|
26
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$30.4M
|
+$3.08M
|
+110,268
|
+11%
|
|
|
27
|
Total Wealth Planning
Cincinnati,
Ohio
|
$29.7M
|
+$2.7M
|
+96,614
|
+10%
|
|
|
28
|
Wealthspire Advisors (New York)
New York
|
$28.6M
|
+$28.6M
|
+1,021,700
|
New
|
|
|
29
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$28.6M
|
+$625K
|
+22,350
|
+2%
|
|
|
30
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$28.6M
|
+$625K
|
+22,350
|
+2%
|
|
|
31
|
Ancora Advisors
Cleveland,
Ohio
|
$28.1M
|
+$1.03M
|
+36,870
|
+4%
|
|
|
32
|
Marotta Asset Management
Charlottesville,
Virginia
|
$27.2M
|
+$2.02M
|
+72,084
|
+8%
|
|
|
33
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$26.8M
|
+$481K
|
+17,216
|
+2%
|
|
|
34
|
Destination Wealth Management
Walnut Creek,
California
|
$26.3M
|
+$10.5M
|
+373,730
|
+66%
|
|
|
35
|
Osaic Holdings
Scottsdale,
Arizona
|
$25.1M
|
+$3.2M
|
+114,346
|
+15%
|
|
|
36
|
Financial Management Professionals
Austin,
Texas
|
$25.1M
|
-$3.59M
|
-128,260
|
-13%
|
|
|
37
|
Creative Planning
Overland Park,
Kansas
|
$23.9M
|
+$3.22M
|
+115,058
|
+16%
|
|
|
38
|
Bangor Savings Bank
Bangor,
Maine
|
$22M
|
-$4.84M
|
-172,956
|
-18%
|
|
|
39
|
SVA Wealth Management
Madison,
Wisconsin
|
$21M
|
-$645K
|
-23,080
|
-3%
|
|
|
40
|
Rational Advisors
Huntington,
New York
|
$18.4M
|
+$12.5M
|
+446,898
|
+212%
|
|
|
41
|
Leavell Investment Management
Mobile,
Alabama
|
$18.4M
|
+$771K
|
+27,562
|
+4%
|
|
|
42
|
Horan Capital Management
Hunt Valley,
Maryland
|
$18M
|
-$248K
|
-8,864
|
-1%
|
|
|
43
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$17.4M
|
+$853K
|
+30,506
|
+5%
|
|
|
44
|
WNY Asset Management
Williamsville,
New York
|
$16.6M
|
+$16.6M
|
+593,216
|
New
|
|
|
45
|
LPL Financial
San Diego,
California
|
$16.3M
|
+$845K
|
+30,210
|
+5%
|
|
|
46
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$16M
|
+$462K
|
+16,532
|
+3%
|
|
|
47
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$15.8M
|
-$26.2K
|
-938
|
-0.2%
|
|
|
48
|
Smith Anglin Financial
Dallas,
Texas
|
$15.7M
|
+$15.7M
|
+561,620
|
New
|
|
|
49
|
TAP Consulting
Kirkwood,
Missouri
|
$15.4M
|
+$2.12M
|
+75,702
|
+16%
|
|
|
50
|
|
$14.8M
|
+$14.7M
|
+526,490
|
New
|
|
