|
26
|
SEI Investments
Oaks,
Pennsylvania
|
$38.6M
|
+$1.13M
|
+15,976
|
+3%
|
|
|
27
|
Creative Planning
Overland Park,
Kansas
|
$38.4M
|
+$2.03M
|
+28,646
|
+6%
|
|
|
28
|
M&T Bank
Buffalo,
New York
|
$38.2M
|
+$2M
|
+28,298
|
+6%
|
|
|
29
|
|
$34.5M
|
+$26.4M
|
+372,540
|
+446%
|
|
|
30
|
Fiduciary Trust
Boston,
Massachusetts
|
$33.4M
|
+$1.63M
|
+22,955
|
+5%
|
|
|
31
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$33.1M
|
-$7.13M
|
-100,700
|
-19%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$33.1M
|
-$1.51M
|
-21,271
|
-5%
|
|
|
33
|
D.A. Davidson & Co
Great Falls,
Montana
|
$30.7M
|
-$379K
|
-5,351
|
-1%
|
|
|
34
|
EP Wealth Advisors
Torrance,
California
|
$29M
|
+$958K
|
+13,534
|
+4%
|
|
|
35
|
IMPACTfolio
Denver,
Colorado
|
$28.6M
|
+$2.83M
|
+40,004
|
+12%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.2M
|
+$208K
|
+2,943
|
+0.8%
|
|
|
37
|
Forefront Analytics
West Conshohocken,
Pennsylvania
|
$27.7M
|
+$1.55M
|
+21,873
|
+6%
|
|
|
38
|
Corient Private Wealth
Miami,
Florida
|
$26.8M
|
-$59.7K
|
-843
|
-0.2%
|
|
|
39
|
Mission Wealth Management
Santa Barbara,
California
|
$24.1M
|
+$1.84M
|
+26,050
|
+9%
|
|
|
40
|
Citizens Financial Group
Providence,
Rhode Island
|
$23.8M
|
+$676K
|
+9,543
|
+3%
|
|
|
41
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$23.3M
|
-$553K
|
-7,805
|
-2%
|
|
|
42
|
|
$23.2M
|
+$21.8M
|
+307,560
|
New
|
|
|
43
|
Howland Capital Management
Boston,
Massachusetts
|
$23.1M
|
+$463K
|
+6,531
|
+2%
|
|
|
44
|
Empirical Wealth Management
Seattle,
Washington
|
$23M
|
+$722K
|
+10,192
|
+3%
|
|
|
45
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$20.2M
|
+$521K
|
+7,355
|
+3%
|
|
|
46
|
William Blair & Company
Chicago,
Illinois
|
$18.2M
|
-$607K
|
-8,576
|
-3%
|
|
|
47
|
High Note Wealth
Deephaven,
Minnesota
|
$18.2M
|
+$56.4K
|
+796
|
+0.3%
|
|
|
48
|
Money Design
Tokyo,
Japan
|
$18M
|
-$1.37M
|
-19,392
|
-8%
|
|
|
49
|
KeyBank National Association
Cleveland,
Ohio
|
$17.6M
|
+$544K
|
+7,677
|
+3%
|
|
|
50
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$17.6M
|
+$625K
|
+8,828
|
+4%
|
|
