|
26
|
MAI Capital Management
Independence,
Ohio
|
$39.5M
|
-$3.47M
|
-27,708
|
-8%
|
|
|
27
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$38.7M
|
-$284K
|
-2,271
|
-0.7%
|
|
|
28
|
BOK Financial
Tulsa,
Oklahoma
|
$38.5M
|
-$225K
|
-1,793
|
-0.6%
|
|
|
29
|
Wealthspire Advisors (New York)
New York
|
$31.7M
|
+$18.3M
|
+146,265
|
+123%
|
|
|
30
|
Pathstone Holdings
Englewood,
New Jersey
|
$30.3M
|
-$274K
|
-2,188
|
-0.9%
|
|
|
31
|
Courier Capital
Buffalo,
New York
|
$28.5M
|
+$68.2K
|
+545
|
+0.2%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$28.4M
|
-$4.01M
|
-32,039
|
-12%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$28.1M
|
-$955K
|
-7,624
|
-3%
|
|
|
34
|
|
$27.7M
|
+$33.3K
|
+266
|
+0.1%
|
|
|
35
|
World Investment Advisors
Santa Barbara,
California
|
$26.6M
|
+$27M
|
+215,671
|
+3,214%
|
|
|
36
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$25.8M
|
-$231K
|
-1,843
|
-0.8%
|
|
|
37
|
Rockefeller Capital Management
New York
|
$25.7M
|
-$325K
|
-2,593
|
-1%
|
|
|
38
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$25.3M
|
+$1.56M
|
+12,489
|
+6%
|
|
|
39
|
Lido Advisors
Los Angeles,
California
|
$22.9M
|
-$927K
|
-7,405
|
-4%
|
|
|
40
|
KeyBank National Association
Cleveland,
Ohio
|
$22.8M
|
+$1.67M
|
+13,348
|
+8%
|
|
|
41
|
Jones Financial Companies
Des Peres,
Missouri
|
$21.6M
|
+$3.12M
|
+24,936
|
+16%
|
|
|
42
|
Mariner
Overland Park,
Kansas
|
$20.6M
|
+$313K
|
+2,497
|
+1%
|
|
|
43
|
Osaic Holdings
Scottsdale,
Arizona
|
$20.5M
|
+$936K
|
+7,472
|
+5%
|
|
|
44
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$20.1M
|
+$104K
|
+830
|
+0.5%
|
|
|
45
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19.7M
|
+$7.31M
|
+58,386
|
+55%
|
|
|
46
|
SPC Financial Inc
Rockville,
Maryland
|
$19.7M
|
+$88.4K
|
+706
|
+0.4%
|
|
|
47
|
Wealth Advisory Solutions
Indiianapolis,
Indiana
|
$18.3M
|
-$1.24M
|
-9,936
|
-6%
|
|
|
48
|
Sterling Financial Planning
Sparta,
New Jersey
|
$16.7M
|
+$582K
|
+4,650
|
+3%
|
|
|
49
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$14.7M
|
+$1.82M
|
+14,557
|
+13%
|
|
|
50
|
Lutz Financial Services
Omaha,
Nebraska
|
$14.5M
|
-$114K
|
-907
|
-0.7%
|
|
