|
51
|
Oarsman Capital
Milwaukee,
Wisconsin
|
$28M
|
+$2.57M
|
+44,673
|
+10%
|
|
|
52
|
Corient Private Wealth
Miami,
Florida
|
$27.4M
|
+$1.14M
|
+19,794
|
+4%
|
|
|
53
|
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
$27.2M
|
+$1.52M
|
+26,385
|
+6%
|
|
|
54
|
Global Retirement Partners
San Rafael,
California
|
$27.2M
|
-$476K
|
-8,279
|
-2%
|
|
|
55
|
Cahaba Wealth Management
Atlanta,
Georgia
|
$26.2M
|
+$818K
|
+14,242
|
+3%
|
|
|
56
|
D.J. St. Germain
Springfield,
Massachusetts
|
$25.7M
|
+$915K
|
+15,937
|
+4%
|
|
|
57
|
Envestnet Portfolio Solutions
Chicago,
Illinois
|
$25.2M
|
+$1.21M
|
+21,102
|
+5%
|
|
|
58
|
AssetMark Inc
Concord,
California
|
$24.7M
|
-$229K
|
-3,980
|
-0.9%
|
|
|
59
|
Financial Strategies Group
Okemos,
Michigan
|
$24.4M
|
+$483K
|
+8,417
|
+2%
|
|
|
60
|
Waverly Advisors
Birmingham,
Alabama
|
$24.1M
|
+$3.38M
|
+58,834
|
+16%
|
|
|
61
|
First National Trust
Hermitage,
Pennsylvania
|
$23.7M
|
+$1.39M
|
+24,167
|
+6%
|
|
|
62
|
Integrity Advisory Solutions
Dallas,
Texas
|
$22.9M
|
-$573K
|
-9,972
|
-2%
|
|
|
63
|
Reston Wealth Management
Reston,
Virginia
|
$22.2M
|
+$340K
|
+5,920
|
+2%
|
|
|
64
|
RFG Advisory
Birmingham,
Alabama
|
$22.1M
|
-$1.55M
|
-27,042
|
-7%
|
|
|
65
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$21.5M
|
-$20.2K
|
-352
|
-0.1%
|
|
|
66
|
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
$20.7M
|
-$4.27M
|
-74,316
|
-17%
|
|
|
67
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$20.1M
|
+$1.63M
|
+28,314
|
+9%
|
|
|
68
|
Rockefeller Capital Management
New York
|
$19.9M
|
+$2.95M
|
+51,423
|
+18%
|
|
|
69
|
Crews Bank & Trust
Wauchula,
Florida
|
$19.8M
|
-$1.9M
|
-32,997
|
-9%
|
|
|
70
|
Savant Capital
Rockford,
Illinois
|
$18.2M
|
-$4.06M
|
-70,655
|
-18%
|
|
|
71
|
Mariner
Overland Park,
Kansas
|
$18.2M
|
+$1.04M
|
+18,115
|
+6%
|
|
|
72
|
Geneos Wealth Management
Englewood,
Colorado
|
$18.2M
|
+$1.47M
|
+25,678
|
+9%
|
|
|
73
|
Evermay Wealth Management
Arlington,
Virginia
|
$17.8M
|
+$1.12M
|
+19,553
|
+7%
|
|
|
74
|
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
|
$17.4M
|
+$4.5M
|
+78,279
|
+35%
|
|
|
75
|
Shepherd Financial Partners
Winchester,
Massachusetts
|
$17.4M
|
+$732K
|
+12,741
|
+4%
|
|
