|
51
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$17M
|
-$248K
|
-9,374
|
-1%
|
|
|
52
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$17M
|
+$119K
|
+4,516
|
+0.7%
|
|
|
53
|
Modera Wealth Management
Westwood,
New Jersey
|
$16.6M
|
+$1.95M
|
+73,818
|
+13%
|
|
|
54
|
Park Avenue Securities
New York
|
$16.6M
|
+$1.54M
|
+58,027
|
+10%
|
|
|
55
|
CPA Asset Management
West Palm Beach,
Florida
|
$16.3M
|
+$358K
|
+13,515
|
+2%
|
|
|
56
|
Annandale Capital
Dallas,
Texas
|
$15.4M
|
-$38.1K
|
-1,440
|
-0.2%
|
|
|
57
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$15.4M
|
+$1.18M
|
+44,747
|
+8%
|
|
|
58
|
Clearstead Advisors
Cleveland,
Ohio
|
$15.2M
|
+$1.09M
|
+41,122
|
+7%
|
|
|
59
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$15M
|
+$88.6K
|
+3,347
|
+0.6%
|
|
|
60
|
Fiduciary Financial Group
San Rafael,
California
|
$14.6M
|
+$440K
|
+16,644
|
+3%
|
|
|
61
|
Bedel Financial Consulting
Indianapolis,
Indiana
|
$14.6M
|
+$349K
|
+13,184
|
+2%
|
|
|
62
|
Arista Wealth Management
Las Vegas,
Nevada
|
$14.3M
|
+$373K
|
+14,083
|
+3%
|
|
|
63
|
Wealth Management Nebraska
Norfolk,
Nebraska
|
$14.2M
|
+$14.8M
|
+558,488
|
New
|
|
|
64
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$13.8M
|
+$451K
|
+17,028
|
+3%
|
|
|
65
|
Creative Capital Management Investments
San Diego,
California
|
$13.7M
|
+$460K
|
+17,371
|
+3%
|
|
|
66
|
Pallas Capital Advisors
Braintree,
Massachusetts
|
$13.3M
|
-$49.7K
|
-1,880
|
-0.4%
|
|
|
67
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.1M
|
-$45.5K
|
-1,721
|
-0.3%
|
|
|
68
|
Colony Family Offices
Charlotte,
North Carolina
|
$12.9M
|
+$166K
|
+6,292
|
+1%
|
|
|
69
|
EP Wealth Advisors
Torrance,
California
|
$12.7M
|
-$14.4M
|
-545,150
|
-52%
|
|
|
70
|
Brighton Jones LLC
Seattle,
Washington
|
$12.4M
|
+$1.96M
|
+73,906
|
+18%
|
|
|
71
|
Envision Financial Planning
Memphis,
Tennessee
|
$12.4M
|
+$242K
|
+9,133
|
+2%
|
|
|
72
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$12.2M
|
+$338K
|
+12,789
|
+3%
|
|
|
73
|
DDFG Inc
Thousand Oaks,
California
|
$12.1M
|
+$396K
|
+14,959
|
+3%
|
|
|
74
|
Collective Family Office
York,
Pennsylvania
|
$12.1M
|
+$372K
|
+14,077
|
+3%
|
|
|
75
|
Efficient Advisors
Mason,
Ohio
|
$12.1M
|
+$995K
|
+37,589
|
+9%
|
|
