|
26
|
Fidelity Investments
Boston,
Massachusetts
|
$27.9M
|
-$571K
|
-3,306
|
-2%
|
|
|
27
|
Fisher Asset Management
Camas,
Washington
|
$27M
|
-$1.24M
|
-7,209
|
-4%
|
|
|
28
|
Mariner
Overland Park,
Kansas
|
$25.9M
|
-$45.9K
|
-266
|
-0.2%
|
|
|
29
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$22.4M
|
+$990K
|
+5,736
|
+5%
|
|
|
30
|
SNS Financial Group
Minneapolis,
Minnesota
|
$22.1M
|
+$1.39M
|
+8,025
|
+7%
|
|
|
31
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$21.3M
|
+$1.6M
|
+9,241
|
+8%
|
|
|
32
|
M&T Bank
Buffalo,
New York
|
$20.6M
|
+$281K
|
+1,627
|
+1%
|
|
|
33
|
Abbrea Capital
Greenbrae,
California
|
$20.4M
|
+$1.19M
|
+6,883
|
+6%
|
|
|
34
|
Steward Partners Investment Advisory
New York
|
$19.2M
|
-$104K
|
-601
|
-0.5%
|
|
|
35
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$16.3M
|
-$296K
|
-1,713
|
-2%
|
|
|
36
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$16M
|
-$405K
|
-2,343
|
-2%
|
|
|
37
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$15.8M
|
+$4.28M
|
+24,785
|
+36%
|
|
|
38
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$15.2M
|
+$1.72M
|
+9,976
|
+13%
|
|
|
39
|
Raymond James & Associates
St Petersburg,
Florida
|
$14M
|
+$709K
|
+4,104
|
+5%
|
|
|
40
|
United Capital Financial Advisors
Irving,
Texas
|
$13.7M
|
-$583K
|
-3,375
|
-4%
|
|
|
41
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.8M
|
+$8.46K
|
+49
|
+0.1%
|
|
|
42
|
KeyBank National Association
Cleveland,
Ohio
|
$12.7M
|
-$654K
|
-3,789
|
-5%
|
|
|
43
|
Pathstone Family Office
Englewood,
New Jersey
|
$11.9M
|
+$61.1K
|
+354
|
+0.5%
|
|
|
44
|
Veritable
Wilmington,
Delaware
|
$11.5M
|
–
|
–
|
–
|
|
|
45
|
Spire Wealth Management
Mclean,
Virginia
|
$11.4M
|
-$488K
|
-2,824
|
-4%
|
|
|
46
|
Country Club Bank
Kansas City,
Missouri
|
$11.3M
|
-$334K
|
-1,935
|
-3%
|
|
|
47
|
Brown Brothers Harriman & Co
New York
|
$10.4M
|
–
|
–
|
–
|
|
|
48
|
|
$9.54M
|
-$5.24M
|
-30,337
|
-35%
|
|
|
49
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$9.43M
|
-$112K
|
-647
|
-1%
|
|
|
50
|
Ameriprise
Minneapolis,
Minnesota
|
$9.19M
|
-$2.24M
|
-12,990
|
-19%
|
|
