|
26
|
Mariner
Overland Park,
Kansas
|
$27.3M
|
-$2.49M
|
-106,818
|
-8%
|
|
|
27
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$24.7M
|
+$12.5M
|
+536,905
|
+106%
|
|
|
28
|
Klingenstein Fields & Co
New York
|
$24.7M
|
+$178K
|
+7,647
|
+0.7%
|
|
|
29
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24M
|
+$21.8M
|
+938,312
|
+1,237%
|
|
|
30
|
Cooper/Haims Advisors
Victor,
New York
|
$23.9M
|
+$838K
|
+36,015
|
+4%
|
|
|
31
|
JMG Financial Group
Downers Grove,
Illinois
|
$23M
|
+$455K
|
+19,534
|
+2%
|
|
|
32
|
Krilogy Financial
St. Louis,
Missouri
|
$21.8M
|
-$1.18M
|
-50,866
|
-5%
|
|
|
33
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$21.8M
|
+$392K
|
+16,823
|
+2%
|
|
|
34
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$20M
|
+$714K
|
+30,672
|
+4%
|
|
|
35
|
Ballentine Partners
Waltham,
Massachusetts
|
$19.3M
|
+$384K
|
+16,497
|
+2%
|
|
|
36
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$18.7M
|
+$166K
|
+7,111
|
+0.9%
|
|
|
37
|
TimeScale Financial
Danvers,
Massachusetts
|
$18.6M
|
–
|
–
|
–
|
|
|
38
|
Cresset Asset Management
Chicago,
Illinois
|
$18.5M
|
+$8.1M
|
+347,855
|
+80%
|
|
|
39
|
Wealthspire Advisors (New York)
New York
|
$18.4M
|
+$3.17M
|
+136,021
|
+21%
|
|
|
40
|
Corient Private Wealth
Miami,
Florida
|
$18.3M
|
+$18M
|
+772,263
|
New
|
|
|
41
|
SCS Capital Management
Boston,
Massachusetts
|
$18.3M
|
-$47.3K
|
-2,032
|
-0.3%
|
|
|
42
|
Bogart Wealth LLC
Mclean,
Virginia
|
$17.6M
|
+$1.48M
|
+63,585
|
+9%
|
|
|
43
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$16.5M
|
-$4.59M
|
-197,069
|
-22%
|
|
|
44
|
Pathstone Family Office
Englewood,
New Jersey
|
$16.1M
|
+$15.9M
|
+684,782
|
New
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$16.1M
|
+$896K
|
+38,507
|
+6%
|
|
|
46
|
Hantz Financial Services
Southfield,
Michigan
|
$15M
|
+$5.59M
|
+240,131
|
+61%
|
|
|
47
|
|
$14.6M
|
+$4.81M
|
+206,728
|
+50%
|
|
|
48
|
Wells Fargo
San Francisco,
California
|
$14.3M
|
+$2.08M
|
+89,321
|
+17%
|
|
|
49
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.7M
|
+$4.5M
|
+193,261
|
+50%
|
|
|
50
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$13.6M
|
-$1.89M
|
-81,395
|
-12%
|
|
