|
101
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$41.2M
|
+$3.75M
|
+93,420
|
+11%
|
|
|
102
|
Bessemer Group
Woodbridge,
New Jersey
|
$40.4M
|
+$11.4M
|
+282,750
|
+33%
|
|
|
103
|
Creative Planning
Overland Park,
Kansas
|
$39.2M
|
+$423K
|
+10,518
|
+1%
|
|
|
104
|
CreativeOne Wealth
Overland Park,
Kansas
|
$38.8M
|
+$2.36M
|
+58,698
|
+6%
|
|
|
105
|
|
$38.7M
|
+$2.04M
|
+50,772
|
+5%
|
|
|
106
|
Destination Wealth Management
Walnut Creek,
California
|
$38.2M
|
+$1.13M
|
+28,080
|
+3%
|
|
|
107
|
Principle Wealth Partners
Madison,
Connecticut
|
$38.2M
|
-$1.36M
|
-33,942
|
-3%
|
|
|
108
|
Wealthspire Advisors (New York)
New York
|
$38.1M
|
+$22.9M
|
+569,664
|
+114%
|
|
|
109
|
|
$38M
|
–
|
–
|
–
|
|
|
110
|
RFG Advisory
Birmingham,
Alabama
|
$37.8M
|
+$32.7M
|
+812,982
|
+329%
|
|
|
111
|
Atria Investments
Charlotte,
North Carolina
|
$37.7M
|
-$2.97M
|
-73,848
|
-7%
|
|
|
112
|
Permanens Capital
New York
|
$37.6M
|
+$13.6M
|
+337,236
|
+47%
|
|
|
113
|
US Bancorp
Minneapolis,
Minnesota
|
$36.5M
|
-$1.78M
|
-44,172
|
-4%
|
|
|
114
|
Partners in Financial Planning
Salem,
Virginia
|
$35.3M
|
+$5.07M
|
+126,108
|
+16%
|
|
|
115
|
William Blair & Company
Chicago,
Illinois
|
$35.3M
|
-$2.08M
|
-51,636
|
-5%
|
|
|
116
|
HCR Wealth Advisors
Los Angeles,
California
|
$35.2M
|
-$315K
|
-7,842
|
-0.8%
|
|
|
117
|
Beacon Pointe Advisors
Newport Beach,
California
|
$35.2M
|
+$7.53M
|
+187,368
|
+23%
|
|
|
118
|
Pasadena Private Wealth
Pasadena,
California
|
$34.7M
|
+$965K
|
+24,012
|
+3%
|
|
|
119
|
Rockefeller Capital Management
New York
|
$34.4M
|
-$3.06M
|
-76,170
|
-7%
|
|
|
120
|
|
$34.2M
|
+$38.8K
|
+966
|
+0.1%
|
|
|
121
|
Blue Edge Capital
Richmond,
Virginia
|
$34.2M
|
+$368K
|
+9,150
|
+1%
|
|
|
122
|
McIlrath & Eck
Arlington,
Washington
|
$33.9M
|
+$712K
|
+17,718
|
+2%
|
|
|
123
|
Cambridge Associates
Boston,
Massachusetts
|
$33.5M
|
-$2.4M
|
-59,730
|
-6%
|
|
|
124
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$33.1M
|
+$704K
|
+17,526
|
+2%
|
|
|
125
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$33M
|
+$1.32M
|
+32,964
|
+4%
|
|
