|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$44.7M
|
+$2.88M
|
+105,227
|
+7%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$19.5M
|
+$18.1M
|
+659,711
|
+1,440%
|
|
|
3
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$12M
|
-$44.4K
|
-1,619
|
-0.4%
|
|
|
4
|
Coyle Financial Counsel
Glenview,
Illinois
|
$9.81M
|
-$494K
|
-18,033
|
-5%
|
|
|
5
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.93M
|
+$192K
|
+7,006
|
+2%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$8.69M
|
+$2.88M
|
+105,246
|
+50%
|
|
|
7
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$5.39M
|
+$161K
|
+5,859
|
+3%
|
|
|
8
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$5.15M
|
-$1.99M
|
-72,704
|
-28%
|
|
|
9
|
Bull Oak Capital
San Diego,
California
|
$3.62M
|
-$301K
|
-10,986
|
-8%
|
|
|
10
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.96M
|
-$1.38M
|
-50,514
|
-32%
|
|
|
11
|
Stegent Equity Advisors
Houston,
Texas
|
$2.83M
|
+$1.95M
|
+71,116
|
+225%
|
|
|
12
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$2.5M
|
–
|
–
|
–
|
|
|
13
|
Smallwood Wealth Investment Management
Red Bank,
New Jersey
|
$2.34M
|
+$888K
|
+32,428
|
+62%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$2.33M
|
+$1.85M
|
+67,553
|
+398%
|
|
|
15
|
Quarry Hill Advisors
St Paul,
Minnesota
|
$2.01M
|
+$1.99M
|
+72,792
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.9M
|
+$53.1K
|
+1,938
|
+3%
|
|
|
17
|
Mayport LLC
Newton,
Massachusetts
|
$1.56M
|
+$454K
|
+16,554
|
+42%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.49M
|
+$27.7K
|
+1,010
|
+2%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$1.47M
|
-$123K
|
-4,484
|
-8%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$1.34M
|
+$622K
|
+22,705
|
+88%
|
|
|
21
|
Discovery Capital Management
South Norwalk,
Connecticut
|
$1.29M
|
+$1.28M
|
+46,804
|
New
|
|
|
22
|
|
$1.18M
|
+$826K
|
+30,160
|
+236%
|
|
|
23
|
Magnus Financial Group
New York
|
$1.07M
|
+$1.07M
|
+38,892
|
New
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$759K
|
-$648K
|
-23,660
|
-46%
|
|
|
25
|
Beacon Pointe Advisors
Newport Beach,
California
|
$717K
|
+$712K
|
+26,000
|
New
|
|
