|
26
|
Steele Capital Management
Dubuque,
Iowa
|
$34.3M
|
+$30.6M
|
+1,451,262
|
New
|
|
|
27
|
Gemmer Asset Management
Walnut Creek,
California
|
$33.4M
|
-$11.3M
|
-534,548
|
-27%
|
|
|
28
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$29.5M
|
+$325K
|
+15,418
|
+1%
|
|
|
29
|
Ameriprise
Minneapolis,
Minnesota
|
$28.5M
|
-$25.4M
|
-1,204,224
|
-50%
|
|
|
30
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$28.1M
|
-$17.7K
|
-840
|
-0.1%
|
|
|
31
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$27.8M
|
+$1.22M
|
+57,670
|
+5%
|
|
|
32
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$26.8M
|
-$717K
|
-34,026
|
-3%
|
|
|
33
|
Corient Private Wealth
Miami,
Florida
|
$26.7M
|
+$1.47M
|
+69,734
|
+7%
|
|
|
34
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$24.8M
|
-$41.1K
|
-1,950
|
-0.2%
|
|
|
35
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$24.1M
|
+$543K
|
+25,770
|
+3%
|
|
|
36
|
Beacon Pointe Advisors
Newport Beach,
California
|
$23.7M
|
-$182K
|
-8,652
|
-0.9%
|
|
|
37
|
Summit Financial Strategies
Columbus,
Ohio
|
$22.7M
|
+$446K
|
+21,176
|
+2%
|
|
|
38
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.2M
|
+$762K
|
+36,170
|
+4%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$21.1M
|
+$1.26M
|
+59,596
|
+7%
|
|
|
40
|
|
$20.1M
|
+$13.7M
|
+648,862
|
+324%
|
|
|
41
|
Noble Family Wealth
Clearwater,
Florida
|
$19.5M
|
+$244K
|
+11,588
|
+1%
|
|
|
42
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$19M
|
-$612K
|
-29,060
|
-3%
|
|
|
43
|
FIDELIS iM
Medford,
Oregon
|
$18.5M
|
+$254K
|
+12,032
|
+2%
|
|
|
44
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$18.3M
|
+$624K
|
+29,588
|
+4%
|
|
|
45
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$17.8M
|
-$918K
|
-43,552
|
-5%
|
|
|
46
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$17M
|
+$77.7K
|
+3,688
|
+0.5%
|
|
|
47
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$16.8M
|
+$5.95M
|
+282,282
|
+62%
|
|
|
48
|
Janiczek Wealth Management
Denver,
Colorado
|
$16.6M
|
+$111K
|
+5,290
|
+0.8%
|
|
|
49
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$16.1M
|
+$10.7M
|
+505,546
|
+262%
|
|
|
50
|
Strategic Financial Planning
Plano,
Texas
|
$16M
|
+$929K
|
+44,082
|
+7%
|
|
