|
51
|
KeyBank National Association
Cleveland,
Ohio
|
$55.6M
|
+$171K
|
+2,154
|
+0.3%
|
|
|
52
|
Facet Wealth Inc
Baltimore,
Maryland
|
$55M
|
+$55.9M
|
+704,042
|
New
|
|
|
53
|
Equitable Holdings
New York
|
$52.7M
|
+$6.11M
|
+76,835
|
+13%
|
|
|
54
|
|
$50.5M
|
+$1.69M
|
+21,317
|
+3%
|
|
|
55
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$50.2M
|
+$1.27M
|
+16,035
|
+3%
|
|
|
56
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$48.5M
|
-$4.79M
|
-60,290
|
-9%
|
|
|
57
|
Bartlett & Co
Cincinnati,
Ohio
|
$48.5M
|
-$4.79M
|
-60,290
|
-9%
|
|
|
58
|
NewEdge Advisors
New Orleans,
Louisiana
|
$39.4M
|
+$5.46M
|
+68,682
|
+16%
|
|
|
59
|
Lebenthal Global Advisors
Hauppauge,
New York
|
$39.2M
|
-$150K
|
-1,889
|
-0.4%
|
|
|
60
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$38.6M
|
+$35.2M
|
+443,259
|
+925%
|
|
|
61
|
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
|
$38.5M
|
–
|
–
|
–
|
|
|
62
|
American Century Companies
Kansas City,
Missouri
|
$36.6M
|
+$2.39M
|
+30,100
|
+7%
|
|
|
63
|
Principal Financial Group
Des Moines,
Iowa
|
$36.1M
|
+$7.08M
|
+89,087
|
+24%
|
|
|
64
|
Osaic Holdings
Scottsdale,
Arizona
|
$35.7M
|
+$2.64M
|
+33,164
|
+8%
|
|
|
65
|
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
|
$33.8M
|
+$4.12M
|
+51,840
|
+14%
|
|
|
66
|
Cypress Financial Planning
Haddon Heights,
New Jersey
|
$33.5M
|
+$1.34M
|
+16,883
|
+4%
|
|
|
67
|
Rakuten Investment Management
Tokyo,
Japan
|
$33.4M
|
+$2.9M
|
+36,500
|
+9%
|
|
|
68
|
Houlihan Financial Resource Group
Ashburn,
Virginia
|
$33.2M
|
+$32.1M
|
+404,298
|
+2,953%
|
|
|
69
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$32.5M
|
+$1.18M
|
+14,870
|
+4%
|
|
|
70
|
CBIZ Investment Advisory Services
Independence,
Ohio
|
$32.1M
|
+$517K
|
+6,506
|
+2%
|
|
|
71
|
Ratio Wealth Group
Denver,
Colorado
|
$31.3M
|
+$31.5M
|
+396,338
|
New
|
|
|
72
|
Hudock Inc
Williamsport,
Pennsylvania
|
$30.5M
|
+$41.1K
|
+517
|
+0.1%
|
|
|
73
|
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
$30.4M
|
–
|
–
|
–
|
|
|
74
|
Stifel Financial
St. Louis,
Missouri
|
$30.4M
|
-$1.8M
|
-22,656
|
-6%
|
|
|
75
|
TownSquare Capital
Provo,
Utah
|
$30.2M
|
+$1.58M
|
+19,830
|
+5%
|
|
