|
26
|
Gemmer Asset Management
Walnut Creek,
California
|
$38.8M
|
+$1.23M
|
+57,400
|
+3%
|
|
|
27
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$32.2M
|
+$608K
|
+28,282
|
+2%
|
|
|
28
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$31.2M
|
-$1.47M
|
-68,394
|
-4%
|
|
|
29
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$29.9M
|
+$1.95M
|
+90,590
|
+7%
|
|
|
30
|
Klingenstein Fields & Co
New York
|
$29.4M
|
-$786K
|
-36,560
|
-3%
|
|
|
31
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$25.5M
|
+$270K
|
+12,568
|
+1%
|
|
|
32
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$24.8M
|
-$91.1K
|
-4,238
|
-0.4%
|
|
|
33
|
HoyleCohen
San Diego,
California
|
$24.7M
|
+$784K
|
+36,484
|
+3%
|
|
|
34
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$24.4M
|
+$153K
|
+7,112
|
+0.6%
|
|
|
35
|
New York Life Investment Management
New York
|
$22.6M
|
+$1.28M
|
+59,334
|
+6%
|
|
|
36
|
Corient Private Wealth
Miami,
Florida
|
$22.4M
|
+$1.11M
|
+51,854
|
+5%
|
|
|
37
|
Beacon Pointe Advisors
Newport Beach,
California
|
$22M
|
+$1.09M
|
+50,642
|
+5%
|
|
|
38
|
Meridian Management
Little Rock,
Arkansas
|
$21.3M
|
+$1.03M
|
+48,096
|
+5%
|
|
|
39
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$19.7M
|
+$167K
|
+7,752
|
+0.8%
|
|
|
40
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$19.1M
|
–
|
–
|
–
|
|
|
41
|
Summit Financial Strategies
Columbus,
Ohio
|
$18.9M
|
+$608K
|
+28,272
|
+3%
|
|
|
42
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$18.9M
|
+$4.98M
|
+231,670
|
+35%
|
|
|
43
|
Moneywise Inc
Forest,
Virginia
|
$17.6M
|
+$1.07M
|
+49,592
|
+6%
|
|
|
44
|
Bogart Wealth LLC
Mclean,
Virginia
|
$17.1M
|
+$933K
|
+43,392
|
+6%
|
|
|
45
|
Wells Fargo
San Francisco,
California
|
$17.1M
|
+$85K
|
+3,954
|
+0.5%
|
|
|
46
|
Noble Family Wealth
Clearwater,
Florida
|
$17M
|
+$17.5M
|
+812,774
|
New
|
|
|
47
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$15.9M
|
-$436K
|
-20,296
|
-3%
|
|
|
48
|
FIDELIS iM
Medford,
Oregon
|
$15.5M
|
+$1.26M
|
+58,848
|
+9%
|
|
|
49
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$15.3M
|
+$480K
|
+22,326
|
+3%
|
|
|
50
|
Janiczek Wealth Management
Denver,
Colorado
|
$14.4M
|
+$52.5K
|
+2,444
|
+0.4%
|
|
