|
26
|
Gemmer Asset Management
Walnut Creek,
California
|
$35.1M
|
+$481K
|
+20,988
|
+2%
|
|
|
27
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$33.2M
|
-$20.9M
|
-913,554
|
-41%
|
|
|
28
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$32.9M
|
-$12M
|
-524,919
|
-29%
|
|
|
29
|
Davenport & Co
Richmond,
Virginia
|
$29.5M
|
+$1.39M
|
+60,483
|
+5%
|
|
|
30
|
Buckingham Capital Management (Ohio)
Dayton,
Ohio
|
$27.1M
|
-$583K
|
-25,428
|
-2%
|
|
|
31
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$27M
|
+$3.52M
|
+153,648
|
+17%
|
|
|
32
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$26.9M
|
+$24.5M
|
+1,071,348
|
New
|
|
|
33
|
Summit Asset Management
Memphis,
Tennessee
|
$26.7M
|
+$413K
|
+18,006
|
+2%
|
|
|
34
|
Noble Family Wealth
Clearwater,
Florida
|
$25.4M
|
-$117K
|
-5,112
|
-0.5%
|
|
|
35
|
Curi Wealth Management
Raleigh,
North Carolina
|
$24.9M
|
+$1.51M
|
+65,838
|
+7%
|
|
|
36
|
Modera Wealth Management
Westwood,
New Jersey
|
$24.5M
|
-$502K
|
-21,897
|
-2%
|
|
|
37
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$23.7M
|
+$507K
|
+22,128
|
+2%
|
|
|
38
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$23M
|
-$63.6K
|
-2,775
|
-0.3%
|
|
|
39
|
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
|
$22.9M
|
+$1.66M
|
+72,345
|
+9%
|
|
|
40
|
Manchester Financial
Westlake Village,
California
|
$21.9M
|
-$165K
|
-7,194
|
-0.8%
|
|
|
41
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$20.8M
|
-$31.2M
|
-1,361,268
|
-62%
|
|
|
42
|
Dynamic Advisor Solutions
Phoenix,
Arizona
|
$20.4M
|
+$1.92M
|
+83,817
|
+11%
|
|
|
43
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$19.7M
|
+$2.14M
|
+93,483
|
+14%
|
|
|
44
|
Campbell Wealth Management
Alexandria,
Virginia
|
$19.7M
|
+$336K
|
+14,658
|
+2%
|
|
|
45
|
ProVise Management Group
Clearwater,
Florida
|
$19.6M
|
-$1.65M
|
-71,799
|
-8%
|
|
|
46
|
Bank of America
Charlotte,
North Carolina
|
$19.5M
|
+$2.27M
|
+98,871
|
+15%
|
|
|
47
|
IFP Advisors
Tampa,
Florida
|
$19.4M
|
+$748K
|
+32,649
|
+4%
|
|
|
48
|
Cetera Advisor Networks
El Segundo,
California
|
$19.1M
|
-$41.2K
|
-1,800
|
-0.2%
|
|
|
49
|
Salem Investment Counselors
Winston Salem,
North Carolina
|
$19.1M
|
-$468K
|
-20,427
|
-3%
|
|
|
50
|
Corient Private Wealth
Miami,
Florida
|
$17.4M
|
+$370K
|
+16,167
|
+2%
|
|
