|
26
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$73.2M
|
-$3.12M
|
-35,455
|
-4%
|
|
|
27
|
Comerica Bank
Dallas,
Texas
|
$71.8M
|
-$860K
|
-9,781
|
-1%
|
|
|
28
|
Raymond James & Associates
St Petersburg,
Florida
|
$70.8M
|
+$1.8M
|
+20,533
|
+3%
|
|
|
29
|
Pathstone Holdings
Englewood,
New Jersey
|
$68.5M
|
+$59.2M
|
+673,167
|
+1,173%
|
|
|
30
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$67.7M
|
-$930K
|
-10,583
|
-1%
|
|
|
31
|
LPWM LLC
Minneapolis,
Minnesota
|
$64.6M
|
+$363K
|
+4,134
|
+0.6%
|
|
|
32
|
WestHill Financial Advisors
San Rafael,
California
|
$62.4M
|
-$1.16M
|
-13,230
|
-2%
|
|
|
33
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$60.3M
|
+$4.8M
|
+54,579
|
+9%
|
|
|
34
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$57.7M
|
-$50.5K
|
-574
|
-0.1%
|
|
|
35
|
Congress Wealth Management
Boston,
Massachusetts
|
$56M
|
+$162K
|
+1,843
|
+0.3%
|
|
|
36
|
Nadler Financial Group
Deerfield,
Illinois
|
$55.5M
|
+$804K
|
+9,142
|
+2%
|
|
|
37
|
AssetMark Inc
Concord,
California
|
$51.9M
|
-$15.5M
|
-176,000
|
-24%
|
|
|
38
|
Valley Wealth Managers
Paramus,
New Jersey
|
$49.6M
|
+$2.14M
|
+24,385
|
+5%
|
|
|
39
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$49.2M
|
-$730K
|
-8,308
|
-2%
|
|
|
40
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$48.2M
|
-$10.1M
|
-115,157
|
-18%
|
|
|
41
|
Beacon Pointe Advisors
Newport Beach,
California
|
$48.2M
|
+$5.6M
|
+63,722
|
+14%
|
|
|
42
|
Osaic Holdings
Scottsdale,
Arizona
|
$46.9M
|
+$2.89M
|
+32,932
|
+7%
|
|
|
43
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$46.5M
|
+$3.4M
|
+38,705
|
+8%
|
|
|
44
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$46.5M
|
+$1.24M
|
+14,056
|
+3%
|
|
|
45
|
Modera Wealth Management
Westwood,
New Jersey
|
$45.1M
|
+$1.04M
|
+11,842
|
+3%
|
|
|
46
|
LVW Advisors
Pittsford,
New York
|
$44.6M
|
+$1.13M
|
+12,903
|
+3%
|
|
|
47
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$43.2M
|
+$1.8M
|
+20,434
|
+5%
|
|
|
48
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$41.9M
|
-$1.74M
|
-19,824
|
-4%
|
|
|
49
|
Edge Capital Group
Atlanta,
Georgia
|
$41.7M
|
+$19.3M
|
+219,736
|
+98%
|
|
|
50
|
Snowden Capital Advisors
New York
|
$41.5M
|
-$852K
|
-9,693
|
-2%
|
|
