|
26
|
Creative Planning
Overland Park,
Kansas
|
$34.7M
|
-$1.03M
|
-14,101
|
-3%
|
|
|
27
|
SEI Investments
Oaks,
Pennsylvania
|
$34.1M
|
+$913K
|
+12,522
|
+3%
|
|
|
28
|
M&T Bank
Buffalo,
New York
|
$33.9M
|
-$1.21M
|
-16,592
|
-3%
|
|
|
29
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32.3M
|
-$1.88M
|
-25,766
|
-5%
|
|
|
30
|
D.A. Davidson & Co
Great Falls,
Montana
|
$30.1M
|
-$224K
|
-3,067
|
-0.7%
|
|
|
31
|
Fiduciary Trust
Boston,
Massachusetts
|
$30M
|
+$402K
|
+5,510
|
+1%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$29.6M
|
-$387K
|
-5,304
|
-1%
|
|
|
33
|
Citizens Financial Group
Providence,
Rhode Island
|
$27M
|
-$27.6M
|
-378,508
|
-51%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$26.3M
|
-$564K
|
-7,729
|
-2%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.1M
|
+$1.07M
|
+14,633
|
+4%
|
|
|
36
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$25.6M
|
+$5.7M
|
+78,176
|
+29%
|
|
|
37
|
IMPACTfolio
Denver,
Colorado
|
$25.4M
|
+$3.06K
|
+42
|
+0%
|
|
|
38
|
Old Mission Capital
Chicago,
Illinois
|
$24.4M
|
+$24.4M
|
+335,176
|
New
|
|
|
39
|
EP Wealth Advisors
Torrance,
California
|
$23.9M
|
+$10M
|
+137,464
|
+4,073%
|
|
|
40
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$23.5M
|
+$1.32M
|
+18,115
|
+6%
|
|
|
41
|
MML Investors Services
Springfield,
Massachusetts
|
$22.2M
|
+$822K
|
+11,275
|
+4%
|
|
|
42
|
Empirical Wealth Management
Seattle,
Washington
|
$20.9M
|
+$1.78M
|
+24,411
|
+9%
|
|
|
43
|
Howland Capital Management
Boston,
Massachusetts
|
$20.5M
|
+$389K
|
+5,326
|
+2%
|
|
|
44
|
Dunhill Financial
London,
United Kingdom
|
$19.8M
|
+$20.5M
|
+281,364
|
New
|
|
|
45
|
Mission Wealth Management
Santa Barbara,
California
|
$19.3M
|
+$1.85M
|
+25,328
|
+11%
|
|
|
46
|
Private Ocean
San Rafael,
California
|
$19.1M
|
-$4.93M
|
-67,532
|
-20%
|
|
|
47
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$19.1M
|
+$2.76M
|
+37,830
|
+17%
|
|
|
48
|
Money Design
Tokyo,
Japan
|
$18.3M
|
-$1.61M
|
-22,056
|
-8%
|
|
|
49
|
William Blair & Company
Chicago,
Illinois
|
$18.2M
|
-$2M
|
-27,448
|
-10%
|
|
|
50
|
High Note Wealth
Deephaven,
Minnesota
|
$17.2M
|
-$643K
|
-8,818
|
-4%
|
|
