|
26
|
Cadence Wealth Management
Westborough,
Massachusetts
|
$13.8M
|
+$11.4M
|
+167,458
|
+373%
|
|
|
27
|
Wells Fargo
San Francisco,
California
|
$13.8M
|
+$214K
|
+3,150
|
+2%
|
|
|
28
|
Deane Retirement Strategies
New Orleans,
Louisiana
|
$11.1M
|
+$11.7M
|
+172,424
|
New
|
|
|
29
|
North Ridge Wealth Advisors
Beaverton,
Oregon
|
$10.2M
|
+$180K
|
+2,638
|
+2%
|
|
|
30
|
H&H Retirement Design & Management
Las Vegas,
Nevada
|
$9.98M
|
-$2.29M
|
-33,672
|
-18%
|
|
|
31
|
Ameriprise
Minneapolis,
Minnesota
|
$9.55M
|
+$3.2M
|
+46,959
|
+47%
|
|
|
32
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.31M
|
-$790K
|
-11,608
|
-8%
|
|
|
33
|
Osaic Holdings
Scottsdale,
Arizona
|
$8.64M
|
+$1.67M
|
+24,561
|
+23%
|
|
|
34
|
Sellwood Investment Partners
Portland,
Oregon
|
$8.33M
|
+$366K
|
+5,377
|
+4%
|
|
|
35
|
Causey Wealth LLC
Greenwood Village,
Colorado
|
$7.65M
|
+$516K
|
+7,578
|
+7%
|
|
|
36
|
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
|
$7.38M
|
+$325K
|
+4,769
|
+4%
|
|
|
37
|
Northern Trust
Chicago,
Illinois
|
$6.94M
|
-$301K
|
-4,416
|
-4%
|
|
|
38
|
Professional Financial Management
Appleton,
Wisconsin
|
$6.84M
|
+$7.17M
|
+105,283
|
New
|
|
|
39
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$6.19M
|
-$1.74M
|
-25,507
|
-21%
|
|
|
40
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$6.11M
|
+$50.9K
|
+748
|
+0.8%
|
|
|
41
|
Fermata Advisors
Sonoma,
California
|
$5.82M
|
-$334K
|
-4,901
|
-5%
|
|
|
42
|
Advisory Services Network
Atlanta,
Georgia
|
$5.74M
|
+$1.17M
|
+17,245
|
+24%
|
|
|
43
|
Clear Investment Research
Alpharetta,
Georgia
|
$5.43M
|
-$164K
|
-2,406
|
-3%
|
|
|
44
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$5.43M
|
+$5.51M
|
+80,935
|
+3,150%
|
|
|
45
|
UBS Group
Zurich,
Switzerland
|
$5.04M
|
-$40.8K
|
-599
|
-0.8%
|
|
|
46
|
Tectonic Advisors
Frisco,
Texas
|
$4.8M
|
+$507K
|
+7,446
|
+11%
|
|
|
47
|
Retirement Financial Solutions
Knoxville,
Tennessee
|
$4.35M
|
-$3.78M
|
-55,588
|
-45%
|
|
|
48
|
Sankala Group
Lyons,
Colorado
|
$3.77M
|
+$3.71M
|
+54,489
|
New
|
|
|
49
|
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
$3.67M
|
–
|
–
|
–
|
|
|
50
|
Legacy Private Trust
Neenah,
Wisconsin
|
$3.66M
|
-$7.78M
|
-114,250
|
-67%
|
|
