|
26
|
WestHill Financial Advisors
San Rafael,
California
|
$52.6M
|
-$91.9K
|
-1,404
|
-0.2%
|
|
|
27
|
Crestone Asset Management
Boulder,
Colorado
|
$51.1M
|
-$3.67M
|
-56,026
|
-7%
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$50.9M
|
+$18M
|
+275,669
|
+62%
|
|
|
29
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$49.1M
|
+$9.11M
|
+139,219
|
+25%
|
|
|
30
|
LPWM LLC
Minneapolis,
Minnesota
|
$44.3M
|
-$2.52M
|
-38,468
|
-6%
|
|
|
31
|
Nadler Financial Group
Deerfield,
Illinois
|
$43M
|
+$2.69M
|
+41,132
|
+7%
|
|
|
32
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$42.3M
|
-$235K
|
-3,591
|
-0.6%
|
|
|
33
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$39.9M
|
-$316K
|
-4,821
|
-0.8%
|
|
|
34
|
LVW Advisors
Pittsford,
New York
|
$38.7M
|
-$2.06M
|
-31,532
|
-5%
|
|
|
35
|
Raymond James & Associates
St Petersburg,
Florida
|
$37.2M
|
-$881K
|
-13,458
|
-2%
|
|
|
36
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.6M
|
+$6.44M
|
+98,466
|
+23%
|
|
|
37
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$35.9M
|
-$2.05M
|
-31,252
|
-6%
|
|
|
38
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$35.4M
|
-$3.54M
|
-54,020
|
-10%
|
|
|
39
|
Bank of New York Mellon
New York
|
$34.1M
|
-$3.12M
|
-47,675
|
-9%
|
|
|
40
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$33.7M
|
-$618K
|
-9,439
|
-2%
|
|
|
41
|
Modera Wealth Management
Westwood,
New Jersey
|
$33.2M
|
–
|
–
|
–
|
|
|
42
|
M&T Bank
Buffalo,
New York
|
$33.1M
|
-$3.31M
|
-50,630
|
-10%
|
|
|
43
|
Prudential Financial
Newark,
New Jersey
|
$31.2M
|
+$3.41M
|
+52,106
|
+13%
|
|
|
44
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$27.8M
|
+$267K
|
+4,078
|
+1%
|
|
|
45
|
MML Investors Services
Springfield,
Massachusetts
|
$27.7M
|
+$1.67M
|
+25,483
|
+7%
|
|
|
46
|
Creative Financial Designs
Kokomo,
Indiana
|
$26.9M
|
+$8.16M
|
+124,685
|
+49%
|
|
|
47
|
AllianceBernstein
Nashville,
Tennessee
|
$26.1M
|
-$677K
|
-10,347
|
-3%
|
|
|
48
|
Corient Private Wealth
Miami,
Florida
|
$25.3M
|
+$1.17M
|
+17,812
|
+5%
|
|
|
49
|
Windward Private Wealth Management
Overland Park,
Kansas
|
$24.9M
|
-$135K
|
-2,068
|
-0.6%
|
|
|
50
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$24.5M
|
+$9.64M
|
+147,276
|
+74%
|
|
