|
51
|
Ogorek Anthony Joseph
Williamsville,
New York
|
$19.9M
|
+$543K
|
+35,600
|
+3%
|
|
|
52
|
American Financial Advisors
Marietta,
Georgia
|
$18.8M
|
+$13.9M
|
+913,942
|
+316%
|
|
|
53
|
Cabot Wealth Management
Salem,
Massachusetts
|
$18.7M
|
+$1.18M
|
+77,652
|
+7%
|
|
|
54
|
UBS Group
Zurich,
Switzerland
|
$18.3M
|
+$1.03M
|
+67,642
|
+6%
|
|
|
55
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$17.5M
|
+$4.42M
|
+289,746
|
+35%
|
|
|
56
|
Keel Point
Huntsville,
Alabama
|
$15.4M
|
-$773K
|
-50,718
|
-5%
|
|
|
57
|
Courage Miller Partners
Norfolk,
Virginia
|
$15.1M
|
+$48.9K
|
+3,210
|
+0.3%
|
|
|
58
|
Tradewinds Capital Management
Bellingham,
Washington
|
$14.9M
|
+$218K
|
+14,326
|
+2%
|
|
|
59
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$14.9M
|
+$668K
|
+43,796
|
+5%
|
|
|
60
|
BCWM LLC
Overland Park,
Kansas
|
$14.8M
|
+$1.86M
|
+122,084
|
+15%
|
|
|
61
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$14.8M
|
–
|
–
|
–
|
|
|
62
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$14.7M
|
+$14.3M
|
+936,124
|
New
|
|
|
63
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$14.4M
|
-$2.78M
|
-182,530
|
-17%
|
|
|
64
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$14.3M
|
-$9.43M
|
-618,790
|
-40%
|
|
|
65
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$14.3M
|
+$401K
|
+26,276
|
+3%
|
|
|
66
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$14.2M
|
+$1.87M
|
+122,582
|
+16%
|
|
|
67
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$14.2M
|
+$1.87M
|
+122,580
|
+16%
|
|
|
68
|
Frontier Investment Management
Dallas,
Texas
|
$14.2M
|
+$2.39M
|
+156,816
|
+21%
|
|
|
69
|
Choreo LLC
Rockford,
Illinois
|
$14.1M
|
+$1.03M
|
+67,354
|
+8%
|
|
|
70
|
Summit Asset Management
Memphis,
Tennessee
|
$14.1M
|
+$265K
|
+17,374
|
+2%
|
|
|
71
|
Citadel Advisors
Miami,
Florida
|
$13.4M
|
+$13.1M
|
+857,538
|
New
|
|
|
72
|
North Star Asset Management
Neenah,
Wisconsin
|
$13.4M
|
-$38K
|
-2,492
|
-0.3%
|
|
|
73
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$13.3M
|
+$742K
|
+48,694
|
+6%
|
|
|
74
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$13.3M
|
+$528K
|
+34,606
|
+4%
|
|
|
75
|
Gratus Capital
Atlanta,
Georgia
|
$13.1M
|
+$7.63M
|
+500,402
|
+149%
|
|
