|
26
|
|
$29M
|
+$1.54M
|
+71,976
|
+5%
|
|
|
27
|
Klingenstein Fields & Co
New York
|
$28M
|
-$86.1K
|
-4,026
|
-0.3%
|
|
|
28
|
HoyleCohen
San Diego,
California
|
$23.2M
|
+$989K
|
+46,250
|
+4%
|
|
|
29
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$23.2M
|
+$1.1M
|
+51,640
|
+5%
|
|
|
30
|
American Trust
Lexington,
Kentucky
|
$22.2M
|
-$426K
|
-19,924
|
-2%
|
|
|
31
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$22.1M
|
+$641K
|
+29,996
|
+3%
|
|
|
32
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$22.1M
|
+$645K
|
+30,164
|
+3%
|
|
|
33
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$21.9M
|
+$2.22M
|
+103,864
|
+10%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$20.9M
|
-$791K
|
-37,008
|
-3%
|
|
|
35
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.5M
|
-$405K
|
-18,940
|
-2%
|
|
|
36
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$20.3M
|
+$742K
|
+34,718
|
+3%
|
|
|
37
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$20M
|
–
|
–
|
–
|
|
|
38
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$17.9M
|
+$1.1M
|
+51,390
|
+6%
|
|
|
39
|
Meridian Management
Little Rock,
Arkansas
|
$17.9M
|
+$111K
|
+5,208
|
+0.6%
|
|
|
40
|
New York Life Investment Management
New York
|
$17.6M
|
+$2.4M
|
+112,270
|
+14%
|
|
|
41
|
Moneywise Inc
Forest,
Virginia
|
$16.4M
|
-$424K
|
-19,836
|
-2%
|
|
|
42
|
Summit Financial Strategies
Columbus,
Ohio
|
$15.2M
|
-$303K
|
-14,180
|
-2%
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$15.2M
|
-$1.75M
|
-81,938
|
-10%
|
|
|
44
|
Janiczek Wealth Management
Denver,
Colorado
|
$14.8M
|
-$785K
|
-36,726
|
-5%
|
|
|
45
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$14.6M
|
-$28.6K
|
-1,336
|
-0.2%
|
|
|
46
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$14.1M
|
+$474K
|
+22,190
|
+3%
|
|
|
47
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$13.8M
|
+$1.03M
|
+48,222
|
+7%
|
|
|
48
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$13.8M
|
+$4.94M
|
+230,892
|
+49%
|
|
|
49
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.6M
|
-$317K
|
-14,832
|
-2%
|
|
|
50
|
Bouchey Financial Group
Troy,
New York
|
$13.5M
|
+$161K
|
+7,542
|
+1%
|
|
