|
26
|
|
$143M
|
+$14.6M
|
+626,387
|
+11%
|
|
|
27
|
|
$140M
|
+$1.4M
|
+59,915
|
+1%
|
|
|
28
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$139M
|
+$1.46M
|
+62,511
|
+1%
|
|
|
29
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$137M
|
+$14.7M
|
+629,120
|
+12%
|
|
|
30
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$136M
|
+$9.74M
|
+417,864
|
+8%
|
|
|
31
|
Apriem Advisors
Irvine,
California
|
$136M
|
+$858K
|
+36,828
|
+0.6%
|
|
|
32
|
Evermay Wealth Management
Arlington,
Virginia
|
$118M
|
-$1.32M
|
-56,834
|
-1%
|
|
|
33
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$109M
|
+$12.6M
|
+542,552
|
+13%
|
|
|
34
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$108M
|
+$1.57M
|
+67,336
|
+1%
|
|
|
35
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$107M
|
+$2.11M
|
+90,609
|
+2%
|
|
|
36
|
Corient Private Wealth
Miami,
Florida
|
$106M
|
-$10.1M
|
-433,237
|
-8%
|
|
|
37
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$97.4M
|
+$27.3M
|
+1,171,590
|
+39%
|
|
|
38
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$95.5M
|
-$15.5M
|
-663,025
|
-14%
|
|
|
39
|
Cresset Asset Management
Chicago,
Illinois
|
$90M
|
-$36.7M
|
-1,576,236
|
-29%
|
|
|
40
|
Curi RMB Capital
Chicago,
Illinois
|
$88.8M
|
-$2.89M
|
-124,032
|
-3%
|
|
|
41
|
Steele Capital Management
Dubuque,
Iowa
|
$87.7M
|
+$1.86M
|
+79,951
|
+2%
|
|
|
42
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$87.5M
|
–
|
–
|
–
|
|
|
43
|
Financial Consulate
Hunt Valley,
Maryland
|
$87.1M
|
+$1.52M
|
+65,251
|
+2%
|
|
|
44
|
Marcum Wealth
Cleveland,
Ohio
|
$86.3M
|
-$2.82M
|
-121,096
|
-3%
|
|
|
45
|
Charles Schwab Trust
Henderson,
Nevada
|
$82.5M
|
-$990K
|
-42,478
|
-1%
|
|
|
46
|
Bangor Savings Bank
Bangor,
Maine
|
$81.3M
|
-$1.58M
|
-67,951
|
-2%
|
|
|
47
|
Scarborough Advisors
Annapolis,
Maryland
|
$80.7M
|
-$28.9M
|
-1,240,306
|
-26%
|
|
|
48
|
FSA Investment Group
Pensacola,
Florida
|
$80.1M
|
+$80.8M
|
+3,468,665
|
New
|
|
|
49
|
Ameriprise
Minneapolis,
Minnesota
|
$79.6M
|
+$2.21M
|
+94,796
|
+3%
|
|
|
50
|
Wealthspire Advisors (New York)
New York
|
$72.1M
|
-$101K
|
-4,339
|
-0.1%
|
|
