|
26
|
Curi RMB Capital
Chicago,
Illinois
|
$34.5M
|
+$273K
|
+5,385
|
+0.8%
|
|
|
27
|
Raymond James Financial
St Petersburg,
Florida
|
$33.6M
|
-$46.4K
|
-916
|
-0.1%
|
|
|
28
|
Envestnet Asset Management
Chicago,
Illinois
|
$33.5M
|
+$8.16M
|
+161,020
|
+32%
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$32.4M
|
+$5.61M
|
+110,722
|
+21%
|
|
|
30
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$31.2M
|
–
|
–
|
–
|
|
|
31
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$30.2M
|
+$1.95M
|
+38,474
|
+7%
|
|
|
32
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$30M
|
+$28.3M
|
+558,730
|
+1,728%
|
|
|
33
|
Cabot Wealth Management
Salem,
Massachusetts
|
$24.4M
|
+$24.4M
|
+480,901
|
New
|
|
|
34
|
Abacus Planning Group
Columbia,
South Carolina
|
$19.4M
|
-$4.27M
|
-84,272
|
-18%
|
|
|
35
|
Bank of New York Mellon
New York
|
$19M
|
+$1.22M
|
+23,995
|
+7%
|
|
|
36
|
Choice Wealth Advisors
Waterville,
Maine
|
$17.1M
|
+$642K
|
+12,655
|
+4%
|
|
|
37
|
Mercer Global Advisors
Denver,
Colorado
|
$15.5M
|
+$454K
|
+8,947
|
+3%
|
|
|
38
|
HighPoint Advisor Group
Downers Grove,
Illinois
|
$15.3M
|
-$7.45M
|
-146,847
|
-33%
|
|
|
39
|
Jones Financial Companies
Des Peres,
Missouri
|
$14.6M
|
+$1.36M
|
+26,843
|
+10%
|
|
|
40
|
TrustBank
Olney,
Illinois
|
$13.2M
|
+$31.9K
|
+629
|
+0.2%
|
|
|
41
|
Stifel Financial
St. Louis,
Missouri
|
$12.4M
|
-$480K
|
-9,471
|
-4%
|
|
|
42
|
Modern Wealth Management
Lenexa,
Kansas
|
$11.9M
|
-$1.94M
|
-38,181
|
-14%
|
|
|
43
|
SSI Investment Management
Los Angeles,
California
|
$11.7M
|
-$3.91M
|
-77,174
|
-25%
|
|
|
44
|
|
$10.5M
|
+$10.5M
|
+207,420
|
New
|
|
|
45
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.56M
|
-$1.07M
|
-21,055
|
-10%
|
|
|
46
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$8.86M
|
+$3.1M
|
+61,198
|
+54%
|
|
|
47
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$8.66M
|
-$1.18M
|
-23,200
|
-12%
|
|
|
48
|
Beverly Hills Private Wealth
Beverly Hills,
California
|
$8.46M
|
+$865K
|
+17,064
|
+11%
|
|
|
49
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$8.39M
|
+$214K
|
+4,218
|
+3%
|
|
|
50
|
|
$8.13M
|
+$6.51M
|
+128,460
|
+402%
|
|
