|
26
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$33.7M
|
+$4.56M
|
+194,638
|
+17%
|
|
|
27
|
Gemmer Asset Management
Walnut Creek,
California
|
$32.9M
|
-$1.82M
|
-77,520
|
-5%
|
|
|
28
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$32.3M
|
+$1.49M
|
+63,686
|
+5%
|
|
|
29
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$29.4M
|
+$29.6K
|
+1,262
|
+0.1%
|
|
|
30
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$27.6M
|
-$282K
|
-12,044
|
-1%
|
|
|
31
|
Corient Private Wealth
Miami,
Florida
|
$27.4M
|
-$388K
|
-16,550
|
-1%
|
|
|
32
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$25.7M
|
+$585K
|
+24,956
|
+2%
|
|
|
33
|
Summit Financial Strategies
Columbus,
Ohio
|
$24.4M
|
+$778K
|
+33,216
|
+3%
|
|
|
34
|
Ameriprise
Minneapolis,
Minnesota
|
$24.4M
|
-$5.05M
|
-215,362
|
-18%
|
|
|
35
|
Beacon Pointe Advisors
Newport Beach,
California
|
$24.3M
|
-$372K
|
-15,886
|
-2%
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$21.6M
|
-$367K
|
-15,664
|
-2%
|
|
|
37
|
First International Bank & Trust
Watford City,
North Dakota
|
$21.1M
|
+$12.7M
|
+544,162
|
+175%
|
|
|
38
|
|
$21M
|
+$103K
|
+4,392
|
+0.5%
|
|
|
39
|
Noble Family Wealth
Clearwater,
Florida
|
$19.9M
|
-$420K
|
-17,944
|
-2%
|
|
|
40
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$19.9M
|
+$4.99M
|
+212,946
|
+36%
|
|
|
41
|
FIDELIS iM
Medford,
Oregon
|
$19.6M
|
+$266K
|
+11,334
|
+1%
|
|
|
42
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$19.4M
|
-$6.14M
|
-262,078
|
-25%
|
|
|
43
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$19.4M
|
+$282K
|
+12,026
|
+2%
|
|
|
44
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$19.2M
|
+$1.01M
|
+43,048
|
+6%
|
|
|
45
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$19.2M
|
+$1.87M
|
+79,906
|
+11%
|
|
|
46
|
Janiczek Wealth Management
Denver,
Colorado
|
$18M
|
+$696K
|
+29,728
|
+4%
|
|
|
47
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$18M
|
+$314K
|
+13,402
|
+2%
|
|
|
48
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18M
|
+$14.1M
|
+603,746
|
+480%
|
|
|
49
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.9M
|
-$3.92M
|
-167,404
|
-19%
|
|
|
50
|
Strategic Financial Planning
Plano,
Texas
|
$17.3M
|
+$633K
|
+27,012
|
+4%
|
|
