|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28.3M
|
-$4.62M
|
-43,803
|
-13%
|
|
|
27
|
Bailard
Foster City,
California
|
$28.1M
|
-$1.89M
|
-17,910
|
-6%
|
|
|
28
|
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
|
$27.4M
|
-$1M
|
-9,525
|
-3%
|
|
|
29
|
Jones Financial Companies
Des Peres,
Missouri
|
$27.1M
|
+$1.28M
|
+12,136
|
+5%
|
|
|
30
|
Mariner
Overland Park,
Kansas
|
$24M
|
+$2.51M
|
+23,822
|
+11%
|
|
|
31
|
SPC Financial Inc
Rockville,
Maryland
|
$23.7M
|
+$315K
|
+2,984
|
+1%
|
|
|
32
|
Rockefeller Capital Management
New York
|
$21.3M
|
+$5.79M
|
+54,869
|
+34%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$21.1M
|
+$1.35M
|
+12,766
|
+6%
|
|
|
34
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$20.9M
|
+$302K
|
+2,863
|
+1%
|
|
|
35
|
GHP Investment Advisors
Denver,
Colorado
|
$19.9M
|
-$359K
|
-3,402
|
-2%
|
|
|
36
|
Kovitz Investment Group Partners
Chicago,
Illinois
|
$19.4M
|
-$5.91K
|
-56
|
-0%
|
|
|
37
|
United Capital Financial Advisors
Irving,
Texas
|
$19.4M
|
-$642K
|
-6,086
|
-3%
|
|
|
38
|
|
$19M
|
-$849K
|
-8,049
|
-4%
|
|
|
39
|
World Investment Advisors
Santa Barbara,
California
|
$18.9M
|
+$19.7M
|
+186,753
|
+2,764%
|
|
|
40
|
|
$18.3M
|
+$1.65M
|
+15,669
|
+9%
|
|
|
41
|
MAI Capital Management
Independence,
Ohio
|
$17.5M
|
-$83.7K
|
-793
|
-0.4%
|
|
|
42
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$17.5M
|
+$8.98M
|
+85,095
|
+90%
|
|
|
43
|
Probity Advisors
Dallas,
Texas
|
$16.9M
|
-$133K
|
-1,264
|
-0.7%
|
|
|
44
|
Truist Financial
Charlotte,
North Carolina
|
$16.8M
|
-$2.12M
|
-20,061
|
-10%
|
|
|
45
|
Savant Capital
Rockford,
Illinois
|
$16.2M
|
-$2.07M
|
-19,663
|
-11%
|
|
|
46
|
Creative Planning
Overland Park,
Kansas
|
$15.7M
|
-$143K
|
-1,357
|
-0.8%
|
|
|
47
|
Waverly Advisors
Birmingham,
Alabama
|
$15.1M
|
-$598K
|
-5,666
|
-4%
|
|
|
48
|
Focus Partners Wealth
Boston,
Massachusetts
|
$14.5M
|
-$51K
|
-483
|
-0.3%
|
|
|
49
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$14.5M
|
+$1.16M
|
+11,001
|
+8%
|
|
|
50
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$14.5M
|
-$823K
|
-7,804
|
-5%
|
|
