|
26
|
Klingenstein Fields & Co
New York
|
$34.1M
|
+$673K
|
+28,504
|
+2%
|
|
|
27
|
Tidal Investments
Milwaukee,
Wisconsin
|
$34.1M
|
+$34M
|
+1,438,484
|
New
|
|
|
28
|
|
$33.5M
|
+$1.69M
|
+71,796
|
+5%
|
|
|
29
|
American Trust
Lexington,
Kentucky
|
$27.4M
|
-$6.59M
|
-279,152
|
-19%
|
|
|
30
|
HoyleCohen
San Diego,
California
|
$27.1M
|
+$38.4K
|
+1,628
|
+0.1%
|
|
|
31
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$27M
|
+$5.52M
|
+234,032
|
+26%
|
|
|
32
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$26.2M
|
+$183K
|
+7,758
|
+0.7%
|
|
|
33
|
Ameriprise
Minneapolis,
Minnesota
|
$26.2M
|
-$7.81M
|
-330,824
|
-23%
|
|
|
34
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$26.1M
|
-$45.7K
|
-1,936
|
-0.2%
|
|
|
35
|
Beacon Pointe Advisors
Newport Beach,
California
|
$25.4M
|
+$18.5M
|
+785,302
|
+274%
|
|
|
36
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$24.1M
|
+$2.69M
|
+113,826
|
+13%
|
|
|
37
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$24M
|
-$178K
|
-7,560
|
-0.7%
|
|
|
38
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$23.9M
|
+$435K
|
+18,432
|
+2%
|
|
|
39
|
55I LLC
Boston,
Massachusetts
|
$22.9M
|
-$3.11M
|
-131,650
|
-12%
|
|
|
40
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$22.6M
|
-$787K
|
-33,344
|
-3%
|
|
|
41
|
Meridian Management
Little Rock,
Arkansas
|
$21.6M
|
+$360K
|
+15,254
|
+2%
|
|
|
42
|
Adams Wealth Management
Logan,
Utah
|
$21.2M
|
+$1.92M
|
+81,260
|
+10%
|
|
|
43
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$20.5M
|
+$992K
|
+42,008
|
+5%
|
|
|
44
|
Wells Fargo
San Francisco,
California
|
$20.4M
|
-$1.57M
|
-66,444
|
-7%
|
|
|
45
|
Moneywise Inc
Forest,
Virginia
|
$20.3M
|
+$1.28M
|
+54,272
|
+7%
|
|
|
46
|
Summit Financial Strategies
Columbus,
Ohio
|
$18.8M
|
+$764K
|
+32,374
|
+4%
|
|
|
47
|
New York Life Investment Management
New York
|
$18.7M
|
-$4.12M
|
-174,396
|
-18%
|
|
|
48
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$17.8M
|
+$1.71M
|
+72,520
|
+11%
|
|
|
49
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$17.6M
|
+$1.34M
|
+56,702
|
+8%
|
|
|
50
|
Janiczek Wealth Management
Denver,
Colorado
|
$17.1M
|
+$404K
|
+17,122
|
+2%
|
|
