|
26
|
HighTower Advisors
Chicago,
Illinois
|
$42.5M
|
-$1.18M
|
-14,832
|
-3%
|
|
|
27
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$42.3M
|
-$691K
|
-8,682
|
-2%
|
|
|
28
|
EP Wealth Advisors
Torrance,
California
|
$42.2M
|
+$3.07M
|
+38,595
|
+7%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$41.1M
|
+$2.03M
|
+25,500
|
+5%
|
|
|
30
|
M&T Bank
Buffalo,
New York
|
$40.7M
|
+$304K
|
+3,819
|
+0.7%
|
|
|
31
|
Fiduciary Trust
Boston,
Massachusetts
|
$40M
|
+$2.27M
|
+28,555
|
+6%
|
|
|
32
|
LPL Financial
San Diego,
California
|
$39.3M
|
+$1.37M
|
+17,212
|
+3%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.2M
|
+$2.2M
|
+27,645
|
+7%
|
|
|
34
|
IMPACTfolio
Denver,
Colorado
|
$31M
|
+$1.49M
|
+18,766
|
+5%
|
|
|
35
|
SEI Investments
Oaks,
Pennsylvania
|
$30.7M
|
+$644K
|
+8,097
|
+2%
|
|
|
36
|
D.A. Davidson & Co
Great Falls,
Montana
|
$30.7M
|
-$139K
|
-1,748
|
-0.4%
|
|
|
37
|
Mission Wealth Management
Santa Barbara,
California
|
$29M
|
+$884K
|
+11,108
|
+3%
|
|
|
38
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$27.5M
|
-$3.65M
|
-45,883
|
-12%
|
|
|
39
|
Financial Network Wealth Management
Draper,
Utah
|
$26.4M
|
+$1.42M
|
+17,846
|
+5%
|
|
|
40
|
Corient Private Wealth
Miami,
Florida
|
$24.8M
|
-$408K
|
-5,123
|
-2%
|
|
|
41
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$24.8M
|
-$3.98M
|
-50,000
|
-13%
|
|
|
42
|
Empirical Wealth Management
Seattle,
Washington
|
$22.5M
|
+$462K
|
+5,801
|
+2%
|
|
|
43
|
High Note Wealth
Deephaven,
Minnesota
|
$22.3M
|
+$684K
|
+8,603
|
+3%
|
|
|
44
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$21.6M
|
+$62.9K
|
+790
|
+0.3%
|
|
|
45
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$21.3M
|
+$1.77M
|
+22,210
|
+9%
|
|
|
46
|
Howland Capital Management
Boston,
Massachusetts
|
$21M
|
-$416K
|
-5,228
|
-2%
|
|
|
47
|
Mariner
Overland Park,
Kansas
|
$19.2M
|
-$331K
|
-4,154
|
-2%
|
|
|
48
|
Money Design
Tokyo,
Japan
|
$18.8M
|
+$265K
|
+3,331
|
+1%
|
|
|
49
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$18.6M
|
+$2.54M
|
+31,904
|
+15%
|
|
|
50
|
KeyBank National Association
Cleveland,
Ohio
|
$18.5M
|
+$13.8K
|
+174
|
+0.1%
|
|
