|
26
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$547K
|
+$82.3K
|
+3,335
|
+17%
|
|
|
27
|
Precedent Wealth Partners
Houston,
Texas
|
$501K
|
–
|
–
|
–
|
|
|
28
|
Tassel Capital Management
Matthews,
North Carolina
|
$401K
|
+$3.58K
|
+145
|
+0.9%
|
|
|
29
|
United Capital Financial Advisors
Irving,
Texas
|
$386K
|
+$70K
|
+2,837
|
+22%
|
|
|
30
|
Yarger Wealth Strategies
Westerville,
Ohio
|
$385K
|
+$3.41K
|
+138
|
+0.9%
|
|
|
31
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$343K
|
+$151K
|
+6,129
|
+76%
|
|
|
32
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$338K
|
-$261K
|
-10,579
|
-43%
|
|
|
33
|
Jacobi Capital Management
Pittston,
Pennsylvania
|
$295K
|
–
|
–
|
–
|
|
|
34
|
MML Investors Services
Springfield,
Massachusetts
|
$262K
|
-$35.9K
|
-1,456
|
-12%
|
|
|
35
|
Bill Few Associates
Pittsburgh,
Pennsylvania
|
$229K
|
+$233K
|
+9,420
|
New
|
|
|
36
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$213K
|
+$1.68K
|
+68
|
+0.8%
|
|
|
37
|
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
|
$203K
|
-$5.01K
|
-203
|
-2%
|
|
|
38
|
Asset Dedication LLC
San Francisco,
California
|
$171K
|
-$347K
|
-14,059
|
-67%
|
|
|
39
|
Golden State Equity Partners
South Coast Metro,
California
|
$141K
|
+$143K
|
+5,800
|
New
|
|
|
40
|
First Command Advisory Services
Fort Worth,
Texas
|
$130K
|
–
|
–
|
–
|
|
|
41
|
Larson Financial Group
St Louis,
Missouri
|
$113K
|
–
|
–
|
–
|
|
|
42
|
Jones Financial Companies
Des Peres,
Missouri
|
$98.8K
|
+$101K
|
+4,099
|
New
|
|
|
43
|
IFP Advisors
Tampa,
Florida
|
$84.9K
|
–
|
–
|
–
|
|
|
44
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$40.1K
|
+$40.8K
|
+1,654
|
New
|
|
|
45
|
Root Financial Partners
Encinitas,
California
|
$3.27K
|
+$3.33K
|
+135
|
New
|
|
|
46
|
|
–
|
-$808K
|
-32,887
|
Closed
|
|
|
47
|
Koss-Olinger Consulting
Gainesville,
Florida
|
–
|
-$553K
|
-22,510
|
Closed
|
|
|
48
|
|
–
|
-$505K
|
-20,532
|
Closed
|
|
|
49
|
J.W. Cole Advisors
Tampa,
Florida
|
–
|
-$346K
|
-14,087
|
Closed
|
|
|
50
|
|
–
|
-$330K
|
-13,406
|
Closed
|
|
