|
26
|
AssetMark Inc
Concord,
California
|
$47.2M
|
-$2.05M
|
-34,618
|
-4%
|
|
|
27
|
WestHill Financial Advisors
San Rafael,
California
|
$46.8M
|
+$1.64M
|
+27,612
|
+4%
|
|
|
28
|
LPWM LLC
Minneapolis,
Minnesota
|
$41.8M
|
+$822K
|
+13,866
|
+2%
|
|
|
29
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$37.9M
|
+$12.9M
|
+217,738
|
+57%
|
|
|
30
|
LVW Advisors
Pittsford,
New York
|
$36.4M
|
+$595K
|
+10,041
|
+2%
|
|
|
31
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$35.8M
|
+$5.36M
|
+90,381
|
+19%
|
|
|
32
|
Nadler Financial Group
Deerfield,
Illinois
|
$35.7M
|
+$1.18M
|
+19,974
|
+4%
|
|
|
33
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$34.9M
|
+$66.8K
|
+1,127
|
+0.2%
|
|
|
34
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$34.9M
|
-$211K
|
-3,566
|
-0.6%
|
|
|
35
|
Raymond James & Associates
St Petersburg,
Florida
|
$33.9M
|
-$3.17M
|
-53,404
|
-9%
|
|
|
36
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$33.9M
|
+$295K
|
+4,983
|
+0.9%
|
|
|
37
|
Bank of New York Mellon
New York
|
$33.3M
|
+$65.4K
|
+1,104
|
+0.2%
|
|
|
38
|
M&T Bank
Buffalo,
New York
|
$32.6M
|
+$97.4K
|
+1,643
|
+0.3%
|
|
|
39
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$30.5M
|
-$865K
|
-14,601
|
-3%
|
|
|
40
|
Modera Wealth Management
Westwood,
New Jersey
|
$29.5M
|
+$27.3M
|
+460,997
|
+5,501%
|
|
|
41
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$27.8M
|
+$13.2M
|
+222,800
|
+102%
|
|
|
42
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.4M
|
+$2.31M
|
+38,910
|
+10%
|
|
|
43
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$24.5M
|
+$2.13M
|
+35,945
|
+10%
|
|
|
44
|
Prudential Financial
Newark,
New Jersey
|
$24.5M
|
+$11M
|
+185,414
|
+91%
|
|
|
45
|
AllianceBernstein
Nashville,
Tennessee
|
$23.8M
|
-$933K
|
-15,746
|
-4%
|
|
|
46
|
MML Investors Services
Springfield,
Massachusetts
|
$23M
|
+$8.21M
|
+138,547
|
+61%
|
|
|
47
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$22.3M
|
+$631K
|
+10,651
|
+3%
|
|
|
48
|
Corient Private Wealth
Miami,
Florida
|
$21.3M
|
+$4.88M
|
+82,288
|
+32%
|
|
|
49
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$21.3M
|
-$3.85M
|
-65,009
|
-16%
|
|
|
50
|
Colony Group
Boston,
Massachusetts
|
$19.8M
|
+$1.2M
|
+20,297
|
+7%
|
|
