|
26
|
Cresset Asset Management
Chicago,
Illinois
|
$125M
|
-$1.06M
|
-53,775
|
-0.9%
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$113M
|
+$9.86M
|
+500,607
|
+10%
|
|
|
28
|
|
$111M
|
+$4.46M
|
+226,593
|
+4%
|
|
|
29
|
Evermay Wealth Management
Arlington,
Virginia
|
$110M
|
-$1.14M
|
-57,669
|
-1%
|
|
|
30
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$102M
|
+$1.05M
|
+53,463
|
+1%
|
|
|
31
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$96.6M
|
+$26.5M
|
+1,347,378
|
+41%
|
|
|
32
|
Marcum Wealth
Cleveland,
Ohio
|
$95.2M
|
-$9.2M
|
-467,433
|
-9%
|
|
|
33
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$94.6M
|
-$4.62M
|
-234,918
|
-5%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$93.4M
|
+$5.23M
|
+265,860
|
+6%
|
|
|
35
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$93.4M
|
+$437K
|
+22,176
|
+0.5%
|
|
|
36
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$91.8M
|
+$1.69M
|
+86,007
|
+2%
|
|
|
37
|
Bangor Savings Bank
Bangor,
Maine
|
$77.6M
|
-$4.14M
|
-210,459
|
-5%
|
|
|
38
|
Curi RMB Capital
Chicago,
Illinois
|
$77.5M
|
+$73.8M
|
+3,746,970
|
New
|
|
|
39
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$73.5M
|
+$3.16M
|
+160,299
|
+5%
|
|
|
40
|
Financial Consulate
Hunt Valley,
Maryland
|
$71.9M
|
+$2.65M
|
+134,409
|
+4%
|
|
|
41
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$71M
|
+$19.9M
|
+1,012,683
|
+42%
|
|
|
42
|
Charles Schwab Trust
Henderson,
Nevada
|
$70.3M
|
+$7.38M
|
+374,955
|
+12%
|
|
|
43
|
Wealthspire Advisors (New York)
New York
|
$69.2M
|
-$3.73M
|
-189,510
|
-5%
|
|
|
44
|
Ameriprise
Minneapolis,
Minnesota
|
$68.6M
|
+$1.05M
|
+53,310
|
+2%
|
|
|
45
|
HB Wealth Management
Atlanta,
Georgia
|
$66.3M
|
-$3.98M
|
-202,242
|
-6%
|
|
|
46
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$65.5M
|
+$223K
|
+11,322
|
+0.4%
|
|
|
47
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$64.3M
|
-$820K
|
-41,637
|
-1%
|
|
|
48
|
Steele Capital Management
Dubuque,
Iowa
|
$63.9M
|
+$540K
|
+27,426
|
+0.9%
|
|
|
49
|
Sequoia Financial Advisors
Akron,
Ohio
|
$62.3M
|
-$1.74M
|
-88,263
|
-3%
|
|
|
50
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$61.8M
|
+$1.97M
|
+99,900
|
+3%
|
|
