|
26
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$171M
|
+$3.28M
|
+129,196
|
+2%
|
|
|
27
|
Apriem Advisors
Irvine,
California
|
$169M
|
+$4.39M
|
+172,782
|
+3%
|
|
|
28
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$162M
|
+$454K
|
+17,862
|
+0.3%
|
|
|
29
|
Beacon Pointe Advisors
Newport Beach,
California
|
$158M
|
-$1.17M
|
-46,233
|
-0.8%
|
|
|
30
|
Wealthspire Advisors (New York)
New York
|
$151M
|
-$2.83M
|
-111,468
|
-2%
|
|
|
31
|
|
$150M
|
+$2.44M
|
+96,184
|
+2%
|
|
|
32
|
Corient Private Wealth
Miami,
Florida
|
$144M
|
-$14.4M
|
-566,319
|
-9%
|
|
|
33
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$138M
|
+$11.8M
|
+466,171
|
+10%
|
|
|
34
|
Financial Consulate
Hunt Valley,
Maryland
|
$135M
|
+$10.9M
|
+429,933
|
+9%
|
|
|
35
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$132M
|
+$3.47M
|
+136,646
|
+3%
|
|
|
36
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$131M
|
+$2.97M
|
+117,140
|
+2%
|
|
|
37
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$124M
|
-$870K
|
-34,271
|
-0.7%
|
|
|
38
|
Evermay Wealth Management
Arlington,
Virginia
|
$118M
|
-$1.65M
|
-64,815
|
-1%
|
|
|
39
|
Charles Schwab Trust
Henderson,
Nevada
|
$110M
|
+$6.82M
|
+268,464
|
+7%
|
|
|
40
|
Envestnet Asset Management
Chicago,
Illinois
|
$109M
|
-$235M
|
-9,243,500
|
-69%
|
|
|
41
|
Steele Capital Management
Dubuque,
Iowa
|
$103M
|
-$536K
|
-21,122
|
-0.5%
|
|
|
42
|
FSA Investment Group
Pensacola,
Florida
|
$96.9M
|
+$13.4K
|
+528
|
+0%
|
|
|
43
|
Curi RMB Capital
Chicago,
Illinois
|
$94.9M
|
-$1.97M
|
-77,635
|
-2%
|
|
|
44
|
Ameriprise
Minneapolis,
Minnesota
|
$91M
|
+$3.23M
|
+127,217
|
+4%
|
|
|
45
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$89.9M
|
+$11.8M
|
+465,244
|
+16%
|
|
|
46
|
Sims Investment Management
Cincinnati,
Ohio
|
$88.6M
|
+$2.13M
|
+83,888
|
+3%
|
|
|
47
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$82.6M
|
+$769K
|
+30,300
|
+1%
|
|
|
48
|
HB Wealth Management
Atlanta,
Georgia
|
$80.1M
|
+$1.12M
|
+44,177
|
+1%
|
|
|
49
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$76.7M
|
+$1.46M
|
+57,654
|
+2%
|
|
|
50
|
Farther Finance Advisors
San Francisco,
California
|
$76.1M
|
+$61.8M
|
+2,433,348
|
+532%
|
|
