|
26
|
SEI Investments
Oaks,
Pennsylvania
|
$34.2M
|
+$1.98M
|
+27,547
|
+6%
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$33.2M
|
+$245K
|
+3,404
|
+0.7%
|
|
|
28
|
M&T Bank
Buffalo,
New York
|
$33M
|
+$871K
|
+12,104
|
+3%
|
|
|
29
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$32M
|
+$1.43M
|
+19,829
|
+4%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$31.8M
|
+$3.83M
|
+53,212
|
+13%
|
|
|
31
|
Fiduciary Trust
Boston,
Massachusetts
|
$29M
|
+$623K
|
+8,660
|
+2%
|
|
|
32
|
D.A. Davidson & Co
Great Falls,
Montana
|
$28.4M
|
-$97.8K
|
-1,358
|
-0.3%
|
|
|
33
|
EP Wealth Advisors
Torrance,
California
|
$25.6M
|
+$16.5M
|
+229,197
|
+163%
|
|
|
34
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.6M
|
+$855K
|
+11,874
|
+3%
|
|
|
35
|
Corient Private Wealth
Miami,
Florida
|
$24.6M
|
-$307K
|
-4,265
|
-1%
|
|
|
36
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$23.8M
|
-$475K
|
-6,593
|
-2%
|
|
|
37
|
IMPACTfolio
Denver,
Colorado
|
$23.4M
|
-$652K
|
-9,059
|
-3%
|
|
|
38
|
Dunhill Financial
London,
United Kingdom
|
$22.1M
|
+$2.65M
|
+36,750
|
+13%
|
|
|
39
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$21.9M
|
-$698K
|
-9,697
|
-3%
|
|
|
40
|
Citizens Financial Group
Providence,
Rhode Island
|
$21.1M
|
-$4.71M
|
-65,402
|
-18%
|
|
|
41
|
Howland Capital Management
Boston,
Massachusetts
|
$20.7M
|
+$1.31M
|
+18,164
|
+6%
|
|
|
42
|
Empirical Wealth Management
Seattle,
Washington
|
$20.3M
|
+$524K
|
+7,285
|
+3%
|
|
|
43
|
Mission Wealth Management
Santa Barbara,
California
|
$20.2M
|
+$2.06M
|
+28,639
|
+11%
|
|
|
44
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$19.3M
|
+$20.1M
|
+279,613
|
New
|
|
|
45
|
Fidelity Investments
Boston,
Massachusetts
|
$19.1M
|
+$8.6M
|
+119,472
|
+77%
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
$18.4M
|
-$2.73M
|
-37,937
|
-12%
|
|
|
47
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$18M
|
-$106K
|
-1,470
|
-0.6%
|
|
|
48
|
Money Design
Tokyo,
Japan
|
$17.8M
|
+$445K
|
+6,178
|
+2%
|
|
|
49
|
William Blair & Company
Chicago,
Illinois
|
$17.3M
|
+$13.1K
|
+182
|
+0.1%
|
|
|
50
|
High Note Wealth
Deephaven,
Minnesota
|
$16.6M
|
+$262K
|
+3,644
|
+2%
|
|
