|
51
|
Pathstone Holdings
Englewood,
New Jersey
|
$1.85M
|
+$100K
|
+1,477
|
+5%
|
|
|
52
|
Steward Partners Investment Advisory
New York
|
$1.84M
|
+$285K
|
+4,187
|
+17%
|
|
|
53
|
DOHJ LLC
Seattle,
Washington
|
$1.79M
|
+$133K
|
+1,957
|
+8%
|
|
|
54
|
Albion Financial Group
Salt Lake City,
Utah
|
$1.7M
|
+$5.98K
|
+88
|
+0.3%
|
|
|
55
|
Parkside Advisors
Berkeley,
California
|
$1.6M
|
-$47.7K
|
-701
|
-3%
|
|
|
56
|
XY Planning Network
Bozeman,
Montana
|
$1.48M
|
+$1.56M
|
+22,944
|
New
|
|
|
57
|
Bank of America
Charlotte,
North Carolina
|
$1.44M
|
+$45.5K
|
+670
|
+3%
|
|
|
58
|
Perigon Wealth Management
San Francisco,
California
|
$1.43M
|
+$654K
|
+9,619
|
+78%
|
|
|
59
|
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
|
$1.43M
|
+$1.5M
|
+22,121
|
New
|
|
|
60
|
Opes Wealth Management
Menlo Park,
California
|
$1.43M
|
+$22.8K
|
+335
|
+2%
|
|
|
61
|
Atwater Malick
Lancaster,
Pennsylvania
|
$1.42M
|
–
|
–
|
–
|
|
|
62
|
Wade Financial Advisory
Campbell,
California
|
$1.32M
|
-$35.7K
|
-525
|
-3%
|
|
|
63
|
Gould Asset Management
Claremont,
California
|
$1.26M
|
+$91.8K
|
+1,350
|
+7%
|
|
|
64
|
Bank of New York Mellon
New York
|
$1.21M
|
-$8.02K
|
-118
|
-0.6%
|
|
|
65
|
Plancorp LLC
Saint Louis,
Missouri
|
$1.17M
|
–
|
–
|
–
|
|
|
66
|
MGO One Seven
Beachwood,
Ohio
|
$1.16M
|
+$222K
|
+3,269
|
+22%
|
|
|
67
|
Shotwell Rutter Baer
Lansing,
Michigan
|
$1.1M
|
-$2.72K
|
-40
|
-0.2%
|
|
|
68
|
Wells Fargo
San Francisco,
California
|
$1.07M
|
+$62.7K
|
+922
|
+6%
|
|
|
69
|
Revolve Wealth Partners
Hackensack,
New Jersey
|
$1.04M
|
+$112K
|
+1,641
|
+11%
|
|
|
70
|
Austin Private Wealth
Austin,
Texas
|
$1.04M
|
+$107K
|
+1,573
|
+11%
|
|
|
71
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.01M
|
+$54K
|
+795
|
+5%
|
|
|
72
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$1M
|
+$1M
|
+14,770
|
+1,999%
|
|
|
73
|
Wealth Alliance
Mellville,
New York
|
$982K
|
+$141K
|
+2,069
|
+16%
|
|
|
74
|
Congress Wealth Management
Boston,
Massachusetts
|
$895K
|
-$64.5K
|
-949
|
-6%
|
|
|
75
|
TownSquare Capital
Provo,
Utah
|
$881K
|
+$346K
|
+5,096
|
+60%
|
|
