|
26
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.6M
|
+$5.32M
|
+29,303
|
+23%
|
|
|
27
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.8M
|
-$3.4M
|
-18,713
|
-11%
|
|
|
28
|
Mariner
Overland Park,
Kansas
|
$24.7M
|
-$345K
|
-1,898
|
-1%
|
|
|
29
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$20.4M
|
+$1.3M
|
+7,179
|
+6%
|
|
|
30
|
Portfolio Strategies
Monsey,
New York
|
$20.3M
|
-$409K
|
-2,252
|
-2%
|
|
|
31
|
SNS Financial Group
Minneapolis,
Minnesota
|
$19.7M
|
+$169K
|
+932
|
+0.8%
|
|
|
32
|
M&T Bank
Buffalo,
New York
|
$19.4M
|
-$36.3K
|
-200
|
-0.2%
|
|
|
33
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$18.8M
|
+$8.57M
|
+47,235
|
+69%
|
|
|
34
|
Curtis Advisory Group
Santa Barbara,
California
|
$18.4M
|
-$4.72K
|
-26
|
-0%
|
|
|
35
|
Abbrea Capital
Greenbrae,
California
|
$18.4M
|
-$83.5K
|
-460
|
-0.4%
|
|
|
36
|
Steward Partners Investment Advisory
New York
|
$18.4M
|
+$688K
|
+3,792
|
+3%
|
|
|
37
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$15.8M
|
-$595K
|
-3,279
|
-3%
|
|
|
38
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$15.6M
|
-$61.7K
|
-340
|
-0.4%
|
|
|
39
|
|
$14M
|
–
|
–
|
–
|
|
|
40
|
United Capital Financial Advisors
Irving,
Texas
|
$13.6M
|
-$859K
|
-4,731
|
-5%
|
|
|
41
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$12.9M
|
+$11.2M
|
+61,968
|
+355%
|
|
|
42
|
KeyBank National Association
Cleveland,
Ohio
|
$12.7M
|
-$960K
|
-5,287
|
-6%
|
|
|
43
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.7M
|
+$478K
|
+2,635
|
+4%
|
|
|
44
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.2M
|
-$450K
|
-2,478
|
-3%
|
|
|
45
|
Spire Wealth Management
Mclean,
Virginia
|
$11.3M
|
-$2.57M
|
-14,183
|
-17%
|
|
|
46
|
Country Club Bank
Kansas City,
Missouri
|
$11.3M
|
+$45.4K
|
+250
|
+0.4%
|
|
|
47
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
+$61.5K
|
+339
|
+0.5%
|
|
|
48
|
Veritable
Wilmington,
Delaware
|
$11M
|
+$11.4K
|
+63
|
+0.1%
|
|
|
49
|
Ameriprise
Minneapolis,
Minnesota
|
$10.9M
|
-$10.1M
|
-55,901
|
-46%
|
|
|
50
|
Brown Brothers Harriman & Co
New York
|
$9.89M
|
+$358K
|
+1,973
|
+3%
|
|
