|
26
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$36.5M
|
-$444K
|
-13,591
|
-1%
|
|
|
27
|
Greenleaf Trust
Kalamazoo,
Michigan
|
$34.1M
|
+$1.66M
|
+50,885
|
+5%
|
|
|
28
|
Osaic Holdings
Scottsdale,
Arizona
|
$33.6M
|
-$9.42M
|
-288,646
|
-21%
|
|
|
29
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$32.8M
|
+$1.56M
|
+47,638
|
+5%
|
|
|
30
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$32.1M
|
+$435K
|
+13,332
|
+1%
|
|
|
31
|
HighTower Advisors
Chicago,
Illinois
|
$29.4M
|
+$2.06M
|
+62,987
|
+7%
|
|
|
32
|
MAI Capital Management
Independence,
Ohio
|
$28.7M
|
+$29.8M
|
+911,580
|
New
|
|
|
33
|
Stephens Inc
Little Rock,
Arkansas
|
$28.1M
|
-$505K
|
-15,458
|
-2%
|
|
|
34
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$27M
|
+$463K
|
+14,180
|
+2%
|
|
|
35
|
Townsend & Associates
Westminster,
Colorado
|
$26.4M
|
+$584K
|
+17,883
|
+2%
|
|
|
36
|
Sumitomo Mitsui Financial Group
Tokyo,
Japan
|
$24.7M
|
+$1.33M
|
+40,887
|
+5%
|
|
|
37
|
Montis Financial
Waltham,
Massachusetts
|
$24.3M
|
-$121K
|
-3,719
|
-0.5%
|
|
|
38
|
|
$23.8M
|
-$22.2M
|
-681,074
|
-47%
|
|
|
39
|
New York Life Investment Management
New York
|
$23.7M
|
-$1.09M
|
-33,450
|
-4%
|
|
|
40
|
Stifel Financial
St. Louis,
Missouri
|
$23.6M
|
+$1.96M
|
+59,995
|
+9%
|
|
|
41
|
Jaffetilchin Investment Partners
Tampa,
Florida
|
$23.2M
|
+$392K
|
+12,008
|
+2%
|
|
|
42
|
KeyBank National Association
Cleveland,
Ohio
|
$22.9M
|
-$8.04M
|
-246,111
|
-25%
|
|
|
43
|
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
$21.8M
|
+$208K
|
+6,384
|
+0.9%
|
|
|
44
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$21.5M
|
-$674K
|
-20,638
|
-3%
|
|
|
45
|
Corient Private Wealth
Miami,
Florida
|
$21.4M
|
-$4.06M
|
-124,241
|
-15%
|
|
|
46
|
Insight Wealth Strategies
San Ramon,
California
|
$21.3M
|
-$208K
|
-6,379
|
-0.9%
|
|
|
47
|
Welch & Forbes
Boston,
Massachusetts
|
$20.6M
|
-$2.05M
|
-62,911
|
-9%
|
|
|
48
|
SVB Wealth
Boston,
Massachusetts
|
$20M
|
+$20.8M
|
+636,280
|
New
|
|
|
49
|
MML Investors Services
Springfield,
Massachusetts
|
$19.9M
|
+$2.24M
|
+68,488
|
+12%
|
|
|
50
|
GDS Wealth Management
Flower Mound,
Texas
|
$19.6M
|
+$2.12M
|
+64,975
|
+12%
|
|
