|
26
|
Gemmer Asset Management
Walnut Creek,
California
|
$31.8M
|
+$71.4K
|
+3,012
|
+0.2%
|
|
|
27
|
Tradewinds Capital Management
Bellingham,
Washington
|
$29.3M
|
+$27.3M
|
+1,149,948
|
+1,385%
|
|
|
28
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$28.4M
|
+$121K
|
+5,106
|
+0.4%
|
|
|
29
|
Corient Private Wealth
Miami,
Florida
|
$26.6M
|
+$189K
|
+7,958
|
+0.7%
|
|
|
30
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$26.5M
|
-$129K
|
-5,460
|
-0.5%
|
|
|
31
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$25.2M
|
+$362K
|
+15,288
|
+1%
|
|
|
32
|
Summit Financial Strategies
Columbus,
Ohio
|
$24.7M
|
+$1.14M
|
+47,950
|
+5%
|
|
|
33
|
Ameriprise
Minneapolis,
Minnesota
|
$23.9M
|
+$396K
|
+16,700
|
+2%
|
|
|
34
|
Beacon Pointe Advisors
Newport Beach,
California
|
$23M
|
-$429K
|
-18,094
|
-2%
|
|
|
35
|
Kestra Advisory Services
Austin,
Texas
|
$21.5M
|
+$19.1M
|
+805,010
|
+731%
|
|
|
36
|
|
$21.1M
|
+$846K
|
+35,708
|
+4%
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
$20.9M
|
+$70.2K
|
+2,960
|
+0.3%
|
|
|
38
|
First International Bank & Trust
Watford City,
North Dakota
|
$20.5M
|
+$192K
|
+8,080
|
+0.9%
|
|
|
39
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$20.2M
|
+$1.69M
|
+71,182
|
+9%
|
|
|
40
|
Noble Family Wealth
Clearwater,
Florida
|
$20M
|
+$828K
|
+34,932
|
+4%
|
|
|
41
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$19.9M
|
+$19.9M
|
+838,938
|
New
|
|
|
42
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$19.2M
|
+$746K
|
+31,464
|
+4%
|
|
|
43
|
FIDELIS iM
Medford,
Oregon
|
$19.2M
|
+$341K
|
+14,398
|
+2%
|
|
|
44
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$18.9M
|
+$223K
|
+9,400
|
+1%
|
|
|
45
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$18.7M
|
+$7.83M
|
+330,392
|
+72%
|
|
|
46
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$18.6M
|
+$1.27M
|
+53,386
|
+7%
|
|
|
47
|
Strategic Financial Planning
Plano,
Texas
|
$18M
|
+$1.35M
|
+57,046
|
+8%
|
|
|
48
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$18M
|
+$683K
|
+28,802
|
+4%
|
|
|
49
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$17.2M
|
-$1.58M
|
-66,454
|
-8%
|
|
|
50
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$17.1M
|
-$155K
|
-6,542
|
-0.9%
|
|
