|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$63.2M
|
-$41.2K
|
-1,198
|
-0.1%
|
|
|
2
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$56.6M
|
-$33.4M
|
-971,941
|
-38%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$46.9M
|
+$425K
|
+12,356
|
+0.9%
|
|
|
4
|
Intelligence Driven Advisers
Carlsbad,
California
|
$18.6M
|
-$750K
|
-21,817
|
-4%
|
|
|
5
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$17.1M
|
+$831K
|
+24,180
|
+5%
|
|
|
6
|
Coyle Financial Counsel
Glenview,
Illinois
|
$13M
|
–
|
–
|
–
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.6M
|
+$225K
|
+6,540
|
+2%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$12.3M
|
-$6.29K
|
-183
|
-0.1%
|
|
|
9
|
Kestra Advisory Services
Austin,
Texas
|
$12.2M
|
+$928K
|
+26,997
|
+8%
|
|
|
10
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$9.99M
|
-$299K
|
-8,689
|
-3%
|
|
|
11
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.85M
|
+$12.2K
|
+354
|
+0.1%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$9.73M
|
+$1.78M
|
+51,808
|
+23%
|
|
|
13
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$8.93M
|
+$1.87M
|
+54,366
|
+29%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.12M
|
+$1.67M
|
+48,514
|
+27%
|
|
|
15
|
|
$8M
|
-$1.11M
|
-32,203
|
-12%
|
|
|
16
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.91M
|
+$957K
|
+27,849
|
+14%
|
|
|
17
|
Stokes Family Office
New Orleans,
Louisiana
|
$7.48M
|
+$488K
|
+14,207
|
+7%
|
|
|
18
|
Watchman Group
Plano,
Texas
|
$7.04M
|
+$147K
|
+4,277
|
+2%
|
|
|
19
|
Investment Planning Advisors
Cumming,
Georgia
|
$6.37M
|
+$6.2M
|
+180,291
|
New
|
|
|
20
|
Mayport LLC
Newton,
Massachusetts
|
$6.36M
|
+$433K
|
+12,597
|
+8%
|
|
|
21
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$6.25M
|
+$140K
|
+4,075
|
+2%
|
|
|
22
|
Bull Oak Capital
San Diego,
California
|
$6.2M
|
+$790K
|
+23,004
|
+15%
|
|
|
23
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$6.19M
|
+$50.1K
|
+1,459
|
+0.8%
|
|
|
24
|
|
$6.15M
|
-$13.4M
|
-389,311
|
-69%
|
|
|
25
|
Great Valley Advisor Group
Wilmington,
Delaware
|
$6.09M
|
+$205K
|
+5,979
|
+4%
|
|
