|
51
|
BOK Financial Private Wealth
Denver,
Colorado
|
$35.4M
|
+$18.4M
|
+480,336
|
+125%
|
|
|
52
|
Emery Howard Portfolio Management
Burlingame,
California
|
$34.6M
|
+$359K
|
+9,372
|
+1%
|
|
|
53
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$34.2M
|
-$455K
|
-11,868
|
-1%
|
|
|
54
|
Clearstead Advisors
Cleveland,
Ohio
|
$32.4M
|
+$711K
|
+18,564
|
+2%
|
|
|
55
|
AssetMark Inc
Concord,
California
|
$32.4M
|
-$226K
|
-5,896
|
-0.7%
|
|
|
56
|
Heartwood Wealth Advisors
Richmond,
Virginia
|
$31M
|
+$23.9M
|
+624,828
|
+96%
|
|
|
57
|
HighTower Advisors
Chicago,
Illinois
|
$30.6M
|
+$4.26M
|
+111,228
|
+17%
|
|
|
58
|
Nadler Financial Group
Deerfield,
Illinois
|
$28.9M
|
-$3.29M
|
-85,940
|
-11%
|
|
|
59
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$28.7M
|
+$1.23M
|
+32,156
|
+5%
|
|
|
60
|
CX Institutional
Auburn,
Indiana
|
$28.6M
|
+$1.38M
|
+36,036
|
+5%
|
|
|
61
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$28M
|
-$61.6K
|
-1,608
|
-0.2%
|
|
|
62
|
Alpha Capital Management
Austin,
Texas
|
$27.6M
|
+$25.8M
|
+672,568
|
New
|
|
|
63
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$27.6M
|
+$2.74M
|
+71,404
|
+12%
|
|
|
64
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$26.9M
|
+$422K
|
+11,008
|
+2%
|
|
|
65
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$26.4M
|
+$18.7K
|
+488
|
+0.1%
|
|
|
66
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$26.4M
|
+$290K
|
+7,572
|
+1%
|
|
|
67
|
First Horizon Advisors
Memphis,
Tennessee
|
$26.2M
|
+$24.5K
|
+640
|
+0.1%
|
|
|
68
|
D.J. St. Germain
Springfield,
Massachusetts
|
$25.7M
|
-$12.7K
|
-332
|
-0.1%
|
|
|
69
|
Equitable Holdings
New York
|
$25.6M
|
+$288K
|
+7,512
|
+1%
|
|
|
70
|
Altium Wealth Management
Purchase,
New York
|
$25.4M
|
+$2.44M
|
+63,680
|
+11%
|
|
|
71
|
Natixis Advisors
Boston,
Massachusetts
|
$25.4M
|
-$49.9M
|
-1,303,948
|
-68%
|
|
|
72
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$25.2M
|
+$615K
|
+16,068
|
+3%
|
|
|
73
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$24.9M
|
+$636K
|
+16,600
|
+3%
|
|
|
74
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$24.8M
|
+$257K
|
+6,716
|
+1%
|
|
|
75
|
Beacon Pointe Advisors
Newport Beach,
California
|
$22.9M
|
+$8.32M
|
+217,228
|
+64%
|
|
