|
26
|
Beacon Pointe Advisors
Newport Beach,
California
|
$199M
|
+$35.1M
|
+1,306,884
|
+20%
|
|
|
27
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$194M
|
+$12.2M
|
+454,867
|
+6%
|
|
|
28
|
LPL Financial
San Diego,
California
|
$193M
|
-$4.25M
|
-158,474
|
-2%
|
|
|
29
|
Vantagepoint Investment Advisers
Washington,
District of Columbia
|
$191M
|
-$3.61M
|
-134,564
|
-2%
|
|
|
30
|
AssetMark Inc
Concord,
California
|
$167M
|
+$69.6K
|
+2,595
|
+0%
|
|
|
31
|
Corient Private Wealth
Miami,
Florida
|
$165M
|
-$9.09M
|
-338,711
|
-5%
|
|
|
32
|
Apriem Advisors
Irvine,
California
|
$144M
|
-$14.3M
|
-534,325
|
-9%
|
|
|
33
|
Northwest Quadrant Wealth Management
Bend,
Oregon
|
$136M
|
-$176K
|
-6,550
|
-0.1%
|
|
|
34
|
Financial Consulate
Hunt Valley,
Maryland
|
$133M
|
-$262K
|
-9,771
|
-0.2%
|
|
|
35
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$132M
|
+$1.57M
|
+58,533
|
+1%
|
|
|
36
|
Farther Finance Advisors
San Francisco,
California
|
$127M
|
+$25.5M
|
+952,260
|
+24%
|
|
|
37
|
BlueSky Wealth Advisors
New Bern,
North Carolina
|
$125M
|
-$35.7M
|
-1,330,182
|
-21%
|
|
|
38
|
Orgel Wealth Management
Altoona,
Wisconsin
|
$120M
|
+$314K
|
+11,704
|
+0.3%
|
|
|
39
|
Evermay Wealth Management
Arlington,
Virginia
|
$112M
|
-$1.79M
|
-66,827
|
-2%
|
|
|
40
|
Envestnet Asset Management
Chicago,
Illinois
|
$107M
|
+$62M
|
+2,311,536
|
+125%
|
|
|
41
|
Charles Schwab Trust
Henderson,
Nevada
|
$107M
|
-$1.46M
|
-54,606
|
-1%
|
|
|
42
|
Steele Capital Management
Dubuque,
Iowa
|
$105M
|
+$2.62M
|
+97,756
|
+2%
|
|
|
43
|
AQR Capital Management
Greenwich,
Connecticut
|
$102M
|
+$32.6M
|
+1,214,137
|
+44%
|
|
|
44
|
FSA Investment Group
Pensacola,
Florida
|
$97.4M
|
+$6.81M
|
+253,826
|
+7%
|
|
|
45
|
Curi RMB Capital
Chicago,
Illinois
|
$93M
|
+$1.75M
|
+65,360
|
+2%
|
|
|
46
|
Greenwood Gearhart
Fayetteville,
Arkansas
|
$90.3M
|
-$32.9M
|
-1,225,524
|
-26%
|
|
|
47
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$89.8M
|
+$2.54M
|
+94,697
|
+3%
|
|
|
48
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$89.4M
|
+$9.01M
|
+335,793
|
+11%
|
|
|
49
|
Choreo LLC
Rockford,
Illinois
|
$85.6M
|
+$54.8M
|
+2,042,836
|
+158%
|
|
|
50
|
Osaic Holdings
Scottsdale,
Arizona
|
$85.2M
|
+$14.1M
|
+524,003
|
+19%
|
|
