|
26
|
LPL Financial
San Diego,
California
|
$151M
|
-$4.36M
|
-187,203
|
-3%
|
|
|
27
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$141M
|
+$10.2M
|
+439,500
|
+7%
|
|
|
28
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$137M
|
+$4.69M
|
+201,571
|
+3%
|
|
|
29
|
|
$136M
|
+$131K
|
+5,645
|
+0.1%
|
|
|
30
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$136M
|
+$7.08M
|
+304,048
|
+5%
|
|
|
31
|
Apriem Advisors
Irvine,
California
|
$135M
|
+$5.85M
|
+251,287
|
+4%
|
|
|
32
|
Wealthspire Advisors (New York)
New York
|
$134M
|
+$69.2M
|
+2,974,256
|
+96%
|
|
|
33
|
Beacon Pointe Advisors
Newport Beach,
California
|
$132M
|
-$4.52M
|
-194,223
|
-3%
|
|
|
34
|
Evermay Wealth Management
Arlington,
Virginia
|
$111M
|
-$1.75M
|
-75,322
|
-1%
|
|
|
35
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$107M
|
+$2.98M
|
+128,150
|
+3%
|
|
|
36
|
Corient Private Wealth
Miami,
Florida
|
$105M
|
-$4.17M
|
-178,946
|
-4%
|
|
|
37
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$105M
|
+$2.25M
|
+96,681
|
+2%
|
|
|
38
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$102M
|
+$72.6K
|
+3,117
|
+0.1%
|
|
|
39
|
Financial Consulate
Hunt Valley,
Maryland
|
$90.9M
|
+$8.39M
|
+360,433
|
+10%
|
|
|
40
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$89.2M
|
+$6.22M
|
+267,000
|
+7%
|
|
|
41
|
Charles Schwab Trust
Henderson,
Nevada
|
$87.1M
|
+$8.9M
|
+382,485
|
+11%
|
|
|
42
|
Curi RMB Capital
Chicago,
Illinois
|
$84.7M
|
+$172K
|
+7,377
|
+0.2%
|
|
|
43
|
Steele Capital Management
Dubuque,
Iowa
|
$84.7M
|
+$1.04M
|
+44,638
|
+1%
|
|
|
44
|
Leverty Financial Group
Hudson,
Wisconsin
|
$83.5M
|
+$27.5M
|
+1,179,570
|
+45%
|
|
|
45
|
FSA Investment Group
Pensacola,
Florida
|
$80.9M
|
+$4.5M
|
+193,295
|
+6%
|
|
|
46
|
Marcum Wealth
Cleveland,
Ohio
|
$79.9M
|
-$2.45M
|
-105,249
|
-3%
|
|
|
47
|
Ameriprise
Minneapolis,
Minnesota
|
$74.7M
|
-$2.77M
|
-119,159
|
-3%
|
|
|
48
|
Bangor Savings Bank
Bangor,
Maine
|
$71M
|
-$6.85M
|
-294,084
|
-8%
|
|
|
49
|
Cresset Asset Management
Chicago,
Illinois
|
$68.9M
|
-$17.7M
|
-762,343
|
-20%
|
|
|
50
|
Sims Investment Management
Cincinnati,
Ohio
|
$68.4M
|
+$21.7M
|
+932,616
|
+43%
|
|
