|
26
|
|
$85.9M
|
-$195M
|
-3,703,888
|
-70%
|
|
|
27
|
Bank of New York Mellon
New York
|
$84.9M
|
-$16.4M
|
-310,847
|
-16%
|
|
|
28
|
Stifel Financial
St. Louis,
Missouri
|
$81.3M
|
+$10.5M
|
+199,961
|
+15%
|
|
|
29
|
Klaas Financial Asset Advisors
Loves Park,
Illinois
|
$80.8M
|
+$183K
|
+3,467
|
+0.2%
|
|
|
30
|
|
$71.4M
|
-$8.3M
|
-157,395
|
-11%
|
|
|
31
|
LPL Financial
San Diego,
California
|
$70.6M
|
+$4.48M
|
+84,999
|
+7%
|
|
|
32
|
KeyBank National Association
Cleveland,
Ohio
|
$62.4M
|
+$1.07M
|
+20,240
|
+2%
|
|
|
33
|
Haverford Trust Company
Radnor,
Pennsylvania
|
$60.9M
|
+$1.99M
|
+37,657
|
+3%
|
|
|
34
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$59.1M
|
+$3.37M
|
+63,989
|
+6%
|
|
|
35
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$55.7M
|
+$23.3M
|
+441,472
|
+74%
|
|
|
36
|
Ally Invest Advisors
Charlotte,
North Carolina
|
$47.8M
|
+$1.26M
|
+23,904
|
+3%
|
|
|
37
|
Charter Oak Capital Management
Portsmouth,
New Hampshire
|
$46.3M
|
+$13.5M
|
+255,313
|
+42%
|
|
|
38
|
TD Private Client Wealth
New York
|
$43.4M
|
+$4.84M
|
+91,761
|
+13%
|
|
|
39
|
Truist Financial
Charlotte,
North Carolina
|
$42.9M
|
-$652K
|
-12,363
|
-2%
|
|
|
40
|
American Family Investments
Madison,
Wisconsin
|
$40.4M
|
–
|
–
|
–
|
|
|
41
|
Balyasny Asset Management
Chicago,
Illinois
|
$37.2M
|
+$12.1M
|
+229,059
|
+49%
|
|
|
42
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$36.9M
|
-$2.12M
|
-40,285
|
-6%
|
|
|
43
|
Dodds Wealth
Greenwood Village,
Colorado
|
$36.9M
|
+$1.19M
|
+22,524
|
+3%
|
|
|
44
|
State Farm Mutual Automobile Insurance
Bloomington,
Illinois
|
$36.5M
|
–
|
–
|
–
|
|
|
45
|
Scarborough Advisors
Annapolis,
Maryland
|
$33.2M
|
+$32.5M
|
+617,210
|
New
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$32.4M
|
-$925K
|
-17,538
|
-3%
|
|
|
47
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$31.5M
|
+$8.05M
|
+152,711
|
+35%
|
|
|
48
|
Flagstone Financial Management
Lincoln,
Nebraska
|
$31.3M
|
+$1.78M
|
+33,781
|
+6%
|
|
|
49
|
ProVise Management Group
Clearwater,
Florida
|
$27.1M
|
+$1.23M
|
+23,235
|
+5%
|
|
|
50
|
Boyd Watterson Asset Management
Cleveland,
Ohio
|
$26.5M
|
+$11K
|
+208
|
+0%
|
|
