|
26
|
Kestra Advisory Services
Austin,
Texas
|
$12.9M
|
+$5.3M
|
+149,220
|
+65%
|
|
|
27
|
Evernest Financial Advisors
Carmel,
Indiana
|
$12M
|
-$2.92M
|
-82,093
|
-19%
|
|
|
28
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12M
|
+$3.09M
|
+86,928
|
+32%
|
|
|
29
|
MML Investors Services
Springfield,
Massachusetts
|
$11.7M
|
+$2.42M
|
+68,016
|
+24%
|
|
|
30
|
Sweeney & Michel
Chico,
California
|
$11.6M
|
+$169K
|
+4,748
|
+1%
|
|
|
31
|
Natixis Advisors
Boston,
Massachusetts
|
$10.7M
|
+$4.54M
|
+127,758
|
+68%
|
|
|
32
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$10.6M
|
+$544K
|
+15,327
|
+5%
|
|
|
33
|
Pension & Wealth Management Advisors
Waltham,
Massachusetts
|
$10.2M
|
+$743K
|
+20,924
|
+7%
|
|
|
34
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$9.25M
|
+$540K
|
+15,216
|
+6%
|
|
|
35
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.88M
|
+$7.21M
|
+202,960
|
+340%
|
|
|
36
|
KWB Wealth
Redlands,
California
|
$7.49M
|
-$78.3K
|
-2,205
|
-1%
|
|
|
37
|
Mendota Financial Group
Madison,
Wisconsin
|
$6.29M
|
-$208K
|
-5,860
|
-3%
|
|
|
38
|
WJ Wealth Management
Glendale,
Arizona
|
$6.13M
|
-$5.01M
|
-141,186
|
-44%
|
|
|
39
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$6.07M
|
-$681K
|
-19,168
|
-10%
|
|
|
40
|
Johnson Bixby & Associates
Vancouver,
Washington
|
$5.47M
|
-$27.1M
|
-761,817
|
-82%
|
|
|
41
|
D.A. Davidson & Co
Great Falls,
Montana
|
$5.23M
|
-$2.8M
|
-78,715
|
-34%
|
|
|
42
|
Valmark Advisers
Akron,
Ohio
|
$5.15M
|
+$1.47M
|
+41,248
|
+37%
|
|
|
43
|
Burton Enright Welch
Walnut Creek,
California
|
$5.01M
|
+$316K
|
+8,886
|
+6%
|
|
|
44
|
Nations Financial Group
Cedar Rapids,
Iowa
|
$4.85M
|
+$1.92M
|
+54,018
|
+60%
|
|
|
45
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$4.72M
|
-$2.78M
|
-78,186
|
-36%
|
|
|
46
|
&Partners
Nashville,
Tennessee
|
$4.47M
|
+$2.69M
|
+75,629
|
+135%
|
|
|
47
|
Confluence Wealth Services
Mcmurray,
Pennsylvania
|
$4.36M
|
–
|
–
|
–
|
|
|
48
|
Greykasell Wealth Strategies
Danville,
California
|
$4.34M
|
+$845K
|
+23,787
|
+23%
|
|
|
49
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$4.05M
|
+$160K
|
+4,514
|
+4%
|
|
|
50
|
Rockefeller Capital Management
New York
|
$4.04M
|
+$695K
|
+19,566
|
+20%
|
|
