|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$78.9M
|
+$23.1M
|
+223,268
|
+42%
|
|
|
27
|
Merriman Wealth Management
Seattle,
Washington
|
$67.9M
|
+$57.3M
|
+553,151
|
+566%
|
|
|
28
|
Grimes & Company
Westborough,
Massachusetts
|
$65.6M
|
+$65.1M
|
+629,345
|
New
|
|
|
29
|
Sand Hill Global Advisors
Palo Alto,
California
|
$62.3M
|
+$21.2M
|
+204,687
|
+52%
|
|
|
30
|
Avantax Planning Partners
Dubuque,
Iowa
|
$61.5M
|
-$297K
|
-2,869
|
-0.5%
|
|
|
31
|
|
$59.1M
|
+$1.17M
|
+11,341
|
+2%
|
|
|
32
|
Osaic Holdings
Scottsdale,
Arizona
|
$58.8M
|
+$9.11M
|
+88,056
|
+19%
|
|
|
33
|
Heritage Investment Group
Pompano Beach,
Florida
|
$56M
|
+$51.1M
|
+493,614
|
+1,146%
|
|
|
34
|
One Capital Management
Westlake Village,
California
|
$49.2M
|
+$357K
|
+3,446
|
+0.7%
|
|
|
35
|
Allworth Financial
Folsom,
California
|
$44.8M
|
+$12.2M
|
+117,898
|
+38%
|
|
|
36
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$42.8M
|
+$16.4M
|
+158,463
|
+63%
|
|
|
37
|
Beacon Pointe Advisors
Newport Beach,
California
|
$39M
|
+$1.57M
|
+15,163
|
+4%
|
|
|
38
|
Angeles Wealth Management
Santa Monica,
California
|
$38M
|
+$1.74M
|
+16,810
|
+5%
|
|
|
39
|
Pathstone Family Office
Englewood,
New Jersey
|
$37.8M
|
+$35.1M
|
+339,193
|
+1,830%
|
|
|
40
|
Windham Capital Management
Boston,
Massachusetts
|
$34M
|
-$4.36M
|
-42,097
|
-11%
|
|
|
41
|
Bailard
Foster City,
California
|
$33.6M
|
+$1.43M
|
+13,824
|
+4%
|
|
|
42
|
Raymond James & Associates
St Petersburg,
Florida
|
$33.3M
|
-$6.39M
|
-61,732
|
-16%
|
|
|
43
|
CIBC Private Wealth Group
Atlanta,
Georgia
|
$31.4M
|
+$31.1M
|
+300,786
|
New
|
|
|
44
|
Column Capital Advisors
Indianapolis,
Indiana
|
$30.7M
|
+$15.3M
|
+147,400
|
+101%
|
|
|
45
|
Raub Brock Capital Management
Larkspur,
California
|
$29.8M
|
+$88.5K
|
+855
|
+0.3%
|
|
|
46
|
Partners Capital Investment Group
Boston,
Massachusetts
|
$29.5M
|
+$20.9M
|
+201,780
|
+250%
|
|
|
47
|
MML Investors Services
Springfield,
Massachusetts
|
$28.7M
|
+$5.07M
|
+49,021
|
+22%
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28M
|
+$2.89M
|
+27,929
|
+12%
|
|
|
49
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$27.4M
|
+$1.91M
|
+18,468
|
+8%
|
|
|
50
|
Willow Creek Wealth Management
Sebastopol,
California
|
$27.3M
|
+$27.1M
|
+261,991
|
New
|
|
