|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$2.31M
|
+$797K
|
+33,215
|
+56%
|
|
|
27
|
Verum Partners
Charlotte,
North Carolina
|
$2.07M
|
-$5.04K
|
-210
|
-0.2%
|
|
|
28
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$1.91M
|
+$601K
|
+25,064
|
+47%
|
|
|
29
|
LAM Group
Lake Oswego,
Oregon
|
$1.85M
|
-$39.1K
|
-1,630
|
-2%
|
|
|
30
|
Maryland Capital Advisors
Chester,
Maryland
|
$1.84M
|
+$166K
|
+6,911
|
+10%
|
|
|
31
|
Sterling Financial Planning
Sparta,
New Jersey
|
$1.79M
|
+$378K
|
+15,744
|
+27%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.66M
|
-$12.3K
|
-514
|
-0.8%
|
|
|
33
|
Mills Wealth Advisors
Southlake,
Texas
|
$1.65M
|
+$28.9K
|
+1,204
|
+2%
|
|
|
34
|
PBMares Wealth Management
Williamsburg,
Virginia
|
$1.58M
|
+$221K
|
+9,215
|
+17%
|
|
|
35
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.55M
|
+$211K
|
+8,809
|
+16%
|
|
|
36
|
Corient Private Wealth
Miami,
Florida
|
$1.54M
|
+$28.7K
|
+1,194
|
+2%
|
|
|
37
|
Index Fund Advisors
Irvine,
California
|
$1.51M
|
+$453K
|
+18,856
|
+44%
|
|
|
38
|
Applied Capital
Little Rock,
Arkansas
|
$1.37M
|
+$14.9K
|
+622
|
+1%
|
|
|
39
|
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
|
$1.28M
|
+$1.26M
|
+52,409
|
New
|
|
|
40
|
|
$1.25M
|
+$217K
|
+9,054
|
+21%
|
|
|
41
|
Sequoia Financial Advisors
Akron,
Ohio
|
$1.21M
|
+$96.1K
|
+4,004
|
+9%
|
|
|
42
|
Gibson Capital
Wexford,
Pennsylvania
|
$1.19M
|
-$334K
|
-13,900
|
-22%
|
|
|
43
|
Flow Traders U.S.
New York
|
$1.18M
|
-$1.1M
|
-45,810
|
-49%
|
|
|
44
|
Cardiff Park Advisors
Carlsbad,
California
|
$1.11M
|
-$99.7K
|
-4,154
|
-8%
|
|
|
45
|
Cordant Inc
Portland,
Oregon
|
$1.11M
|
+$254K
|
+10,576
|
+30%
|
|
|
46
|
Steward Partners Investment Advisory
New York
|
$1.09M
|
+$90.8K
|
+3,785
|
+9%
|
|
|
47
|
RCS Financial Planning
Annapolis,
Maryland
|
$1.06M
|
+$147K
|
+6,143
|
+16%
|
|
|
48
|
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
|
$980K
|
+$965K
|
+40,212
|
New
|
|
|
49
|
Advisor Partners II
Walnut Creek,
California
|
$948K
|
+$25.3K
|
+1,054
|
+3%
|
|
|
50
|
Matisse Capital
Portland,
Oregon
|
$941K
|
–
|
–
|
–
|
|
