|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$23.7M
|
+$269K
|
+3,481
|
+1%
|
|
|
52
|
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
|
$23.4M
|
+$1.71M
|
+22,135
|
+7%
|
|
|
53
|
Highland Private Wealth Management
Bellevue,
Washington
|
$22.3M
|
-$5.11M
|
-66,074
|
-18%
|
|
|
54
|
Atria Wealth Solutions
New York
|
$21.7M
|
+$843K
|
+10,899
|
+4%
|
|
|
55
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$21.6M
|
-$1.59M
|
-20,559
|
-7%
|
|
|
56
|
Geneos Wealth Management
Englewood,
Colorado
|
$21.6M
|
-$494K
|
-6,381
|
-2%
|
|
|
57
|
|
$21.1M
|
–
|
–
|
–
|
|
|
58
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$21M
|
+$6.7M
|
+86,575
|
+44%
|
|
|
59
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$20.1M
|
-$762K
|
-9,855
|
-3%
|
|
|
60
|
Kestra Advisory Services
Austin,
Texas
|
$19.7M
|
-$2.08M
|
-26,824
|
-9%
|
|
|
61
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$17.9M
|
-$775K
|
-10,016
|
-4%
|
|
|
62
|
Fullen Financial Group
Columbus,
Ohio
|
$17.1M
|
+$444K
|
+5,738
|
+3%
|
|
|
63
|
Insight Wealth Partners
Plano,
Texas
|
$17.1M
|
+$286K
|
+3,698
|
+2%
|
|
|
64
|
OLIO Financial Planning
Mclean,
Virginia
|
$16.9M
|
+$838K
|
+10,834
|
+5%
|
|
|
65
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$16.8M
|
-$3.26M
|
-42,199
|
-16%
|
|
|
66
|
Wealthfront Advisers
Palo Alto,
California
|
$16.3M
|
+$483K
|
+6,248
|
+3%
|
|
|
67
|
Raymond James & Associates
St Petersburg,
Florida
|
$16.1M
|
-$15M
|
-193,862
|
-47%
|
|
|
68
|
HighTower Advisors
Chicago,
Illinois
|
$15.6M
|
-$215K
|
-2,778
|
-1%
|
|
|
69
|
Human Investing
Lake Oswego,
Oregon
|
$15.4M
|
+$1.61M
|
+20,862
|
+11%
|
|
|
70
|
Financial Engines Advisors
Santa Clara,
California
|
$15M
|
+$8.97M
|
+115,894
|
+132%
|
|
|
71
|
First Merchants Corp
Muncie,
Indiana
|
$13.9M
|
+$1.96M
|
+25,344
|
+16%
|
|
|
72
|
AE Wealth Management
Topeka,
Kansas
|
$13.8M
|
-$1.06M
|
-13,761
|
-7%
|
|
|
73
|
Austin Private Wealth
Austin,
Texas
|
$13.8M
|
+$14.5M
|
+187,546
|
New
|
|
|
74
|
Verde Capital Management
Clarkston,
Michigan
|
$13.7M
|
-$1.83M
|
-23,670
|
-11%
|
|
|
75
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$13.5M
|
-$762K
|
-9,844
|
-5%
|
|
