|
26
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$39M
|
-$2.77M
|
-19,567
|
-7%
|
|
|
27
|
|
$38.9M
|
-$390K
|
-2,755
|
-1%
|
|
|
28
|
Lido Advisors
Los Angeles,
California
|
$38.8M
|
+$12.2M
|
+86,055
|
+49%
|
|
|
29
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$37M
|
-$220K
|
-1,552
|
-0.6%
|
|
|
30
|
World Investment Advisors
Santa Barbara,
California
|
$35.2M
|
–
|
–
|
–
|
|
|
31
|
Willis Johnson & Associates
Houston,
Texas
|
$34.3M
|
-$314K
|
-2,219
|
-0.9%
|
|
|
32
|
Courier Capital
Buffalo,
New York
|
$33.7M
|
+$505K
|
+3,566
|
+2%
|
|
|
33
|
Rockefeller Capital Management
New York
|
$31.9M
|
-$1.18M
|
-8,316
|
-4%
|
|
|
34
|
Truist Financial
Charlotte,
North Carolina
|
$31M
|
-$1.61M
|
-11,404
|
-5%
|
|
|
35
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.9M
|
-$3.8M
|
-26,829
|
-11%
|
|
|
36
|
Creative Planning
Overland Park,
Kansas
|
$26.7M
|
-$2.78M
|
-19,668
|
-10%
|
|
|
37
|
KeyBank National Association
Cleveland,
Ohio
|
$25.6M
|
-$846K
|
-5,977
|
-3%
|
|
|
38
|
Mariner
Overland Park,
Kansas
|
$25.3M
|
-$402K
|
-2,840
|
-2%
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24M
|
-$333K
|
-2,352
|
-1%
|
|
|
40
|
AlphaCore Capital
La Jolla,
California
|
$23.3M
|
-$686K
|
-4,852
|
-3%
|
|
|
41
|
Sterling Financial Planning
Sparta,
New Jersey
|
$23.1M
|
+$374K
|
+2,645
|
+2%
|
|
|
42
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$22.3M
|
-$722K
|
-5,102
|
-3%
|
|
|
43
|
Wealthspire Advisors (New York)
New York
|
$20.5M
|
-$7.07K
|
-50
|
-0%
|
|
|
44
|
Focus Partners Wealth
Boston,
Massachusetts
|
$18.5M
|
-$901K
|
-6,368
|
-5%
|
|
|
45
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.4M
|
+$2.3M
|
+16,272
|
+15%
|
|
|
46
|
Lutz Financial Services
Omaha,
Nebraska
|
$17.5M
|
-$69.6K
|
-492
|
-0.4%
|
|
|
47
|
Mercer Global Advisors
Denver,
Colorado
|
$17M
|
+$1.26M
|
+8,917
|
+8%
|
|
|
48
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$16.4M
|
+$52.5K
|
+371
|
+0.3%
|
|
|
49
|
Texas Yale Capital Corp
St. Petersburg,
Florida
|
$16M
|
-$8.35K
|
-59
|
-0.1%
|
|
|
50
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$15.6M
|
+$478K
|
+3,379
|
+3%
|
|
