|
26
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$103M
|
-$177K
|
-10,698
|
-0.2%
|
|
|
27
|
Evermay Wealth Management
Arlington,
Virginia
|
$97.9M
|
-$1.86M
|
-112,641
|
-2%
|
|
|
28
|
Apriem Advisors
Irvine,
California
|
$89.8M
|
+$6.55M
|
+396,966
|
+8%
|
|
|
29
|
Marcum Wealth
Cleveland,
Ohio
|
$89.3M
|
-$2.52M
|
-152,823
|
-3%
|
|
|
30
|
Diversified
Wilmington,
Delaware
|
$87.2M
|
+$61.9M
|
+3,749,382
|
+300%
|
|
|
31
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$86.5M
|
+$142K
|
+8,586
|
+0.2%
|
|
|
32
|
Adams Wealth Management
Logan,
Utah
|
$84.5M
|
+$1.43M
|
+86,535
|
+2%
|
|
|
33
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$81.4M
|
+$2.16M
|
+130,785
|
+3%
|
|
|
34
|
Scarborough Advisors
Annapolis,
Maryland
|
$80.5M
|
+$9.87M
|
+597,957
|
+15%
|
|
|
35
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$77.4M
|
+$140K
|
+8,493
|
+0.2%
|
|
|
36
|
Bank of America
Charlotte,
North Carolina
|
$70.7M
|
+$4.94M
|
+298,947
|
+8%
|
|
|
37
|
Bangor Savings Bank
Bangor,
Maine
|
$70.3M
|
-$2.39M
|
-144,750
|
-3%
|
|
|
38
|
United Capital Financial Advisors
Irving,
Texas
|
$69.5M
|
-$3.54M
|
-214,515
|
-5%
|
|
|
39
|
Corient Private Wealth
Miami,
Florida
|
$69.1M
|
-$1.32M
|
-80,106
|
-2%
|
|
|
40
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$66.9M
|
+$3.03M
|
+183,639
|
+5%
|
|
|
41
|
AssetMark Inc
Concord,
California
|
$66M
|
-$5.54M
|
-335,832
|
-8%
|
|
|
42
|
Wealthspire Advisors (New York)
New York
|
$65.3M
|
+$9.08M
|
+550,107
|
+17%
|
|
|
43
|
Curi Wealth Management
Raleigh,
North Carolina
|
$61.5M
|
-$2.1M
|
-126,900
|
-3%
|
|
|
44
|
HB Wealth Management
Atlanta,
Georgia
|
$59.7M
|
+$1.78M
|
+107,790
|
+3%
|
|
|
45
|
AE Wealth Management
Topeka,
Kansas
|
$58.3M
|
-$725K
|
-43,935
|
-1%
|
|
|
46
|
Sequoia Financial Advisors
Akron,
Ohio
|
$56.2M
|
-$2.05M
|
-124,107
|
-4%
|
|
|
47
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$56M
|
+$1.18M
|
+71,304
|
+2%
|
|
|
48
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$55.1M
|
+$940K
|
+56,946
|
+2%
|
|
|
49
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$53.6M
|
+$50.7M
|
+3,072,006
|
New
|
|
|
50
|
|
$50.9M
|
-$491K
|
-29,721
|
-1%
|
|
