|
26
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$86.9M
|
-$6.38M
|
-393,705
|
-6%
|
|
|
27
|
Osaic Holdings
Scottsdale,
Arizona
|
$82.6M
|
+$4.03M
|
+248,466
|
+5%
|
|
|
28
|
American Trust
Lexington,
Kentucky
|
$71.1M
|
-$2.28M
|
-140,715
|
-3%
|
|
|
29
|
AssetMark Inc
Concord,
California
|
$70.5M
|
-$10.1M
|
-625,851
|
-12%
|
|
|
30
|
Marcum Wealth
Cleveland,
Ohio
|
$70.2M
|
+$964K
|
+59,502
|
+1%
|
|
|
31
|
United Capital Financial Advisors
Irving,
Texas
|
$68.9M
|
-$1.76M
|
-108,435
|
-2%
|
|
|
32
|
Frontier Wealth Management
Kansas City,
Missouri
|
$66.6M
|
+$34.5M
|
+2,129,889
|
+91%
|
|
|
33
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$64.2M
|
+$1.25M
|
+77,316
|
+2%
|
|
|
34
|
Bangor Savings Bank
Bangor,
Maine
|
$62.5M
|
+$3.16M
|
+195,153
|
+5%
|
|
|
35
|
Apriem Advisors
Irvine,
California
|
$62.3M
|
-$4.97M
|
-306,984
|
-7%
|
|
|
36
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$58.8M
|
+$1.58M
|
+97,416
|
+3%
|
|
|
37
|
Sequoia Financial Advisors
Akron,
Ohio
|
$56.7M
|
-$4.3M
|
-265,542
|
-7%
|
|
|
38
|
Ameriprise
Minneapolis,
Minnesota
|
$54.8M
|
+$2.54M
|
+156,963
|
+4%
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$50.7M
|
+$2.44M
|
+150,630
|
+5%
|
|
|
40
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$49.8M
|
+$21.4M
|
+1,318,569
|
+65%
|
|
|
41
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$49.1M
|
+$136K
|
+8,364
|
+0.3%
|
|
|
42
|
Cresset Asset Management
Chicago,
Illinois
|
$49M
|
-$259K
|
-15,984
|
-0.5%
|
|
|
43
|
HB Wealth Management
Atlanta,
Georgia
|
$48.1M
|
+$31.4M
|
+1,939,608
|
+151%
|
|
|
44
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$45.4M
|
-$19.9M
|
-1,227,183
|
-29%
|
|
|
45
|
Savant Capital
Rockford,
Illinois
|
$43.8M
|
+$1.03M
|
+63,789
|
+2%
|
|
|
46
|
Wealthspire Advisors (New York)
New York
|
$43.3M
|
+$14.5M
|
+894,888
|
+44%
|
|
|
47
|
|
$41.7M
|
-$106K
|
-6,543
|
-0.2%
|
|
|
48
|
Curi Wealth Management
Raleigh,
North Carolina
|
$41.3M
|
+$3.59M
|
+221,553
|
+9%
|
|
|
49
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$39.7M
|
-$140K
|
-8,631
|
-0.3%
|
|
|
50
|
IFP Advisors
Tampa,
Florida
|
$38.6M
|
–
|
–
|
–
|
|
