|
26
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$155M
|
+$3.48M
|
+153,842
|
+2%
|
|
|
27
|
Apriem Advisors
Irvine,
California
|
$152M
|
+$2.37M
|
+104,866
|
+2%
|
|
|
28
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$150M
|
-$1.27M
|
-56,109
|
-0.9%
|
|
|
29
|
Corient Private Wealth
Miami,
Florida
|
$148M
|
+$29.6M
|
+1,308,534
|
+28%
|
|
|
30
|
Beacon Pointe Advisors
Newport Beach,
California
|
$148M
|
+$1.18M
|
+52,341
|
+0.9%
|
|
|
31
|
Wealthspire Advisors (New York)
New York
|
$143M
|
-$5.45M
|
-241,002
|
-4%
|
|
|
32
|
|
$137M
|
-$13M
|
-575,942
|
-9%
|
|
|
33
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$119M
|
+$1.03M
|
+45,729
|
+0.9%
|
|
|
34
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$118M
|
-$34.4M
|
-1,523,751
|
-24%
|
|
|
35
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$117M
|
+$743K
|
+32,872
|
+0.7%
|
|
|
36
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$116M
|
+$2.11M
|
+93,282
|
+2%
|
|
|
37
|
Financial Consulate
Hunt Valley,
Maryland
|
$115M
|
+$13.2M
|
+585,217
|
+14%
|
|
|
38
|
Evermay Wealth Management
Arlington,
Virginia
|
$111M
|
-$10.6M
|
-467,556
|
-9%
|
|
|
39
|
Steele Capital Management
Dubuque,
Iowa
|
$96.3M
|
+$2.42M
|
+106,864
|
+3%
|
|
|
40
|
Charles Schwab Trust
Henderson,
Nevada
|
$95.2M
|
-$1.06M
|
-46,803
|
-1%
|
|
|
41
|
Curi RMB Capital
Chicago,
Illinois
|
$89.9M
|
-$3.59M
|
-158,719
|
-4%
|
|
|
42
|
FSA Investment Group
Pensacola,
Florida
|
$89.6M
|
+$53.6K
|
+2,371
|
+0.1%
|
|
|
43
|
Ameriprise
Minneapolis,
Minnesota
|
$81.2M
|
-$848K
|
-37,527
|
-1%
|
|
|
44
|
Sims Investment Management
Cincinnati,
Ohio
|
$80.2M
|
+$4.13M
|
+182,846
|
+6%
|
|
|
45
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$79.2M
|
-$18M
|
-798,300
|
-20%
|
|
|
46
|
EP Wealth Advisors
Torrance,
California
|
$76.8M
|
+$64.4M
|
+2,850,436
|
+976%
|
|
|
47
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$75.9M
|
+$2.13M
|
+94,281
|
+3%
|
|
|
48
|
HB Wealth Management
Atlanta,
Georgia
|
$73.3M
|
-$1.92M
|
-84,716
|
-3%
|
|
|
49
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$72.1M
|
+$194K
|
+8,590
|
+0.3%
|
|
|
50
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$69.8M
|
+$5.1M
|
+225,617
|
+9%
|
|
