
|
138
|
FineMark National Bank & Trust
Fort Myers,
Florida
|
$34.4M
|
+$800K
|
+9,939
|
+2%
|
|
|
139
|
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
$33.9M
|
-$772K
|
-9,592
|
-2%
|
|
|
140
|
Country Club Bank
Kansas City,
Missouri
|
$32.5M
|
+$1.08M
|
+13,402
|
+4%
|
|
|
141
|
Ballentine Partners
Waltham,
Massachusetts
|
$32.2M
|
-$515K
|
-6,399
|
-2%
|
|
|
142
|
MetLife Investment Management
Whippany,
New Jersey
|
$31.7M
|
-$11.8M
|
-146,900
|
-28%
|
|
|
143
|
Commerce Bank
Kansas City,
Missouri
|
$31.7M
|
-$500K
|
-6,209
|
-2%
|
|
|
144
|
DT Investment Partners
Chadds Ford,
Pennsylvania
|
$31M
|
–
|
–
|
–
|
|
|
145
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$30.6M
|
+$3.72M
|
+46,246
|
+14%
|
|
|
146
|
HSBC Holdings
London,
United Kingdom
|
$30.6M
|
-$106M
|
-1,311,417
|
-78%
|
|
|
147
|
Keel Point
Huntsville,
Alabama
|
$30.3M
|
-$1.72M
|
-21,319
|
-6%
|
|
|
148
|
Arbor Investment Advisors
Winston Salem,
North Carolina
|
$30M
|
-$965K
|
-11,993
|
-3%
|
|
|
149
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$29.9M
|
-$92.9K
|
-1,155
|
-0.3%
|
|
|
150
|
MAI Capital Management
Independence,
Ohio
|
$29.4M
|
-$480K
|
-5,964
|
-2%
|
|
