|
26
|
Gemmer Asset Management
Walnut Creek,
California
|
$36.3M
|
-$2.58M
|
-125,938
|
-7%
|
|
|
27
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$31.6M
|
+$1.59M
|
+77,682
|
+5%
|
|
|
28
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$30.5M
|
+$8.52M
|
+415,990
|
+38%
|
|
|
29
|
Klingenstein Fields & Co
New York
|
$29.2M
|
-$283K
|
-13,824
|
-1%
|
|
|
30
|
Tradewinds Capital Management
Bellingham,
Washington
|
$27.3M
|
+$27.4M
|
+1,338,358
|
+11,586%
|
|
|
31
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$27M
|
+$651K
|
+31,748
|
+2%
|
|
|
32
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$24.3M
|
-$698K
|
-34,038
|
-3%
|
|
|
33
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$24M
|
+$837K
|
+40,860
|
+4%
|
|
|
34
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$23.4M
|
+$623K
|
+30,412
|
+3%
|
|
|
35
|
HoyleCohen
San Diego,
California
|
$23.1M
|
+$462K
|
+22,534
|
+2%
|
|
|
36
|
American Trust
Lexington,
Kentucky
|
$21M
|
-$122K
|
-5,938
|
-0.6%
|
|
|
37
|
New York Life Investment Management
New York
|
$20.6M
|
+$1.46M
|
+71,258
|
+8%
|
|
|
38
|
Corient Private Wealth
Miami,
Florida
|
$20.6M
|
+$20.8M
|
+1,017,342
|
New
|
|
|
39
|
Beacon Pointe Advisors
Newport Beach,
California
|
$20.2M
|
-$2.11M
|
-102,786
|
-9%
|
|
|
40
|
Meridian Management
Little Rock,
Arkansas
|
$19.6M
|
+$586K
|
+28,582
|
+3%
|
|
|
41
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$18.9M
|
+$474K
|
+23,142
|
+3%
|
|
|
42
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$18.5M
|
-$2.39M
|
-116,660
|
-11%
|
|
|
43
|
Summit Financial Strategies
Columbus,
Ohio
|
$17.7M
|
+$500K
|
+24,378
|
+3%
|
|
|
44
|
IFP Advisors
Tampa,
Florida
|
$17.3M
|
+$2.73M
|
+133,028
|
+40%
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$16.4M
|
-$60.7K
|
-2,962
|
-0.4%
|
|
|
46
|
Moneywise Inc
Forest,
Virginia
|
$16M
|
-$1.1M
|
-53,748
|
-6%
|
|
|
47
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$15.7M
|
+$713K
|
+34,772
|
+5%
|
|
|
48
|
Bogart Wealth LLC
Mclean,
Virginia
|
$15.6M
|
+$14.6M
|
+710,588
|
+1,153%
|
|
|
49
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$15M
|
+$821K
|
+40,046
|
+6%
|
|
|
50
|
Janiczek Wealth Management
Denver,
Colorado
|
$14.9M
|
+$345K
|
+16,834
|
+2%
|
|
