|
26
|
Evermay Wealth Management
Arlington,
Virginia
|
$88.9M
|
+$95.8K
|
+6,327
|
+0.1%
|
|
|
27
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$86.2M
|
-$3.64M
|
-240,429
|
-4%
|
|
|
28
|
Adams Wealth Management
Logan,
Utah
|
$84.4M
|
-$39.8M
|
-2,632,056
|
-32%
|
|
|
29
|
Marcum Wealth
Cleveland,
Ohio
|
$80.4M
|
+$15.8M
|
+1,045,146
|
+24%
|
|
|
30
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$79.1M
|
+$1.02M
|
+67,569
|
+1%
|
|
|
31
|
Osaic Holdings
Scottsdale,
Arizona
|
$76.9M
|
-$767K
|
-50,694
|
-1%
|
|
|
32
|
Apriem Advisors
Irvine,
California
|
$74.3M
|
+$13.7M
|
+903,387
|
+22%
|
|
|
33
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$66.5M
|
+$4.77M
|
+315,042
|
+8%
|
|
|
34
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$65.5M
|
+$499K
|
+32,958
|
+0.8%
|
|
|
35
|
United Capital Financial Advisors
Irving,
Texas
|
$65.2M
|
-$2.75M
|
-181,788
|
-4%
|
|
|
36
|
Bangor Savings Bank
Bangor,
Maine
|
$64M
|
-$876K
|
-57,885
|
-1%
|
|
|
37
|
Scarborough Advisors
Annapolis,
Maryland
|
$63.9M
|
+$8.67M
|
+572,697
|
+16%
|
|
|
38
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$63.2M
|
-$12.8M
|
-844,455
|
-17%
|
|
|
39
|
Bank of America
Charlotte,
North Carolina
|
$59M
|
+$5.61M
|
+370,728
|
+10%
|
|
|
40
|
American Trust
Lexington,
Kentucky
|
$55.1M
|
-$5.39M
|
-356,013
|
-9%
|
|
|
41
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$54.2M
|
+$27.8M
|
+1,834,077
|
+104%
|
|
|
42
|
Corient Private Wealth
Miami,
Florida
|
$53.1M
|
+$53.4M
|
+3,527,880
|
New
|
|
|
43
|
Sequoia Financial Advisors
Akron,
Ohio
|
$52.9M
|
-$712K
|
-47,034
|
-1%
|
|
|
44
|
Curi Wealth Management
Raleigh,
North Carolina
|
$52.9M
|
+$7.43M
|
+490,608
|
+16%
|
|
|
45
|
AssetMark Inc
Concord,
California
|
$51.7M
|
-$15.6M
|
-1,029,726
|
-23%
|
|
|
46
|
Foster Victor Wealth Advisors
Greenville,
South Carolina
|
$50.2M
|
+$613K
|
+40,488
|
+1%
|
|
|
47
|
HB Wealth Management
Atlanta,
Georgia
|
$49.5M
|
+$1.38M
|
+91,152
|
+3%
|
|
|
48
|
AE Wealth Management
Topeka,
Kansas
|
$48.9M
|
-$2.77M
|
-183,090
|
-5%
|
|
|
49
|
Wealthspire Advisors (New York)
New York
|
$48.8M
|
+$2.83M
|
+187,200
|
+6%
|
|
|
50
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$48.6M
|
+$1.01M
|
+66,987
|
+2%
|
|
