|
26
|
Abbrea Capital
Greenbrae,
California
|
$22.4M
|
+$5.74K
|
+32
|
+0%
|
|
|
27
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$22.1M
|
-$1.18M
|
-6,595
|
-5%
|
|
|
28
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$22M
|
-$2.44M
|
-13,579
|
-10%
|
|
|
29
|
M&T Bank
Buffalo,
New York
|
$21.6M
|
-$985K
|
-5,489
|
-5%
|
|
|
30
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.2M
|
-$42.4M
|
-236,279
|
-68%
|
|
|
31
|
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
|
$20.5M
|
+$3.61M
|
+20,094
|
+22%
|
|
|
32
|
Steward Partners Investment Advisory
New York
|
$20.1M
|
-$853K
|
-4,756
|
-4%
|
|
|
33
|
Altus Wealth Management
Ft Mitchell,
Kentucky
|
$18.8M
|
+$866K
|
+4,829
|
+5%
|
|
|
34
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$18.2M
|
+$662K
|
+3,690
|
+4%
|
|
|
35
|
Fisher Asset Management
Camas,
Washington
|
$18.2M
|
-$11M
|
-61,033
|
-39%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.8M
|
+$397K
|
+2,214
|
+2%
|
|
|
37
|
United Capital Financial Advisors
Irving,
Texas
|
$14.6M
|
-$417K
|
-2,325
|
-3%
|
|
|
38
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$14.5M
|
+$440K
|
+2,454
|
+3%
|
|
|
39
|
Veritable
Wilmington,
Delaware
|
$12.6M
|
–
|
–
|
–
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.5M
|
-$2.74M
|
-15,285
|
-19%
|
|
|
41
|
|
$12.3M
|
+$1.8M
|
+10,046
|
+18%
|
|
|
42
|
KeyBank National Association
Cleveland,
Ohio
|
$12.2M
|
-$1.69M
|
-9,412
|
-13%
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$11.6M
|
+$1.46M
|
+8,121
|
+15%
|
|
|
44
|
Brown Brothers Harriman & Co
New York
|
$11.5M
|
+$109K
|
+607
|
+1%
|
|
|
45
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$10.4M
|
-$49.3M
|
-274,542
|
-83%
|
|
|
46
|
Stock Yards Bank & Trust
Louisville,
Kentucky
|
$10.2M
|
-$111K
|
-621
|
-1%
|
|
|
47
|
Financial Services Advisory
Rockville,
Maryland
|
$9.92M
|
+$9.51M
|
+53,026
|
New
|
|
|
48
|
Country Club Bank
Kansas City,
Missouri
|
$9.76M
|
-$2.42M
|
-13,466
|
-20%
|
|
|
49
|
Bricktown Capital
Detroit,
Michigan
|
$9.35M
|
–
|
–
|
–
|
|
|
50
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.22M
|
+$1.1M
|
+6,127
|
+14%
|
|
