|
26
|
BOK Financial
Tulsa,
Oklahoma
|
$36.3M
|
-$1.25M
|
-11,689
|
-3%
|
|
|
27
|
MAI Capital Management
Independence,
Ohio
|
$36.2M
|
-$454K
|
-4,252
|
-1%
|
|
|
28
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$35.8M
|
-$1.84M
|
-17,233
|
-5%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$29.9M
|
+$4.17M
|
+39,000
|
+15%
|
|
|
30
|
|
$29.8M
|
-$66.4K
|
-621
|
-0.2%
|
|
|
31
|
Lido Advisors
Los Angeles,
California
|
$27.9M
|
+$1.28M
|
+11,991
|
+5%
|
|
|
32
|
Smith Anglin Financial
Dallas,
Texas
|
$27.7M
|
+$2.87M
|
+26,890
|
+11%
|
|
|
33
|
M&T Bank
Buffalo,
New York
|
$26.8M
|
-$10.2M
|
-95,408
|
-27%
|
|
|
34
|
Pathstone Family Office
Englewood,
New Jersey
|
$26.1M
|
+$26.9M
|
+251,785
|
+10,071%
|
|
|
35
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$25.4M
|
-$2.63M
|
-24,615
|
-9%
|
|
|
36
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24.8M
|
+$1.19M
|
+11,163
|
+5%
|
|
|
37
|
Duff & Phelps Investment Management
Chicago,
Illinois
|
$24.4M
|
–
|
–
|
–
|
|
|
38
|
Alesco Advisors
Pittsford,
New York
|
$24.3M
|
-$1.83M
|
-17,146
|
-7%
|
|
|
39
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.4M
|
+$5.63M
|
+52,705
|
+32%
|
|
|
40
|
Allworth Financial
Folsom,
California
|
$21.8M
|
-$402K
|
-3,762
|
-2%
|
|
|
41
|
KeyBank National Association
Cleveland,
Ohio
|
$21.1M
|
+$155K
|
+1,452
|
+0.7%
|
|
|
42
|
Courier Capital
Buffalo,
New York
|
$20.2M
|
+$600K
|
+5,616
|
+3%
|
|
|
43
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$19.3M
|
+$984K
|
+9,208
|
+5%
|
|
|
44
|
EP Wealth Advisors
Torrance,
California
|
$19.1M
|
+$7.55M
|
+70,661
|
+1,275%
|
|
|
45
|
Equitable Holdings
New York
|
$19M
|
-$6.43M
|
-60,137
|
-24%
|
|
|
46
|
Salomon & Ludwin
Richmond,
Virginia
|
$18.8M
|
+$44.8K
|
+419
|
+0.2%
|
|
|
47
|
Stifel Financial
St. Louis,
Missouri
|
$18.7M
|
-$1.29M
|
-12,080
|
-6%
|
|
|
48
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.6M
|
-$1.25M
|
-11,705
|
-6%
|
|
|
49
|
Rockefeller Capital Management
New York
|
$17.5M
|
+$5.66M
|
+52,991
|
+45%
|
|
|
50
|
Flaharty Asset Management
Clearwater,
Florida
|
$17.3M
|
+$52K
|
+487
|
+0.3%
|
|
