|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$51.7M
|
-$213K
|
-3,000
|
-0.4%
|
|
|
27
|
AssetMark Inc
Concord,
California
|
$48.4M
|
-$5.55M
|
-78,143
|
-10%
|
|
|
28
|
WestHill Financial Advisors
San Rafael,
California
|
$47.8M
|
-$3.13M
|
-43,995
|
-6%
|
|
|
29
|
Crestone Asset Management
Boulder,
Colorado
|
$47.2M
|
-$2.27M
|
-31,951
|
-4%
|
|
|
30
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$44M
|
-$3.64M
|
-51,237
|
-7%
|
|
|
31
|
LPWM LLC
Minneapolis,
Minnesota
|
$43.8M
|
+$619K
|
+8,711
|
+1%
|
|
|
32
|
Nadler Financial Group
Deerfield,
Illinois
|
$41.6M
|
-$50.5K
|
-711
|
-0.1%
|
|
|
33
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$40.8M
|
+$2.28M
|
+32,067
|
+6%
|
|
|
34
|
Congress Wealth Management
Boston,
Massachusetts
|
$40.6M
|
+$42.1M
|
+592,807
|
New
|
|
|
35
|
Prudential Financial
Newark,
New Jersey
|
$39.5M
|
+$9.66M
|
+135,987
|
+31%
|
|
|
36
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$39.3M
|
-$1.69M
|
-23,736
|
-4%
|
|
|
37
|
Raymond James & Associates
St Petersburg,
Florida
|
$39M
|
+$3.15M
|
+44,291
|
+8%
|
|
|
38
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$37.3M
|
+$1.99M
|
+27,946
|
+5%
|
|
|
39
|
Valley Wealth Managers
Paramus,
New Jersey
|
$34.9M
|
+$33.2M
|
+467,209
|
+1,108%
|
|
|
40
|
LVW Advisors
Pittsford,
New York
|
$34.5M
|
-$3.02M
|
-42,525
|
-8%
|
|
|
41
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$34.3M
|
+$11.1M
|
+155,683
|
+45%
|
|
|
42
|
One Capital Management
Westlake Village,
California
|
$33.5M
|
+$28.4M
|
+400,351
|
+451%
|
|
|
43
|
Bank of New York Mellon
New York
|
$33.2M
|
+$182K
|
+2,558
|
+0.5%
|
|
|
44
|
Modera Wealth Management
Westwood,
New Jersey
|
$32.1M
|
-$43.5K
|
-613
|
-0.1%
|
|
|
45
|
Beacon Pointe Advisors
Newport Beach,
California
|
$31.3M
|
+$13.2M
|
+186,140
|
+69%
|
|
|
46
|
Citizens & Northern Corp
Wellsboro,
Pennsylvania
|
$31.1M
|
-$3.3M
|
-46,423
|
-9%
|
|
|
47
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$30.9M
|
-$1.25M
|
-17,560
|
-4%
|
|
|
48
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$30.6M
|
-$4.32M
|
-60,840
|
-12%
|
|
|
49
|
M&T Bank
Buffalo,
New York
|
$30.1M
|
-$2.02M
|
-28,453
|
-6%
|
|
|
50
|
|
$28.2M
|
+$6.1M
|
+85,852
|
+26%
|
|
