|
26
|
BOK Financial
Tulsa,
Oklahoma
|
$40.6M
|
-$536K
|
-4,184
|
-1%
|
|
|
27
|
Wilmington Savings Fund Society
Wilmington,
Delaware
|
$40.1M
|
-$1.49M
|
-11,647
|
-4%
|
|
|
28
|
Pathstone Holdings
Englewood,
New Jersey
|
$34.8M
|
-$312K
|
-2,437
|
-0.9%
|
|
|
29
|
Wealthspire Advisors (New York)
New York
|
$34.4M
|
+$541K
|
+4,222
|
+2%
|
|
|
30
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$34M
|
-$5.88M
|
-45,887
|
-15%
|
|
|
31
|
Jones Financial Companies
Des Peres,
Missouri
|
$33M
|
+$4.44M
|
+34,679
|
+16%
|
|
|
32
|
Balance Wealth
Delaware,
Ohio
|
$32.6M
|
+$32.2M
|
+251,191
|
New
|
|
|
33
|
Courier Capital
Buffalo,
New York
|
$31.3M
|
+$235K
|
+1,838
|
+0.8%
|
|
|
34
|
|
$29.7M
|
+$798K
|
+6,233
|
+3%
|
|
|
35
|
Truist Financial
Charlotte,
North Carolina
|
$29.7M
|
-$516K
|
-4,031
|
-2%
|
|
|
36
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$29.5M
|
+$1.23M
|
+9,588
|
+4%
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$28.8M
|
-$402K
|
-3,141
|
-1%
|
|
|
38
|
Rockefeller Capital Management
New York
|
$28.1M
|
+$131K
|
+1,023
|
+0.5%
|
|
|
39
|
World Investment Advisors
Santa Barbara,
California
|
$27.9M
|
+$26.9M
|
+210,396
|
+4,527%
|
|
|
40
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$25M
|
-$2.56M
|
-19,982
|
-9%
|
|
|
41
|
KeyBank National Association
Cleveland,
Ohio
|
$23.8M
|
-$550K
|
-4,296
|
-2%
|
|
|
42
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$22.6M
|
-$95.7K
|
-747
|
-0.4%
|
|
|
43
|
Mariner
Overland Park,
Kansas
|
$21.9M
|
-$172K
|
-1,347
|
-0.8%
|
|
|
44
|
SPC Financial Inc
Rockville,
Maryland
|
$21.4M
|
-$57.4K
|
-448
|
-0.3%
|
|
|
45
|
Lido Advisors
Los Angeles,
California
|
$20.4M
|
+$724K
|
+5,656
|
+4%
|
|
|
46
|
Sterling Financial Planning
Sparta,
New Jersey
|
$19.2M
|
+$185K
|
+1,444
|
+1%
|
|
|
47
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$17.1M
|
+$16.9M
|
+131,609
|
New
|
|
|
48
|
Lutz Financial Services
Omaha,
Nebraska
|
$15.6M
|
-$52.4K
|
-409
|
-0.3%
|
|
|
49
|
Focus Partners Wealth
Boston,
Massachusetts
|
$15.5M
|
-$308K
|
-2,403
|
-2%
|
|
|
50
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$14.7M
|
-$17.7K
|
-138
|
-0.1%
|
|
