|
26
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$192M
|
+$17.7M
|
+663,721
|
+10%
|
|
|
27
|
Corient Private Wealth
Miami,
Florida
|
$190M
|
+$42.2M
|
+1,578,858
|
+29%
|
|
|
28
|
AssetMark Inc
Concord,
California
|
$175M
|
-$29.5M
|
-1,104,161
|
-14%
|
|
|
29
|
Beacon Pointe Advisors
Newport Beach,
California
|
$174M
|
+$12.4M
|
+465,022
|
+8%
|
|
|
30
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$167M
|
+$1.66M
|
+62,149
|
+1%
|
|
|
31
|
Apriem Advisors
Irvine,
California
|
$166M
|
-$6.37M
|
-238,596
|
-4%
|
|
|
32
|
|
$162M
|
+$8.28M
|
+310,042
|
+5%
|
|
|
33
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$143M
|
+$1.79M
|
+66,926
|
+1%
|
|
|
34
|
Financial Consulate
Hunt Valley,
Maryland
|
$140M
|
+$1.84M
|
+68,869
|
+1%
|
|
|
35
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$137M
|
+$1.39M
|
+52,009
|
+1%
|
|
|
36
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$128M
|
-$5.6M
|
-209,852
|
-4%
|
|
|
37
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$126M
|
-$342K
|
-12,789
|
-0.3%
|
|
|
38
|
Evermay Wealth Management
Arlington,
Virginia
|
$119M
|
-$1.18M
|
-44,087
|
-1%
|
|
|
39
|
Charles Schwab Trust
Henderson,
Nevada
|
$113M
|
+$1.36M
|
+50,745
|
+1%
|
|
|
40
|
Steele Capital Management
Dubuque,
Iowa
|
$107M
|
+$1.86M
|
+69,493
|
+2%
|
|
|
41
|
Farther Finance Advisors
San Francisco,
California
|
$107M
|
+$28.9M
|
+1,081,148
|
+37%
|
|
|
42
|
Curi RMB Capital
Chicago,
Illinois
|
$95.8M
|
-$1.07M
|
-39,969
|
-1%
|
|
|
43
|
FSA Investment Group
Pensacola,
Florida
|
$95.4M
|
-$3.2M
|
-119,691
|
-3%
|
|
|
44
|
Ameriprise
Minneapolis,
Minnesota
|
$93.8M
|
+$842K
|
+31,527
|
+0.9%
|
|
|
45
|
Sims Investment Management
Cincinnati,
Ohio
|
$92M
|
+$1.52M
|
+57,063
|
+2%
|
|
|
46
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$91.6M
|
-$241K
|
-9,023
|
-0.3%
|
|
|
47
|
EP Wealth Advisors
Torrance,
California
|
$86.6M
|
+$85.9M
|
+3,216,726
|
New
|
|
|
48
|
Focus Partners Wealth
Boston,
Massachusetts
|
$86.2M
|
+$15.3M
|
+571,987
|
+22%
|
|
|
49
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$84.8M
|
+$415K
|
+15,546
|
+0.5%
|
|
|
50
|
HB Wealth Management
Atlanta,
Georgia
|
$81.6M
|
-$302K
|
-11,309
|
-0.4%
|
|
