|
26
|
Bank of America
Charlotte,
North Carolina
|
$136M
|
+$3.77M
|
+172,998
|
+3%
|
|
|
27
|
|
$135M
|
+$65M
|
+2,984,427
|
+100%
|
|
|
28
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$134M
|
+$478K
|
+21,939
|
+0.4%
|
|
|
29
|
Apriem Advisors
Irvine,
California
|
$132M
|
-$3.75M
|
-172,170
|
-3%
|
|
|
30
|
|
$125M
|
+$1.28M
|
+58,872
|
+1%
|
|
|
31
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$123M
|
+$6.85M
|
+314,580
|
+6%
|
|
|
32
|
Cresset Asset Management
Chicago,
Illinois
|
$123M
|
-$4.18M
|
-191,721
|
-3%
|
|
|
33
|
Corient Private Wealth
Miami,
Florida
|
$121M
|
+$12.7M
|
+584,985
|
+12%
|
|
|
34
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$120M
|
+$11.2M
|
+512,799
|
+11%
|
|
|
35
|
Evermay Wealth Management
Arlington,
Virginia
|
$116M
|
-$1.89M
|
-86,862
|
-2%
|
|
|
36
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$108M
|
-$4.17M
|
-191,601
|
-4%
|
|
|
37
|
Scarborough Advisors
Annapolis,
Maryland
|
$107M
|
+$103M
|
+4,719,990
|
New
|
|
|
38
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$103M
|
+$56.7K
|
+2,604
|
+0.1%
|
|
|
39
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$103M
|
-$30.6K
|
-1,404
|
-0%
|
|
|
40
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$94.3M
|
+$4.43M
|
+203,130
|
+5%
|
|
|
41
|
Curi RMB Capital
Chicago,
Illinois
|
$89.4M
|
+$5.34M
|
+244,854
|
+7%
|
|
|
42
|
Marcum Wealth
Cleveland,
Ohio
|
$87M
|
-$2.68M
|
-122,985
|
-3%
|
|
|
43
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$85.3M
|
+$9.38M
|
+430,500
|
+13%
|
|
|
44
|
Steele Capital Management
Dubuque,
Iowa
|
$83.9M
|
-$3.77M
|
-172,932
|
-4%
|
|
|
45
|
Financial Consulate
Hunt Valley,
Maryland
|
$83.5M
|
+$4.33M
|
+198,879
|
+6%
|
|
|
46
|
Charles Schwab Trust
Henderson,
Nevada
|
$81.5M
|
+$5.35M
|
+245,763
|
+7%
|
|
|
47
|
Bangor Savings Bank
Bangor,
Maine
|
$80.9M
|
-$2.74M
|
-125,919
|
-3%
|
|
|
48
|
Ameriprise
Minneapolis,
Minnesota
|
$76.7M
|
-$516K
|
-23,676
|
-0.7%
|
|
|
49
|
HB Wealth Management
Atlanta,
Georgia
|
$71.5M
|
-$265K
|
-12,153
|
-0.4%
|
|
|
50
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$70.6M
|
+$2.85M
|
+130,653
|
+4%
|
|
