|
26
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$42.6M
|
+$7.11M
|
+55,664
|
+20%
|
|
|
27
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$40.6M
|
-$718K
|
-5,622
|
-2%
|
|
|
28
|
BOK Financial
Tulsa,
Oklahoma
|
$39.9M
|
-$532K
|
-4,169
|
-1%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$33.6M
|
-$1.05M
|
-8,247
|
-3%
|
|
|
30
|
Pathstone Holdings
Englewood,
New Jersey
|
$31.9M
|
-$1.7M
|
-13,298
|
-5%
|
|
|
31
|
Creative Planning
Overland Park,
Kansas
|
$30.3M
|
+$1.06M
|
+8,321
|
+4%
|
|
|
32
|
Courier Capital
Buffalo,
New York
|
$29.6M
|
+$447K
|
+3,498
|
+1%
|
|
|
33
|
|
$28.8M
|
-$330K
|
-2,587
|
-1%
|
|
|
34
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$27.1M
|
+$57.7K
|
+452
|
+0.2%
|
|
|
35
|
Rockefeller Capital Management
New York
|
$27.1M
|
+$121K
|
+947
|
+0.4%
|
|
|
36
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$24.8M
|
-$141K
|
-1,106
|
-0.6%
|
|
|
37
|
Lido Advisors
Los Angeles,
California
|
$24.8M
|
-$22.5M
|
-176,035
|
-47%
|
|
|
38
|
KeyBank National Association
Cleveland,
Ohio
|
$22.2M
|
+$97.5K
|
+764
|
+0.4%
|
|
|
39
|
Arax Advisory Partners
Denver,
Colorado
|
$21.7M
|
-$384K
|
-3,005
|
-2%
|
|
|
40
|
Mariner
Overland Park,
Kansas
|
$21.1M
|
-$86.6K
|
-678
|
-0.4%
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.8M
|
+$538K
|
+4,212
|
+3%
|
|
|
42
|
SPC Financial Inc
Rockville,
Maryland
|
$20.5M
|
+$381K
|
+2,986
|
+2%
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.4M
|
+$4.08M
|
+31,931
|
+24%
|
|
|
44
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$20.3M
|
-$511
|
-4
|
-0%
|
|
|
45
|
Jones Financial Companies
Des Peres,
Missouri
|
$19.5M
|
+$2.54M
|
+19,868
|
+15%
|
|
|
46
|
Equitable Holdings
New York
|
$18.6M
|
-$392K
|
-3,071
|
-2%
|
|
|
47
|
JMAC Enterprises
Newtown,
Pennsylvania
|
$17.7M
|
+$25.3K
|
+198
|
+0.1%
|
|
|
48
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$17.1M
|
-$2.92M
|
-22,846
|
-14%
|
|
|
49
|
Sterling Financial Planning
Sparta,
New Jersey
|
$16.9M
|
-$204K
|
-1,599
|
-1%
|
|
|
50
|
Blue Edge Capital
Richmond,
Virginia
|
$15.9M
|
+$1.99M
|
+15,550
|
+14%
|
|
