|
26
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$126M
|
+$122M
|
+5,906,235
|
New
|
|
|
27
|
Bank of America
Charlotte,
North Carolina
|
$125M
|
+$7.17M
|
+346,773
|
+6%
|
|
|
28
|
Cresset Asset Management
Chicago,
Illinois
|
$121M
|
-$8.49M
|
-410,784
|
-7%
|
|
|
29
|
|
$117M
|
+$2.04M
|
+98,877
|
+2%
|
|
|
30
|
Evermay Wealth Management
Arlington,
Virginia
|
$112M
|
-$1.3M
|
-62,808
|
-1%
|
|
|
31
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$110M
|
+$35.4M
|
+1,715,352
|
+50%
|
|
|
32
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$107M
|
+$1.38M
|
+66,714
|
+1%
|
|
|
33
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$102M
|
+$2.29M
|
+110,646
|
+2%
|
|
|
34
|
Corient Private Wealth
Miami,
Florida
|
$102M
|
+$5.25M
|
+254,016
|
+6%
|
|
|
35
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$97.8M
|
+$1.12M
|
+54,303
|
+1%
|
|
|
36
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$97.2M
|
-$699K
|
-33,810
|
-0.7%
|
|
|
37
|
Marcum Wealth
Cleveland,
Ohio
|
$85M
|
-$13.1M
|
-634,665
|
-14%
|
|
|
38
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$85M
|
+$8.6M
|
+416,025
|
+12%
|
|
|
39
|
Steele Capital Management
Dubuque,
Iowa
|
$83.2M
|
+$16.3M
|
+788,955
|
+26%
|
|
|
40
|
American Trust
Lexington,
Kentucky
|
$81.4M
|
+$70.7M
|
+3,420,534
|
+898%
|
|
|
41
|
Curi RMB Capital
Chicago,
Illinois
|
$79.5M
|
-$765K
|
-37,020
|
-1%
|
|
|
42
|
Bangor Savings Bank
Bangor,
Maine
|
$79.3M
|
-$1.01M
|
-49,074
|
-1%
|
|
|
43
|
Financial Consulate
Hunt Valley,
Maryland
|
$74.8M
|
+$338K
|
+16,347
|
+0.5%
|
|
|
44
|
Ameriprise
Minneapolis,
Minnesota
|
$73.1M
|
+$1.92M
|
+93,045
|
+3%
|
|
|
45
|
Focus Partners Wealth
Boston,
Massachusetts
|
$72.1M
|
+$42.7M
|
+2,066,436
|
+166%
|
|
|
46
|
Charles Schwab Trust
Henderson,
Nevada
|
$71.9M
|
-$862K
|
-41,712
|
-1%
|
|
|
47
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$71.6M
|
+$7.33M
|
+354,600
|
+12%
|
|
|
48
|
HB Wealth Management
Atlanta,
Georgia
|
$68M
|
-$656K
|
-31,761
|
-1%
|
|
|
49
|
Wealthspire Advisors (New York)
New York
|
$67.8M
|
-$3.71M
|
-179,670
|
-5%
|
|
|
50
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$67.3M
|
-$487K
|
-23,562
|
-0.7%
|
|
