|
26
|
HighTower Advisors
Chicago,
Illinois
|
$45M
|
-$283K
|
-3,568
|
-0.6%
|
|
|
27
|
M&T Bank
Buffalo,
New York
|
$42.9M
|
+$248K
|
+3,124
|
+0.6%
|
|
|
28
|
Creative Planning
Overland Park,
Kansas
|
$40.8M
|
+$637K
|
+8,020
|
+2%
|
|
|
29
|
EP Wealth Advisors
Torrance,
California
|
$39.2M
|
+$9.79M
|
+123,283
|
+33%
|
|
|
30
|
LPL Financial
San Diego,
California
|
$37.5M
|
+$1.63M
|
+20,538
|
+5%
|
|
|
31
|
Fiduciary Trust
Boston,
Massachusetts
|
$37.3M
|
+$1.1M
|
+13,821
|
+3%
|
|
|
32
|
D.A. Davidson & Co
Great Falls,
Montana
|
$32.5M
|
+$409K
|
+5,148
|
+1%
|
|
|
33
|
SEI Investments
Oaks,
Pennsylvania
|
$32.4M
|
-$5.42M
|
-68,196
|
-14%
|
|
|
34
|
IMPACTfolio
Denver,
Colorado
|
$30.1M
|
+$1.59M
|
+20,063
|
+6%
|
|
|
35
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$29.5M
|
–
|
–
|
–
|
|
|
36
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$29.4M
|
+$1.06M
|
+13,393
|
+4%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.8M
|
-$2.05M
|
-25,755
|
-7%
|
|
|
38
|
Mission Wealth Management
Santa Barbara,
California
|
$27.9M
|
-$1.28M
|
-16,087
|
-4%
|
|
|
39
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$27.4M
|
+$13.6M
|
+171,193
|
+97%
|
|
|
40
|
Corient Private Wealth
Miami,
Florida
|
$26.5M
|
+$311K
|
+3,918
|
+1%
|
|
|
41
|
Financial Network Wealth Management
Draper,
Utah
|
$25.6M
|
+$427K
|
+5,373
|
+2%
|
|
|
42
|
Empirical Wealth Management
Seattle,
Washington
|
$24M
|
-$1.02M
|
-12,836
|
-4%
|
|
|
43
|
High Note Wealth
Deephaven,
Minnesota
|
$22.1M
|
+$788K
|
+9,917
|
+4%
|
|
|
44
|
Howland Capital Management
Boston,
Massachusetts
|
$21.5M
|
-$888K
|
-11,180
|
-4%
|
|
|
45
|
|
$20M
|
-$1.49M
|
-18,710
|
-7%
|
|
|
46
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$19.6M
|
+$878K
|
+11,052
|
+5%
|
|
|
47
|
Lake Street Advisors Group
Portsmouth,
New Hampshire
|
$19.5M
|
+$6.91K
|
+87
|
+0%
|
|
|
48
|
Money Design
Tokyo,
Japan
|
$18.8M
|
+$153K
|
+1,930
|
+0.8%
|
|
|
49
|
KeyBank National Association
Cleveland,
Ohio
|
$18.5M
|
-$622K
|
-7,836
|
-3%
|
|
|
50
|
Citizens Financial Group
Providence,
Rhode Island
|
$18M
|
-$6.2M
|
-78,042
|
-25%
|
|
