|
26
|
Gemmer Asset Management
Walnut Creek,
California
|
$40.4M
|
+$262K
|
+11,928
|
+0.6%
|
|
|
27
|
United Capital Financial Advisors
Irving,
Texas
|
$39.1M
|
-$637K
|
-29,042
|
-2%
|
|
|
28
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$33.6M
|
+$2.7M
|
+122,996
|
+8%
|
|
|
29
|
Klingenstein Fields & Co
New York
|
$29.3M
|
-$24.7K
|
-1,124
|
-0.1%
|
|
|
30
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$25.6M
|
-$11.7M
|
-534,636
|
-30%
|
|
|
31
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$24.7M
|
+$31.2K
|
+1,422
|
+0.1%
|
|
|
32
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$24.2M
|
-$275K
|
-12,524
|
-1%
|
|
|
33
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$23.2M
|
+$3.14M
|
+142,988
|
+15%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$21.9M
|
-$40.9K
|
-1,866
|
-0.2%
|
|
|
35
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$21.8M
|
-$1.57M
|
-71,430
|
-6%
|
|
|
36
|
Meridian Management
Little Rock,
Arkansas
|
$21.4M
|
+$325K
|
+14,818
|
+1%
|
|
|
37
|
Beacon Pointe Advisors
Newport Beach,
California
|
$21M
|
+$3.03M
|
+138,238
|
+16%
|
|
|
38
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$20.6M
|
+$403K
|
+18,344
|
+2%
|
|
|
39
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$19.5M
|
–
|
–
|
–
|
|
|
40
|
Summit Financial Strategies
Columbus,
Ohio
|
$19.4M
|
+$381K
|
+17,364
|
+2%
|
|
|
41
|
Bogart Wealth LLC
Mclean,
Virginia
|
$18.7M
|
+$785K
|
+35,766
|
+4%
|
|
|
42
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.8M
|
+$8.3M
|
+378,240
|
+79%
|
|
|
43
|
Wells Fargo
San Francisco,
California
|
$17.3M
|
+$373K
|
+16,994
|
+2%
|
|
|
44
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$17.2M
|
+$1.24M
|
+56,402
|
+7%
|
|
|
45
|
Noble Family Wealth
Clearwater,
Florida
|
$16.9M
|
-$152K
|
-6,928
|
-0.8%
|
|
|
46
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$16.6M
|
+$3.19M
|
+145,146
|
+22%
|
|
|
47
|
FIDELIS iM
Medford,
Oregon
|
$16M
|
+$342K
|
+15,590
|
+2%
|
|
|
48
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$15.4M
|
-$128K
|
-5,840
|
-0.8%
|
|
|
49
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$14.8M
|
+$64.1K
|
+2,920
|
+0.4%
|
|
|
50
|
Moneywise Inc
Forest,
Virginia
|
$14.7M
|
-$1.44M
|
-65,776
|
-8%
|
|
