|
26
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$45.1M
|
+$44.6M
|
+1,399,411
|
New
|
|
|
27
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$44.9M
|
-$3.51M
|
-109,985
|
-7%
|
|
|
28
|
Edge Wealth Management
New York
|
$44.8M
|
-$459K
|
-14,394
|
-1%
|
|
|
29
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$44.4M
|
+$5.73M
|
+179,666
|
+15%
|
|
|
30
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$40.7M
|
+$31M
|
+972,514
|
+333%
|
|
|
31
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$40.5M
|
+$11.1M
|
+347,574
|
+38%
|
|
|
32
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$39.5M
|
-$3.35M
|
-105,048
|
-8%
|
|
|
33
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$37.7M
|
+$811K
|
+25,447
|
+2%
|
|
|
34
|
Hilton Capital Management
Garden City,
New York
|
$36.6M
|
-$1.27M
|
-39,840
|
-3%
|
|
|
35
|
KeyBank National Association
Cleveland,
Ohio
|
$34.4M
|
-$1.36M
|
-42,760
|
-4%
|
|
|
36
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$33.1M
|
+$606K
|
+19,006
|
+2%
|
|
|
37
|
Insight Wealth Strategies
San Ramon,
California
|
$30.9M
|
+$364K
|
+11,422
|
+1%
|
|
|
38
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$30.9M
|
+$7.44M
|
+233,319
|
+32%
|
|
|
39
|
SG Americas Securities
New York
|
$29.8M
|
–
|
–
|
–
|
|
|
40
|
Stephens Inc
Little Rock,
Arkansas
|
$29.5M
|
+$282K
|
+8,835
|
+1%
|
|
|
41
|
SVB Wealth
Boston,
Massachusetts
|
$26.6M
|
-$694K
|
-21,781
|
-3%
|
|
|
42
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$25.4M
|
-$1.06M
|
-33,318
|
-4%
|
|
|
43
|
Corient Private Wealth
Miami,
Florida
|
$25.4M
|
-$1.15M
|
-36,139
|
-4%
|
|
|
44
|
Montis Financial
Waltham,
Massachusetts
|
$24.9M
|
+$14.6M
|
+457,697
|
+145%
|
|
|
45
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$23.2M
|
-$1.98M
|
-61,989
|
-8%
|
|
|
46
|
Townsend & Associates
Westminster,
Colorado
|
$23.2M
|
+$548K
|
+17,180
|
+2%
|
|
|
47
|
Welch & Forbes
Boston,
Massachusetts
|
$22.1M
|
-$127K
|
-3,981
|
-0.6%
|
|
|
48
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.7M
|
-$8.59M
|
-269,344
|
-29%
|
|
|
49
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$21.6M
|
+$13.4M
|
+421,708
|
+171%
|
|
|
50
|
Stifel Financial
St. Louis,
Missouri
|
$21.3M
|
+$2.08M
|
+65,333
|
+11%
|
|
