|
51
|
Pathstone Family Office
Englewood,
New Jersey
|
$73.8M
|
+$1.87M
|
+31,956
|
+3%
|
|
|
52
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$72.3M
|
-$19.8M
|
-337,784
|
-22%
|
|
|
53
|
Joel Isaacson & Co
New York
|
$70.7M
|
+$1.52M
|
+25,988
|
+2%
|
|
|
54
|
MML Investors Services
Springfield,
Massachusetts
|
$70M
|
-$3.1M
|
-52,872
|
-4%
|
|
|
55
|
AssetMark Inc
Concord,
California
|
$66.2M
|
+$9.04M
|
+154,060
|
+16%
|
|
|
56
|
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
$64.3M
|
+$11.1M
|
+188,456
|
+19%
|
|
|
57
|
Veritable
Wilmington,
Delaware
|
$63.6M
|
+$5.81M
|
+98,980
|
+10%
|
|
|
58
|
Coldstream Capital Management
Bellevue,
Washington
|
$62.2M
|
-$2.41M
|
-41,084
|
-4%
|
|
|
59
|
Trustmark National Bank Trust Department
Jackson,
Mississippi
|
$61.7M
|
-$10.5M
|
-178,980
|
-15%
|
|
|
60
|
Smithfield Trust
Pittsburgh,
Pennsylvania
|
$59.9M
|
+$556K
|
+9,480
|
+0.9%
|
|
|
61
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$53M
|
+$1.64M
|
+28,000
|
+3%
|
|
|
62
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$48.9M
|
+$3.64M
|
+62,080
|
+8%
|
|
|
63
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$48.3M
|
+$1.41M
|
+24,004
|
+3%
|
|
|
64
|
Nadler Financial Group
Deerfield,
Illinois
|
$48.2M
|
-$767K
|
-13,080
|
-2%
|
|
|
65
|
Clearstead Advisors
Cleveland,
Ohio
|
$47.8M
|
+$1.98M
|
+33,688
|
+4%
|
|
|
66
|
Arrow Financial
Glens Falls,
New York
|
$47.4M
|
-$20.4M
|
-348,116
|
-30%
|
|
|
67
|
CX Institutional
Auburn,
Indiana
|
$45.6M
|
+$1.2M
|
+20,516
|
+3%
|
|
|
68
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$44.6M
|
+$2.17M
|
+36,944
|
+5%
|
|
|
69
|
Kestra Advisory Services
Austin,
Texas
|
$42.1M
|
+$7.66M
|
+130,564
|
+23%
|
|
|
70
|
TrustCore Financial Services
Brentwood,
Tennessee
|
$41.9M
|
+$13.7M
|
+233,516
|
+50%
|
|
|
71
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$40.7M
|
+$2.93M
|
+49,940
|
+8%
|
|
|
72
|
Venture Visionary Partners
Sylvania,
Ohio
|
$40.1M
|
+$1.27M
|
+21,580
|
+3%
|
|
|
73
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$39.6M
|
+$889K
|
+15,148
|
+2%
|
|
|
74
|
Altium Wealth Management
Purchase,
New York
|
$38.9M
|
+$2.54M
|
+43,336
|
+7%
|
|
|
75
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$37.9M
|
+$2.35K
|
+40
|
+0%
|
|
