|
26
|
MD Financial Management
Ottawa,
Ontario, Canada
|
$78.7M
|
-$7.49M
|
-49,857
|
-7%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$68M
|
+$317M
|
+2,112,020
|
New
|
|
|
28
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$68M
|
+$12.9M
|
+85,822
|
+17%
|
|
|
29
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$67.1M
|
+$5M
|
+33,270
|
+6%
|
|
|
30
|
Truist Financial
Charlotte,
North Carolina
|
$63.5M
|
+$5.31M
|
+35,303
|
+7%
|
|
|
31
|
Stifel Financial
St. Louis,
Missouri
|
$63.3M
|
+$4.83M
|
+32,166
|
+6%
|
|
|
32
|
Fidelity Investments
Boston,
Massachusetts
|
$62.3M
|
+$10.4M
|
+68,999
|
+15%
|
|
|
33
|
M&T Bank
Buffalo,
New York
|
$59.6M
|
+$77.6M
|
+516,223
|
New
|
|
|
34
|
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
|
$57.7M
|
+$1.6M
|
+10,672
|
+2%
|
|
|
35
|
Karpus Investment Management
Pittsford,
New York
|
$54.1M
|
-$24.9M
|
-165,469
|
-26%
|
|
|
36
|
|
$50M
|
-$9.35M
|
-62,207
|
-13%
|
|
|
37
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$49.7M
|
-$3.94M
|
-26,250
|
-6%
|
|
|
38
|
Financial Synergies Wealth Advisors
Houston,
Texas
|
$47.4M
|
+$6.87M
|
+45,684
|
+13%
|
|
|
39
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$42.9M
|
–
|
–
|
–
|
|
|
40
|
Raymond James & Associates
St Petersburg,
Florida
|
$42.4M
|
-$10.2M
|
-68,043
|
-16%
|
|
|
41
|
Vista Capital Partners
Portland,
Oregon
|
$42.3M
|
+$5.85M
|
+38,903
|
+12%
|
|
|
42
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$39.8M
|
+$14M
|
+93,237
|
+37%
|
|
|
43
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$38.7M
|
-$276K
|
-1,839
|
-0.5%
|
|
|
44
|
Chandler Asset Management
San Diego,
California
|
$37.2M
|
+$210K
|
+1,400
|
+0.4%
|
|
|
45
|
|
$37M
|
+$755K
|
+5,021
|
+2%
|
|
|
46
|
Pinnacle Associates
New York
|
$36.6M
|
-$1.99M
|
-13,265
|
-4%
|
|
|
47
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$35.2M
|
+$1.43M
|
+9,504
|
+3%
|
|
|
48
|
Private Advisor Group
Morristown,
New Jersey
|
$35.1M
|
+$12.2M
|
+81,389
|
+37%
|
|
|
49
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$34.6M
|
-$4.42M
|
-29,409
|
-9%
|
|
|
50
|
Vanguard Group
Malvern,
Pennsylvania
|
$34.4M
|
+$4.87M
|
+32,382
|
+12%
|
|
