|
26
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$27.2M
|
+$1.64M
|
+66,167
|
+6%
|
|
|
27
|
Cooper/Haims Advisors
Victor,
New York
|
$25.7M
|
+$1.05M
|
+42,220
|
+4%
|
|
|
28
|
Klingenstein Fields & Co
New York
|
$25.2M
|
-$449K
|
-18,121
|
-2%
|
|
|
29
|
Koss-Olinger Consulting
Gainesville,
Florida
|
$24.9M
|
+$25.2M
|
+1,016,580
|
New
|
|
|
30
|
EP Wealth Advisors
Torrance,
California
|
$24.3M
|
+$5.45M
|
+219,861
|
+195%
|
|
|
31
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$24M
|
+$3.1M
|
+125,309
|
+15%
|
|
|
32
|
JMG Financial Group
Downers Grove,
Illinois
|
$24M
|
+$147K
|
+5,944
|
+0.6%
|
|
|
33
|
Flow Traders U.S.
New York
|
$22.1M
|
-$17.9M
|
-720,842
|
-44%
|
|
|
34
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$21.4M
|
+$694K
|
+28,023
|
+3%
|
|
|
35
|
Hantz Financial Services
Southfield,
Michigan
|
$20.1M
|
+$4.55M
|
+183,816
|
+29%
|
|
|
36
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$20M
|
+$588K
|
+23,712
|
+3%
|
|
|
37
|
Bogart Wealth LLC
Mclean,
Virginia
|
$19.8M
|
+$1.59M
|
+64,164
|
+9%
|
|
|
38
|
Wealthspire Advisors (New York)
New York
|
$19.5M
|
+$428K
|
+17,265
|
+2%
|
|
|
39
|
Corient Private Wealth
Miami,
Florida
|
$19.5M
|
+$544K
|
+21,964
|
+3%
|
|
|
40
|
Ballentine Partners
Waltham,
Massachusetts
|
$19M
|
-$983K
|
-39,674
|
-5%
|
|
|
41
|
SCS Capital Management
Boston,
Massachusetts
|
$18.1M
|
-$811K
|
-32,742
|
-4%
|
|
|
42
|
Cresset Asset Management
Chicago,
Illinois
|
$17.8M
|
-$1.37M
|
-55,307
|
-7%
|
|
|
43
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$17.7M
|
+$8.55M
|
+345,004
|
+91%
|
|
|
44
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$17.6M
|
+$537K
|
+21,662
|
+3%
|
|
|
45
|
TimeScale Financial
Danvers,
Massachusetts
|
$16.2M
|
-$4.22M
|
-170,237
|
-20%
|
|
|
46
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
-$413K
|
-16,662
|
-2%
|
|
|
47
|
|
$15.4M
|
+$244K
|
+9,835
|
+2%
|
|
|
48
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$14.8M
|
+$14.4M
|
+579,472
|
+2,343%
|
|
|
49
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$14.6M
|
-$17.2M
|
-694,880
|
-54%
|
|
|
50
|
Wells Fargo
San Francisco,
California
|
$14.5M
|
-$291K
|
-11,746
|
-2%
|
|
