|
26
|
MAI Capital Management
Independence,
Ohio
|
$43.7M
|
-$247K
|
-2,074
|
-0.6%
|
|
|
27
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$40.9M
|
-$3.59M
|
-30,161
|
-8%
|
|
|
28
|
BOK Financial
Tulsa,
Oklahoma
|
$39.9M
|
-$72.4K
|
-609
|
-0.2%
|
|
|
29
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.2M
|
-$18.6M
|
-156,624
|
-35%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$34.3M
|
-$1.16M
|
-9,731
|
-3%
|
|
|
31
|
Pathstone Holdings
Englewood,
New Jersey
|
$33.2M
|
+$157K
|
+1,322
|
+0.5%
|
|
|
32
|
Creative Planning
Overland Park,
Kansas
|
$29M
|
-$1.26M
|
-10,620
|
-4%
|
|
|
33
|
Courier Capital
Buffalo,
New York
|
$28.9M
|
+$936K
|
+7,875
|
+3%
|
|
|
34
|
|
$28.9M
|
+$627K
|
+5,271
|
+2%
|
|
|
35
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$26.8M
|
-$308K
|
-2,588
|
-1%
|
|
|
36
|
Rockefeller Capital Management
New York
|
$26.7M
|
-$691K
|
-5,815
|
-3%
|
|
|
37
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$24.7M
|
+$1.49M
|
+12,544
|
+7%
|
|
|
38
|
World Investment Advisors
Santa Barbara,
California
|
$22.1M
|
+$100K
|
+843
|
+0.5%
|
|
|
39
|
KeyBank National Association
Cleveland,
Ohio
|
$21.8M
|
-$513K
|
-4,317
|
-2%
|
|
|
40
|
Arax Advisory Partners
Denver,
Colorado
|
$21.8M
|
-$12.2K
|
-103
|
-0.1%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$21M
|
-$149K
|
-1,256
|
-0.7%
|
|
|
42
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$20.1M
|
-$174K
|
-1,463
|
-0.9%
|
|
|
43
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20M
|
-$594K
|
-4,997
|
-3%
|
|
|
44
|
SPC Financial Inc
Rockville,
Maryland
|
$19.9M
|
-$638K
|
-5,369
|
-3%
|
|
|
45
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$19.7M
|
-$2.05M
|
-17,231
|
-10%
|
|
|
46
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.6M
|
-$175K
|
-1,476
|
-0.9%
|
|
|
47
|
Equitable Holdings
New York
|
$18.8M
|
-$528K
|
-4,445
|
-3%
|
|
|
48
|
Corient Private Wealth
Miami,
Florida
|
$18.2M
|
-$590K
|
-4,959
|
-3%
|
|
|
49
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$17.5M
|
+$76.2K
|
+641
|
+0.5%
|
|
|
50
|
Sterling Financial Planning
Sparta,
New Jersey
|
$16.9M
|
+$587K
|
+4,938
|
+4%
|
|
