|
26
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$27.4M
|
+$2.14M
|
+91,962
|
+9%
|
|
|
27
|
Theory Financial
Fort Collins,
Colorado
|
$25.8M
|
+$2.51M
|
+108,008
|
+11%
|
|
|
28
|
Apriem Advisors
Irvine,
California
|
$25.7M
|
-$594K
|
-25,512
|
-2%
|
|
|
29
|
Mercer Global Advisors
Denver,
Colorado
|
$25.2M
|
-$3.02M
|
-129,970
|
-11%
|
|
|
30
|
Towercrest Capital Management
Newtown,
Pennsylvania
|
$24.3M
|
+$1.34M
|
+57,566
|
+6%
|
|
|
31
|
United Capital Financial Advisors
Irving,
Texas
|
$24.2M
|
-$732K
|
-31,450
|
-3%
|
|
|
32
|
Alliance Wealth Management Group
Flemington,
New Jersey
|
$23.6M
|
+$1.34M
|
+57,656
|
+6%
|
|
|
33
|
American Trust
Lexington,
Kentucky
|
$22M
|
-$3.51M
|
-150,796
|
-14%
|
|
|
34
|
Austin Private Wealth
Austin,
Texas
|
$21.9M
|
+$6.87M
|
+295,310
|
+46%
|
|
|
35
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$21.2M
|
-$9M
|
-386,742
|
-30%
|
|
|
36
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$18.2M
|
+$63.3K
|
+2,720
|
+0.4%
|
|
|
37
|
New York Life Investment Management
New York
|
$18.1M
|
+$834K
|
+35,862
|
+5%
|
|
|
38
|
Larson Financial Group
St Louis,
Missouri
|
$16.7M
|
-$119K
|
-5,096
|
-0.7%
|
|
|
39
|
Financial Life Advisors
San Antonio,
Texas
|
$16.5M
|
-$4.02M
|
-172,738
|
-20%
|
|
|
40
|
One Wealth Advisors
San Francisco,
California
|
$16.2M
|
+$5.01M
|
+215,254
|
+45%
|
|
|
41
|
Mariner
Overland Park,
Kansas
|
$16M
|
-$771K
|
-33,158
|
-5%
|
|
|
42
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$15.8M
|
+$2M
|
+86,104
|
+15%
|
|
|
43
|
Tenret Company
Tampa,
Florida
|
$15.5M
|
+$376K
|
+16,180
|
+3%
|
|
|
44
|
Waterford Advisors
Orchard Park,
New York
|
$15.1M
|
+$350K
|
+15,064
|
+2%
|
|
|
45
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$15M
|
+$751K
|
+32,260
|
+5%
|
|
|
46
|
KilterHowling LLC
Boulder,
Colorado
|
$14.4M
|
+$6.63M
|
+284,822
|
+87%
|
|
|
47
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.3M
|
-$40.9K
|
-1,756
|
-0.3%
|
|
|
48
|
Blue Trust Inc
Alpharetta,
Georgia
|
$14M
|
+$5.29M
|
+227,192
|
+59%
|
|
|
49
|
FAS Wealth Partners
Leawood,
Kansas
|
$13.9M
|
+$1.92M
|
+82,574
|
+16%
|
|
|
50
|
Members Advisory Group
Williamsville,
New York
|
$13.7M
|
+$380K
|
+16,324
|
+3%
|
|
