|
26
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$31.7M
|
-$416K
|
-3,914
|
-1%
|
|
|
27
|
Bailard
Foster City,
California
|
$30.2M
|
-$340K
|
-3,201
|
-1%
|
|
|
28
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$28.8M
|
-$227K
|
-2,138
|
-0.8%
|
|
|
29
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$28.2M
|
-$922K
|
-8,685
|
-3%
|
|
|
30
|
SPC Financial Inc
Rockville,
Maryland
|
$27.4M
|
-$4.46K
|
-42
|
-0%
|
|
|
31
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$26.6M
|
-$3.46M
|
-32,555
|
-12%
|
|
|
32
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.2M
|
+$14M
|
+131,391
|
+136%
|
|
|
33
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$24.6M
|
+$644K
|
+6,067
|
+3%
|
|
|
34
|
Mariner
Overland Park,
Kansas
|
$24.4M
|
-$551K
|
-5,189
|
-2%
|
|
|
35
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$23.1M
|
+$22.2M
|
+209,044
|
New
|
|
|
36
|
GHP Investment Advisors
Denver,
Colorado
|
$21.9M
|
-$171K
|
-1,613
|
-0.8%
|
|
|
37
|
|
$21.7M
|
+$161K
|
+1,517
|
+0.8%
|
|
|
38
|
United Capital Financial Advisors
Irving,
Texas
|
$21.4M
|
-$589K
|
-5,542
|
-3%
|
|
|
39
|
Rockefeller Capital Management
New York
|
$21M
|
+$15.8K
|
+149
|
+0.1%
|
|
|
40
|
MAI Capital Management
Independence,
Ohio
|
$20.5M
|
+$513K
|
+4,830
|
+3%
|
|
|
41
|
Probity Advisors
Dallas,
Texas
|
$19.4M
|
+$296K
|
+2,791
|
+2%
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.7M
|
+$403K
|
+3,795
|
+2%
|
|
|
43
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$18.4M
|
+$775K
|
+7,294
|
+5%
|
|
|
44
|
Kestra Private Wealth Services
Austin,
Texas
|
$17.9M
|
+$6.05M
|
+56,980
|
+54%
|
|
|
45
|
Truist Financial
Charlotte,
North Carolina
|
$17.3M
|
-$163K
|
-1,533
|
-1%
|
|
|
46
|
Savant Capital
Rockford,
Illinois
|
$17.3M
|
+$1.32M
|
+12,421
|
+9%
|
|
|
47
|
Creative Planning
Overland Park,
Kansas
|
$16.6M
|
-$143K
|
-1,347
|
-0.9%
|
|
|
48
|
Focus Partners Wealth
Boston,
Massachusetts
|
$16.6M
|
+$935K
|
+8,807
|
+6%
|
|
|
49
|
KeyBank National Association
Cleveland,
Ohio
|
$15.9M
|
-$306K
|
-2,879
|
-2%
|
|
|
50
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$15.8M
|
-$469K
|
-4,412
|
-3%
|
|
