|
26
|
Corient Private Wealth
Miami,
Florida
|
$30.3M
|
+$1.58M
|
+63,526
|
+6%
|
|
|
27
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$29.9M
|
-$874K
|
-35,192
|
-3%
|
|
|
28
|
Focus Partners Wealth
Boston,
Massachusetts
|
$29M
|
+$20.7M
|
+831,834
|
+284%
|
|
|
29
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$28.5M
|
+$1.19M
|
+47,778
|
+5%
|
|
|
30
|
Summit Financial Strategies
Columbus,
Ohio
|
$28.4M
|
+$1.57M
|
+63,430
|
+6%
|
|
|
31
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$28.4M
|
-$360K
|
-14,516
|
-1%
|
|
|
32
|
Ameriprise
Minneapolis,
Minnesota
|
$27M
|
+$935K
|
+37,638
|
+4%
|
|
|
33
|
|
$24.2M
|
+$1.28M
|
+51,622
|
+6%
|
|
|
34
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$23.6M
|
+$1.63M
|
+65,510
|
+8%
|
|
|
35
|
Beacon Pointe Advisors
Newport Beach,
California
|
$23.4M
|
-$1.52M
|
-61,402
|
-6%
|
|
|
36
|
Wells Fargo
San Francisco,
California
|
$23.3M
|
+$548K
|
+22,076
|
+3%
|
|
|
37
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$22.8M
|
+$1.2M
|
+48,368
|
+6%
|
|
|
38
|
Kestra Advisory Services
Austin,
Texas
|
$22.7M
|
-$873K
|
-35,146
|
-4%
|
|
|
39
|
First International Bank & Trust
Watford City,
North Dakota
|
$22.1M
|
-$161K
|
-6,492
|
-0.8%
|
|
|
40
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$22M
|
+$1.69M
|
+68,250
|
+9%
|
|
|
41
|
Noble Family Wealth
Clearwater,
Florida
|
$21.9M
|
+$187K
|
+7,526
|
+0.9%
|
|
|
42
|
FIDELIS iM
Medford,
Oregon
|
$21.6M
|
+$787K
|
+31,678
|
+4%
|
|
|
43
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$20.8M
|
+$539K
|
+21,712
|
+3%
|
|
|
44
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$20.2M
|
-$246K
|
-9,902
|
-1%
|
|
|
45
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$20.1M
|
+$581K
|
+23,396
|
+3%
|
|
|
46
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$19.7M
|
+$24.3M
|
+977,938
|
+226%
|
|
|
47
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$19.6M
|
-$1.22M
|
-49,274
|
-6%
|
|
|
48
|
Strategic Financial Planning
Plano,
Texas
|
$19M
|
-$563K
|
-22,682
|
-3%
|
|
|
49
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$19M
|
+$355K
|
+14,316
|
+2%
|
|
|
50
|
Visionary Wealth Advisors
O'fallon,
Illinois
|
$17.8M
|
-$754K
|
-30,384
|
-4%
|
|
