|
51
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$19.5M
|
-$27.6K
|
-1,752
|
-0.1%
|
|
|
52
|
UBS Group
Zurich,
Switzerland
|
$19M
|
+$482K
|
+30,666
|
+3%
|
|
|
53
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$18.8M
|
+$1.75M
|
+111,384
|
+10%
|
|
|
54
|
Cabot Wealth Management
Salem,
Massachusetts
|
$18.6M
|
-$173K
|
-10,994
|
-0.9%
|
|
|
55
|
Bank of America
Charlotte,
North Carolina
|
$17M
|
-$46.5M
|
-2,957,482
|
-73%
|
|
|
56
|
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
|
$17M
|
+$645K
|
+41,000
|
+4%
|
|
|
57
|
Tradewinds Capital Management
Bellingham,
Washington
|
$16.8M
|
+$1.19M
|
+75,692
|
+8%
|
|
|
58
|
Keel Point
Huntsville,
Alabama
|
$16.8M
|
+$1.13M
|
+72,014
|
+7%
|
|
|
59
|
Fidelity Investments
Boston,
Massachusetts
|
$16.6M
|
+$15.6M
|
+991,284
|
+1,899%
|
|
|
60
|
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
|
$16.5M
|
+$125K
|
+7,962
|
+0.8%
|
|
|
61
|
Ameriprise
Minneapolis,
Minnesota
|
$16.4M
|
+$2.7M
|
+171,412
|
+20%
|
|
|
62
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$16.1M
|
+$2.24M
|
+142,518
|
+16%
|
|
|
63
|
Courage Miller Partners
Norfolk,
Virginia
|
$15.9M
|
+$163K
|
+10,354
|
+1%
|
|
|
64
|
Mirae Asset Global Investments
Seoul,
South Korea
|
$15.5M
|
–
|
–
|
–
|
|
|
65
|
BCWM LLC
Overland Park,
Kansas
|
$15.5M
|
+$261K
|
+16,598
|
+2%
|
|
|
66
|
Frontier Investment Management
Dallas,
Texas
|
$15.1M
|
+$31.1K
|
+1,974
|
+0.2%
|
|
|
67
|
Rowland Carmichael Advisors
Scottsdale,
Arizona
|
$15M
|
–
|
–
|
–
|
|
|
68
|
Summit Asset Management
Memphis,
Tennessee
|
$15M
|
+$371K
|
+23,602
|
+3%
|
|
|
69
|
Genovese Burford & Brothers Wealth & Retirement Plan Management
Sacramento,
California
|
$14.8M
|
-$92.8K
|
-5,898
|
-0.6%
|
|
|
70
|
Gratus Capital
Atlanta,
Georgia
|
$14.7M
|
+$793K
|
+50,418
|
+6%
|
|
|
71
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$14.5M
|
+$419K
|
+26,608
|
+3%
|
|
|
72
|
Choreo LLC
Rockford,
Illinois
|
$14.3M
|
+$171K
|
+10,864
|
+1%
|
|
|
73
|
Private Advisor Group
Morristown,
New Jersey
|
$14.2M
|
+$9.42M
|
+598,798
|
+208%
|
|
|
74
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$14.2M
|
+$227K
|
+14,444
|
+2%
|
|
|
75
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$14.2M
|
+$227K
|
+14,446
|
+2%
|
|
