|
26
|
LVW Advisors
Pittsford,
New York
|
$33.9M
|
-$3.75M
|
-60,672
|
-9%
|
|
|
27
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$33M
|
+$6.59M
|
+106,721
|
+22%
|
|
|
28
|
Bank of New York Mellon
New York
|
$31.4M
|
+$2.22M
|
+36,005
|
+7%
|
|
|
29
|
Truist Financial
Charlotte,
North Carolina
|
$29.8M
|
-$19.9M
|
-322,877
|
-38%
|
|
|
30
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$29.3M
|
+$1.07M
|
+17,355
|
+3%
|
|
|
31
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$28.9M
|
+$6.7M
|
+108,508
|
+27%
|
|
|
32
|
Nadler Financial Group
Deerfield,
Illinois
|
$26.8M
|
+$1.4M
|
+22,718
|
+5%
|
|
|
33
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$26.4M
|
-$11.4M
|
-184,930
|
-28%
|
|
|
34
|
Crestone Asset Management
Boulder,
Colorado
|
$25.9M
|
+$6.6M
|
+106,905
|
+30%
|
|
|
35
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$25.5M
|
+$930K
|
+15,053
|
+3%
|
|
|
36
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$24.8M
|
-$2.26M
|
-36,576
|
-8%
|
|
|
37
|
|
$24.4M
|
+$415K
|
+6,716
|
+2%
|
|
|
38
|
AllianceBernstein
Nashville,
Tennessee
|
$23.7M
|
+$60.2K
|
+974
|
+0.2%
|
|
|
39
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.5M
|
+$4.43M
|
+71,656
|
+21%
|
|
|
40
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.4M
|
+$3.09M
|
+49,966
|
+14%
|
|
|
41
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.4M
|
+$18.6M
|
+300,554
|
+380%
|
|
|
42
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$20.7M
|
+$11.4M
|
+184,003
|
+100%
|
|
|
43
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$18.7M
|
-$2.9M
|
-46,917
|
-12%
|
|
|
44
|
|
$18.1M
|
+$19.9M
|
+321,632
|
New
|
|
|
45
|
Colony Group
Boston,
Massachusetts
|
$16.1M
|
-$998K
|
-16,164
|
-5%
|
|
|
46
|
Creative Financial Designs
Kokomo,
Indiana
|
$14.1M
|
+$1.27M
|
+20,624
|
+9%
|
|
|
47
|
Raymond James & Associates
St Petersburg,
Florida
|
$14M
|
+$2.38M
|
+38,459
|
+18%
|
|
|
48
|
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
|
$13.7M
|
+$229K
|
+3,700
|
+2%
|
|
|
49
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$12.9M
|
-$1.85M
|
-30,000
|
-12%
|
|
|
50
|
Prudential Financial
Newark,
New Jersey
|
$12.5M
|
+$13M
|
+210,260
|
+2,089%
|
|
