|
51
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$34.9M
|
+$2.49M
|
+38,644
|
+8%
|
|
|
52
|
National Bank of Canada
Montreal,
Quebec, Canada
|
$34.7M
|
-$3.62M
|
-56,200
|
-10%
|
|
|
53
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$33.6M
|
+$6.11M
|
+94,971
|
+24%
|
|
|
54
|
Corient Private Wealth
Miami,
Florida
|
$33.3M
|
+$822K
|
+12,780
|
+3%
|
|
|
55
|
MML Investors Services
Springfield,
Massachusetts
|
$33.2M
|
+$1.88M
|
+29,149
|
+6%
|
|
|
56
|
Stifel Financial
St. Louis,
Missouri
|
$32.4M
|
+$25.4M
|
+395,073
|
+465%
|
|
|
57
|
Waverly Advisors
Birmingham,
Alabama
|
$32.3M
|
+$743K
|
+11,543
|
+2%
|
|
|
58
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$31.6M
|
-$184K
|
-2,860
|
-0.6%
|
|
|
59
|
AssetMark Inc
Concord,
California
|
$30.9M
|
+$924K
|
+14,358
|
+3%
|
|
|
60
|
D.J. St. Germain
Springfield,
Massachusetts
|
$29.9M
|
+$1.31M
|
+20,288
|
+5%
|
|
|
61
|
Global Retirement Partners
San Rafael,
California
|
$29.4M
|
+$28M
|
+435,087
|
New
|
|
|
62
|
Financial Strategies Group
Okemos,
Michigan
|
$29.4M
|
+$805K
|
+12,511
|
+3%
|
|
|
63
|
CIBC Bancorp USA
Chicago,
Illinois
|
$28.9M
|
+$9.16M
|
+142,300
|
+49%
|
|
|
64
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$28.5M
|
+$2.55M
|
+39,687
|
+10%
|
|
|
65
|
Integrity Advisory Solutions
Dallas,
Texas
|
$27.6M
|
+$242K
|
+3,766
|
+0.9%
|
|
|
66
|
AQR Capital Management
Greenwich,
Connecticut
|
$26.9M
|
+$2.28M
|
+35,465
|
+10%
|
|
|
67
|
First National Trust
Hermitage,
Pennsylvania
|
$26.9M
|
-$570K
|
-8,857
|
-2%
|
|
|
68
|
|
$26.4M
|
+$168K
|
+2,604
|
+0.7%
|
|
|
69
|
OneAscent Financial Services
Birmingham,
Alabama
|
$26M
|
-$51.7K
|
-803
|
-0.2%
|
|
|
70
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$25.6M
|
+$889K
|
+13,823
|
+4%
|
|
|
71
|
Rockefeller Capital Management
New York
|
$25.6M
|
-$375K
|
-5,823
|
-2%
|
|
|
72
|
Evermay Wealth Management
Arlington,
Virginia
|
$25M
|
+$2.5M
|
+38,911
|
+12%
|
|
|
73
|
Penserra Capital Management
Orinda,
California
|
$24.1M
|
-$3.17M
|
-49,271
|
-12%
|
|
|
74
|
Reston Wealth Management
Reston,
Virginia
|
$23.3M
|
+$163K
|
+2,526
|
+0.7%
|
|
|
75
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$23.2M
|
+$1.09M
|
+16,998
|
+5%
|
|
