|
51
|
Paracle Advisors
Mercer Island,
Washington
|
$50.8M
|
+$175K
|
+3,616
|
+0.4%
|
|
|
52
|
Veritable
Wilmington,
Delaware
|
$50.7M
|
-$1.2M
|
-24,748
|
-2%
|
|
|
53
|
Beacon Pointe Advisors
Newport Beach,
California
|
$49.4M
|
+$14M
|
+289,916
|
+43%
|
|
|
54
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$47.3M
|
+$883K
|
+18,232
|
+2%
|
|
|
55
|
Emery Howard Portfolio Management
Burlingame,
California
|
$45M
|
+$692K
|
+14,292
|
+2%
|
|
|
56
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$43.6M
|
-$188K
|
-3,892
|
-0.5%
|
|
|
57
|
MassMutual Private Wealth & Trust
Windsor,
Connecticut
|
$42.8M
|
+$5.47M
|
+113,016
|
+16%
|
|
|
58
|
Clearstead Advisors
Cleveland,
Ohio
|
$42.3M
|
+$2.31M
|
+47,720
|
+6%
|
|
|
59
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$41.2M
|
+$1.9M
|
+39,208
|
+5%
|
|
|
60
|
AssetMark Inc
Concord,
California
|
$40.9M
|
-$105K
|
-2,164
|
-0.3%
|
|
|
61
|
CX Institutional
Auburn,
Indiana
|
$40.2M
|
+$3.19M
|
+65,868
|
+9%
|
|
|
62
|
Kestra Advisory Services
Austin,
Texas
|
$39.4M
|
+$15.2M
|
+314,056
|
+70%
|
|
|
63
|
Nadler Financial Group
Deerfield,
Illinois
|
$39M
|
+$1.95M
|
+40,276
|
+6%
|
|
|
64
|
BOK Financial Private Wealth
Denver,
Colorado
|
$38.5M
|
-$4.92M
|
-101,708
|
-12%
|
|
|
65
|
Riverpoint Wealth Management Holdings
Chicago,
Illinois
|
$36.7M
|
-$3.29K
|
-68
|
-0%
|
|
|
66
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$35M
|
+$2.44M
|
+50,392
|
+8%
|
|
|
67
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$34.4M
|
-$559K
|
-11,536
|
-2%
|
|
|
68
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$34.1M
|
+$461K
|
+9,520
|
+1%
|
|
|
69
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$33.8M
|
+$10.5K
|
+216
|
+0%
|
|
|
70
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$33.4M
|
+$1.56M
|
+32,148
|
+5%
|
|
|
71
|
D.J. St. Germain
Springfield,
Massachusetts
|
$33M
|
+$549K
|
+11,332
|
+2%
|
|
|
72
|
First Horizon Advisors
Memphis,
Tennessee
|
$32.2M
|
+$87.9K
|
+1,816
|
+0.3%
|
|
|
73
|
Altium Wealth Management
Purchase,
New York
|
$31.7M
|
-$73.6K
|
-1,520
|
-0.2%
|
|
|
74
|
Equitable Holdings
New York
|
$31.4M
|
-$522K
|
-10,772
|
-2%
|
|
|
75
|
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
$31M
|
+$29.1M
|
+600,000
|
New
|
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