|
26
|
RMG Wealth Management
Platteville,
Wisconsin
|
$39.9M
|
+$1.25M
|
+46,716
|
+3%
|
|
|
27
|
Corient Private Wealth
Miami,
Florida
|
$38.1M
|
+$28.5M
|
+1,067,164
|
+360%
|
|
|
28
|
New York Life Investment Management
New York
|
$37.7M
|
+$21.8M
|
+813,680
|
+151%
|
|
|
29
|
Golden Reserve Retirement
Dublin,
Ohio
|
$37.3M
|
+$5.09M
|
+190,265
|
+17%
|
|
|
30
|
Jones Financial Companies
Des Peres,
Missouri
|
$37.1M
|
+$3.11M
|
+116,442
|
+10%
|
|
|
31
|
Gemmer Asset Management
Walnut Creek,
California
|
$36.8M
|
+$224K
|
+8,359
|
+0.6%
|
|
|
32
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$36.7M
|
+$1.1M
|
+41,056
|
+3%
|
|
|
33
|
Focus Partners Wealth
Boston,
Massachusetts
|
$36M
|
+$80.8K
|
+3,020
|
+0.2%
|
|
|
34
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$33.7M
|
-$417K
|
-15,604
|
-1%
|
|
|
35
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$33.1M
|
+$372K
|
+13,922
|
+1%
|
|
|
36
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$31.7M
|
+$3.74M
|
+140,016
|
+14%
|
|
|
37
|
Klingenstein Fields & Co
New York
|
$31.2M
|
-$679K
|
-25,398
|
-2%
|
|
|
38
|
Summit Financial Strategies
Columbus,
Ohio
|
$27.9M
|
-$841K
|
-31,452
|
-3%
|
|
|
39
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$27.5M
|
+$50.4K
|
+1,883
|
+0.2%
|
|
|
40
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$27.4M
|
+$492K
|
+18,382
|
+2%
|
|
|
41
|
Noble Family Wealth
Clearwater,
Florida
|
$27.2M
|
+$372K
|
+13,905
|
+1%
|
|
|
42
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$26.8M
|
-$1.09M
|
-40,642
|
-4%
|
|
|
43
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$26.3M
|
+$678K
|
+25,340
|
+3%
|
|
|
44
|
TruNorth Capital Management
Kalamazoo,
Michigan
|
$25.6M
|
+$1.49M
|
+55,837
|
+6%
|
|
|
45
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$24.9M
|
-$6.39M
|
-239,115
|
-21%
|
|
|
46
|
Kestra Advisory Services
Austin,
Texas
|
$24.2M
|
+$21.2M
|
+793,179
|
+1,047%
|
|
|
47
|
|
$23.6M
|
-$2.49M
|
-93,212
|
-10%
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
$23.3M
|
-$2.73M
|
-102,131
|
-11%
|
|
|
49
|
Beacon Pointe Advisors
Newport Beach,
California
|
$23.1M
|
+$249K
|
+9,330
|
+1%
|
|
|
50
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$23.1M
|
+$882
|
+33
|
+0%
|
|
