|
26
|
Financial Advisors
Andover,
Massachusetts
|
$33.7M
|
+$2.91M
|
+139,302
|
+9%
|
|
|
27
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$28M
|
-$457K
|
-21,866
|
-1%
|
|
|
28
|
Klingenstein Fields & Co
New York
|
$27.5M
|
+$373K
|
+17,836
|
+1%
|
|
|
29
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$24.6M
|
+$3.8M
|
+181,628
|
+16%
|
|
|
30
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$23.4M
|
+$949K
|
+45,362
|
+4%
|
|
|
31
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$21.6M
|
+$193K
|
+9,248
|
+0.8%
|
|
|
32
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$21.2M
|
-$171K
|
-8,160
|
-0.7%
|
|
|
33
|
HoyleCohen
San Diego,
California
|
$21.1M
|
-$1.53M
|
-72,930
|
-6%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$21M
|
+$865K
|
+41,380
|
+4%
|
|
|
35
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.8M
|
+$992K
|
+47,442
|
+5%
|
|
|
36
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$20.6M
|
+$1.01M
|
+48,158
|
+5%
|
|
|
37
|
American Trust
Lexington,
Kentucky
|
$19.5M
|
-$2.14M
|
-102,382
|
-9%
|
|
|
38
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$19.4M
|
–
|
–
|
–
|
|
|
39
|
New York Life Investment Management
New York
|
$17.9M
|
+$918K
|
+43,894
|
+5%
|
|
|
40
|
Meridian Management
Little Rock,
Arkansas
|
$17.8M
|
+$517K
|
+24,708
|
+3%
|
|
|
41
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$17.2M
|
-$147K
|
-7,048
|
-0.8%
|
|
|
42
|
Summit Financial Strategies
Columbus,
Ohio
|
$16M
|
+$1.41M
|
+67,620
|
+9%
|
|
|
43
|
Moneywise Inc
Forest,
Virginia
|
$15.9M
|
+$60.7K
|
+2,900
|
+0.3%
|
|
|
44
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$15.6M
|
-$25M
|
-1,194,650
|
-59%
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$15.4M
|
+$728K
|
+34,822
|
+4%
|
|
|
46
|
Radnor Financial Advisors
Wayne,
Pennsylvania
|
$14.1M
|
+$831K
|
+39,748
|
+6%
|
|
|
47
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$14M
|
-$169K
|
-8,078
|
-1%
|
|
|
48
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$13.6M
|
+$1.74M
|
+83,038
|
+13%
|
|
|
49
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13.4M
|
+$180K
|
+8,624
|
+1%
|
|
|
50
|
Janiczek Wealth Management
Denver,
Colorado
|
$13M
|
-$234K
|
-11,206
|
-2%
|
|
