|
51
|
Meridian Wealth Partners
Exton,
Pennsylvania
|
$105M
|
+$1.91M
|
+66,906
|
+2%
|
|
|
52
|
Osaic Holdings
Scottsdale,
Arizona
|
$103M
|
+$5.32M
|
+186,278
|
+6%
|
|
|
53
|
|
$100M
|
+$16.1M
|
+564,424
|
+20%
|
|
|
54
|
Sims Investment Management
Cincinnati,
Ohio
|
$98.6M
|
+$1.25M
|
+43,812
|
+1%
|
|
|
55
|
Focus Partners Wealth
Boston,
Massachusetts
|
$97.9M
|
+$3.59M
|
+125,603
|
+4%
|
|
|
56
|
Choreo LLC
Rockford,
Illinois
|
$97.2M
|
-$1.02M
|
-35,857
|
-1%
|
|
|
57
|
HB Wealth Management
Atlanta,
Georgia
|
$92.6M
|
+$2.25M
|
+78,921
|
+3%
|
|
|
58
|
EP Wealth Advisors
Torrance,
California
|
$92.5M
|
-$1.22M
|
-42,772
|
-1%
|
|
|
59
|
Curi RMB Capital
Chicago,
Illinois
|
$91.7M
|
-$14.6M
|
-510,373
|
-14%
|
|
|
60
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$85.8M
|
+$2.37M
|
+83,115
|
+3%
|
|
|
61
|
Ameriprise
Minneapolis,
Minnesota
|
$84.9M
|
-$3.46M
|
-121,074
|
-4%
|
|
|
62
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$83.9M
|
+$2.21M
|
+77,447
|
+3%
|
|
|
63
|
Wealthspire Advisors (New York)
New York
|
$83.6M
|
+$510K
|
+17,856
|
+0.6%
|
|
|
64
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$83.5M
|
+$313K
|
+10,960
|
+0.4%
|
|
|
65
|
Cresset Asset Management
Chicago,
Illinois
|
$82.7M
|
+$137K
|
+4,808
|
+0.2%
|
|
|
66
|
Financial Solutions Advisory Group
Chicago,
Illinois
|
$79.5M
|
-$2.18M
|
-76,394
|
-3%
|
|
|
67
|
Baker Avenue Asset Management
San Francisco,
California
|
$78.9M
|
-$1.28M
|
-44,848
|
-2%
|
|
|
68
|
Standpoint Asset Management
Scottsdale,
Arizona
|
$75.5M
|
–
|
–
|
–
|
|
|
69
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$72M
|
+$2.75M
|
+96,271
|
+4%
|
|
|
70
|
CacheTech Inc
Logan,
Utah
|
$71.2M
|
+$4.6M
|
+160,989
|
+7%
|
|
|
71
|
Berger Financial Group
Plymouth,
Minnesota
|
$68.5M
|
-$1.14M
|
-39,979
|
-2%
|
|
|
72
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$65.4M
|
+$1.32M
|
+46,357
|
+2%
|
|
|
73
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$65.4M
|
+$1.32M
|
+46,357
|
+2%
|
|
|
74
|
Adams Wealth Management
Logan,
Utah
|
$64.9M
|
+$2.78M
|
+97,428
|
+5%
|
|
|
75
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$63.5M
|
-$3.57M
|
-124,960
|
-5%
|
|
