|
26
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$39.6M
|
-$266K
|
-2,262
|
-0.7%
|
|
|
27
|
BOK Financial
Tulsa,
Oklahoma
|
$39.2M
|
-$520K
|
-4,420
|
-1%
|
|
|
28
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.1M
|
-$3M
|
-25,490
|
-8%
|
|
|
29
|
Pathstone Holdings
Englewood,
New Jersey
|
$33.5M
|
+$2.05M
|
+17,457
|
+7%
|
|
|
30
|
Wealthspire Advisors (New York)
New York
|
$32.3M
|
-$444K
|
-3,770
|
-1%
|
|
|
31
|
Courier Capital
Buffalo,
New York
|
$29.6M
|
+$175K
|
+1,491
|
+0.6%
|
|
|
32
|
Truist Financial
Charlotte,
North Carolina
|
$28.8M
|
-$496K
|
-4,213
|
-2%
|
|
|
33
|
Creative Planning
Overland Park,
Kansas
|
$27.8M
|
-$1.2M
|
-10,159
|
-4%
|
|
|
34
|
|
$27.5M
|
-$985K
|
-8,376
|
-4%
|
|
|
35
|
Jones Financial Companies
Des Peres,
Missouri
|
$27.1M
|
+$4.53M
|
+38,471
|
+21%
|
|
|
36
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$26.9M
|
+$767K
|
+6,519
|
+3%
|
|
|
37
|
Rockefeller Capital Management
New York
|
$26.6M
|
+$114K
|
+968
|
+0.5%
|
|
|
38
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$26.3M
|
-$326K
|
-2,775
|
-1%
|
|
|
39
|
KeyBank National Association
Cleveland,
Ohio
|
$23.2M
|
-$349K
|
-2,966
|
-2%
|
|
|
40
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$21.7M
|
+$909K
|
+7,726
|
+5%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$21M
|
-$195K
|
-1,658
|
-1%
|
|
|
42
|
SPC Financial Inc
Rockville,
Maryland
|
$20.4M
|
+$52.7K
|
+448
|
+0.3%
|
|
|
43
|
Lido Advisors
Los Angeles,
California
|
$18.8M
|
-$4.61M
|
-39,150
|
-21%
|
|
|
44
|
Sterling Financial Planning
Sparta,
New Jersey
|
$18.1M
|
+$780K
|
+6,634
|
+5%
|
|
|
45
|
Greenup Street Wealth Management
Ann Arbor,
Michigan
|
$17.1M
|
+$1.77M
|
+15,025
|
+12%
|
|
|
46
|
Focus Partners Wealth
Boston,
Massachusetts
|
$15.1M
|
+$500K
|
+4,251
|
+4%
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$15M
|
-$5.8M
|
-49,283
|
-29%
|
|
|
48
|
Lutz Financial Services
Omaha,
Nebraska
|
$14.9M
|
-$78.9K
|
-671
|
-0.6%
|
|
|
49
|
First Merchants Corp
Muncie,
Indiana
|
$14.2M
|
-$396K
|
-3,362
|
-3%
|
|
|
50
|
Corient Private Wealth
Miami,
Florida
|
$14.1M
|
-$477K
|
-4,051
|
-3%
|
|
