|
26
|
Pathstone Holdings
Englewood,
New Jersey
|
$73M
|
+$2.38M
|
+25,548
|
+3%
|
|
|
27
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$70.7M
|
+$995K
|
+10,658
|
+1%
|
|
|
28
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$69.7M
|
-$4.16M
|
-44,608
|
-6%
|
|
|
29
|
WestHill Financial Advisors
San Rafael,
California
|
$64.8M
|
+$585K
|
+6,274
|
+0.9%
|
|
|
30
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$64.4M
|
+$2.28M
|
+24,389
|
+4%
|
|
|
31
|
LPWM LLC
Minneapolis,
Minnesota
|
$64.1M
|
+$749K
|
+8,029
|
+1%
|
|
|
32
|
Beacon Pointe Advisors
Newport Beach,
California
|
$63.8M
|
+$13.7M
|
+146,966
|
+29%
|
|
|
33
|
Aaron Wealth Advisors
Chicago,
Illinois
|
$59.7M
|
+$364K
|
+3,896
|
+0.6%
|
|
|
34
|
Nadler Financial Group
Deerfield,
Illinois
|
$57M
|
-$52.6K
|
-564
|
-0.1%
|
|
|
35
|
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
$56.1M
|
+$6.26M
|
+67,086
|
+13%
|
|
|
36
|
AssetMark Inc
Concord,
California
|
$52.3M
|
-$1.03M
|
-11,042
|
-2%
|
|
|
37
|
Osaic Holdings
Scottsdale,
Arizona
|
$50.4M
|
+$1.98M
|
+21,224
|
+4%
|
|
|
38
|
Valley Wealth Managers
Paramus,
New Jersey
|
$49.9M
|
-$1.14M
|
-12,233
|
-2%
|
|
|
39
|
Waldron Private Wealth
Bridgeville,
Pennsylvania
|
$49.3M
|
-$1.19M
|
-12,768
|
-2%
|
|
|
40
|
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
|
$49M
|
+$1.08M
|
+11,575
|
+2%
|
|
|
41
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$47.9M
|
+$77.3K
|
+828
|
+0.2%
|
|
|
42
|
Two Sigma Investments
New York
|
$47.7M
|
+$31.3M
|
+335,000
|
+210%
|
|
|
43
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$46.9M
|
+$11.1M
|
+119,054
|
+32%
|
|
|
44
|
Modera Wealth Management
Westwood,
New Jersey
|
$46.6M
|
+$194K
|
+2,079
|
+0.4%
|
|
|
45
|
Congress Wealth Management
Boston,
Massachusetts
|
$46.5M
|
-$10.8M
|
-115,366
|
-19%
|
|
|
46
|
Baltimore-Washington Financial Advisors
Columbia,
Maryland
|
$45.8M
|
+$1.26M
|
+13,531
|
+3%
|
|
|
47
|
LVW Advisors
Pittsford,
New York
|
$45M
|
-$797K
|
-8,543
|
-2%
|
|
|
48
|
Edge Capital Group
Atlanta,
Georgia
|
$44.1M
|
+$1.17M
|
+12,534
|
+3%
|
|
|
49
|
Carolinas Wealth Consulting
Charlotte,
North Carolina
|
$42.5M
|
-$515K
|
-5,515
|
-1%
|
|
|
50
|
Clearstead Advisors
Cleveland,
Ohio
|
$42.3M
|
+$11.6M
|
+123,892
|
+39%
|
|
