|
76
|
Pathstone Holdings
Englewood,
New Jersey
|
$24.7M
|
+$9.43M
|
+68,392
|
+68%
|
|
|
77
|
Corient Private Wealth
Miami,
Florida
|
$24.5M
|
+$3.91M
|
+28,344
|
+20%
|
|
|
78
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24.4M
|
-$1.51M
|
-10,970
|
-6%
|
|
|
79
|
Washington Trust Bank
Spokane,
Washington
|
$24.4M
|
-$1.19M
|
-8,605
|
-5%
|
|
|
80
|
Kestra Private Wealth Services
Austin,
Texas
|
$24M
|
+$873K
|
+6,335
|
+4%
|
|
|
81
|
Steward Partners Investment Advisory
New York
|
$23.9M
|
-$3.76M
|
-27,256
|
-14%
|
|
|
82
|
Midwest Trust
Overland Park,
Kansas
|
$23.6M
|
+$189K
|
+1,368
|
+0.9%
|
|
|
83
|
MML Investors Services
Springfield,
Massachusetts
|
$22.7M
|
+$2.73M
|
+19,836
|
+15%
|
|
|
84
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$22.6M
|
+$1.53M
|
+11,127
|
+8%
|
|
|
85
|
Congress Asset Management
Boston,
Massachusetts
|
$22.6M
|
-$21.6M
|
-156,889
|
-50%
|
|
|
86
|
AE Wealth Management
Topeka,
Kansas
|
$22.4M
|
+$4.61M
|
+33,461
|
+28%
|
|
|
87
|
MAI Capital Management
Independence,
Ohio
|
$22.3M
|
-$1.33M
|
-9,654
|
-6%
|
|
|
88
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$22.3M
|
-$646K
|
-4,686
|
-3%
|
|
|
89
|
Falcon Wealth Planning
Ontario,
California
|
$22.2M
|
+$700K
|
+5,080
|
+3%
|
|
|
90
|
StoryOne LLC
Overland Park,
Kansas
|
$21.7M
|
+$20.4M
|
+148,100
|
New
|
|
|
91
|
Mechanics Bank - Trust Department
Walnut Creek,
California
|
$21.3M
|
+$805K
|
+5,838
|
+4%
|
|
|
92
|
Mesirow Financial Investment Management
Chicago,
Illinois
|
$21M
|
-$18.6M
|
-134,754
|
-48%
|
|
|
93
|
Wealthspire Advisors (New York)
New York
|
$20.2M
|
-$91.8K
|
-666
|
-0.5%
|
|
|
94
|
Waverly Advisors
Birmingham,
Alabama
|
$19.8M
|
-$5.29M
|
-38,397
|
-22%
|
|
|
95
|
Intergy Private Wealth
Colorado Springs,
Colorado
|
$19.4M
|
+$14.7M
|
+106,375
|
+407%
|
|
|
96
|
LBJ Family Wealth Advisors
Austin,
Texas
|
$18.9M
|
-$170K
|
-1,234
|
-0.9%
|
|
|
97
|
Northern Trust
Chicago,
Illinois
|
$18.8M
|
-$946K
|
-6,863
|
-5%
|
|
|
98
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$18.7M
|
+$931K
|
+6,757
|
+6%
|
|
|
99
|
Diversified Management
Milwaukee,
Wisconsin
|
$18.2M
|
+$166K
|
+1,202
|
+1%
|
|
|
100
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$17.6M
|
+$370K
|
+2,685
|
+2%
|
|
