|
26
|
Gemmer Asset Management
Walnut Creek,
California
|
$31.2M
|
+$679K
|
+34,096
|
+2%
|
|
|
27
|
Klingenstein Fields & Co
New York
|
$29.8M
|
-$330K
|
-16,560
|
-1%
|
|
|
28
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$29.1M
|
-$1.29M
|
-65,016
|
-5%
|
|
|
29
|
|
$28.9M
|
+$2.31M
|
+116,228
|
+10%
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.6M
|
+$231K
|
+11,616
|
+1%
|
|
|
31
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$25.4M
|
-$496K
|
-24,908
|
-2%
|
|
|
32
|
Financial Advisors
Andover,
Massachusetts
|
$23.4M
|
+$791K
|
+39,724
|
+4%
|
|
|
33
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$22.7M
|
-$566K
|
-28,424
|
-3%
|
|
|
34
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$22.3M
|
-$283K
|
-14,228
|
-1%
|
|
|
35
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.1M
|
+$13.4M
|
+671,372
|
+244%
|
|
|
36
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$19.3M
|
-$662K
|
-33,228
|
-4%
|
|
|
37
|
Moneywise Inc
Forest,
Virginia
|
$19M
|
-$250K
|
-12,572
|
-1%
|
|
|
38
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$18.5M
|
+$221K
|
+11,124
|
+1%
|
|
|
39
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.7M
|
-$736K
|
-36,948
|
-4%
|
|
|
40
|
Wells Fargo
San Francisco,
California
|
$16.5M
|
+$545K
|
+27,392
|
+4%
|
|
|
41
|
Charles Schwab Trust
Henderson,
Nevada
|
$16.4M
|
+$862K
|
+43,304
|
+6%
|
|
|
42
|
Sequoia Financial Advisors
Akron,
Ohio
|
$16.2M
|
-$305K
|
-15,316
|
-2%
|
|
|
43
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$15.8M
|
+$414K
|
+20,816
|
+3%
|
|
|
44
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$15.7M
|
-$191K
|
-9,616
|
-1%
|
|
|
45
|
Kestra Advisory Services
Austin,
Texas
|
$15.2M
|
+$13.6M
|
+682,248
|
+168,873%
|
|
|
46
|
|
$14.7M
|
-$1.04M
|
-52,172
|
-7%
|
|
|
47
|
Reby Advisors
Danbury,
Connecticut
|
$14.6M
|
+$13.1M
|
+658,352
|
New
|
|
|
48
|
Strategic Financial Planning
Plano,
Texas
|
$14.5M
|
-$599K
|
-30,108
|
-4%
|
|
|
49
|
Savant Capital
Rockford,
Illinois
|
$14.4M
|
+$85.1K
|
+4,272
|
+0.7%
|
|
|
50
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$14.4M
|
+$353K
|
+17,720
|
+3%
|
|
