|
26
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$20.1M
|
+$20.7M
|
+798,651
|
New
|
|
|
27
|
|
$17.6M
|
–
|
–
|
–
|
|
|
28
|
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
|
$17.5M
|
+$155K
|
+5,972
|
+0.9%
|
|
|
29
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
+$293K
|
+11,272
|
+2%
|
|
|
30
|
Boston Standard Wealth Management
Winchester,
Massachusetts
|
$17.2M
|
+$303K
|
+11,657
|
+2%
|
|
|
31
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$16.4M
|
+$2.98M
|
+114,676
|
+21%
|
|
|
32
|
Cooper/Haims Advisors
Victor,
New York
|
$14.8M
|
+$687K
|
+26,465
|
+5%
|
|
|
33
|
|
$14.6M
|
+$15.1M
|
+582,428
|
New
|
|
|
34
|
|
$12.7M
|
+$6.54K
|
+252
|
+0%
|
|
|
35
|
|
$12.7M
|
+$1.04M
|
+39,985
|
+9%
|
|
|
36
|
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
|
$12.4M
|
-$2.45M
|
-94,301
|
-16%
|
|
|
37
|
Morton Brown Family Wealth
Allentown,
Pennsylvania
|
$12.3M
|
+$506K
|
+19,487
|
+4%
|
|
|
38
|
BIP Wealth
Atlanta,
Georgia
|
$11.8M
|
-$379K
|
-14,580
|
-3%
|
|
|
39
|
Freedom Investment Management
Hartford,
Connecticut
|
$11.8M
|
+$12.2M
|
+469,145
|
New
|
|
|
40
|
ERn Financial LLC
Middleton,
Wisconsin
|
$10.9M
|
+$310K
|
+11,954
|
+3%
|
|
|
41
|
Naples Global Advisors
Naples,
Florida
|
$10.3M
|
+$1.03M
|
+39,480
|
+11%
|
|
|
42
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$9.22M
|
+$161K
|
+6,206
|
+2%
|
|
|
43
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.78M
|
+$544K
|
+20,968
|
+6%
|
|
|
44
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$8.57M
|
-$473K
|
-18,211
|
-5%
|
|
|
45
|
Waterford Advisors
Orchard Park,
New York
|
$8.49M
|
+$8.89M
|
+342,507
|
New
|
|
|
46
|
Cutler Investment Counsel
Jacksonville,
Oregon
|
$8.32M
|
+$186K
|
+7,160
|
+2%
|
|
|
47
|
Corient Private Wealth
Miami,
Florida
|
$7.67M
|
-$684K
|
-26,361
|
-8%
|
|
|
48
|
Leading Edge Financial Planning
Knoxville,
Tennessee
|
$7.45M
|
-$188K
|
-7,235
|
-2%
|
|
|
49
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$7.12M
|
+$1.18M
|
+45,310
|
+19%
|
|
|
50
|
CIBC World Market
Toronto,
Ontario, Canada
|
$7.07M
|
+$7.3M
|
+281,290
|
New
|
|
