|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$192M
|
+$29M
|
+824,458
|
New
|
|
|
2
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$66.2M
|
+$2.2M
|
+62,343
|
+3%
|
|
|
3
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$53.9M
|
-$3.42M
|
-97,260
|
-6%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$49.5M
|
+$1.93M
|
+54,933
|
+4%
|
|
|
5
|
Tanglewood Wealth Management
Houston,
Texas
|
$31.5M
|
+$31M
|
+881,196
|
New
|
|
|
6
|
Willis Johnson & Associates
Houston,
Texas
|
$31.3M
|
+$30.8M
|
+874,613
|
New
|
|
|
7
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$17.9M
|
+$563K
|
+16,003
|
+3%
|
|
|
8
|
Intelligence Driven Advisers
Carlsbad,
California
|
$17.1M
|
-$1.71M
|
-48,687
|
-9%
|
|
|
9
|
Coyle Financial Counsel
Glenview,
Illinois
|
$13.9M
|
+$272K
|
+7,737
|
+2%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.8M
|
+$75.3K
|
+2,138
|
+0.6%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$12.4M
|
-$4.86K
|
-138
|
-0%
|
|
|
12
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$12.3M
|
+$12.1M
|
+344,028
|
New
|
|
|
13
|
Kestra Advisory Services
Austin,
Texas
|
$12.3M
|
-$146K
|
-4,135
|
-1%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$11.3M
|
+$1.39M
|
+39,439
|
+14%
|
|
|
15
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.98M
|
+$6.44K
|
+183
|
+0.1%
|
|
|
16
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$9.53M
|
-$586K
|
-16,651
|
-6%
|
|
|
17
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$8.79M
|
+$68.4K
|
+1,942
|
+0.8%
|
|
|
18
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$8.15M
|
+$139K
|
+3,949
|
+2%
|
|
|
19
|
Stokes Family Office
New Orleans,
Louisiana
|
$7.91M
|
+$333K
|
+9,454
|
+4%
|
|
|
20
|
Watchman Group
Plano,
Texas
|
$7.28M
|
+$149K
|
+4,230
|
+2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.13M
|
-$1.08M
|
-30,556
|
-13%
|
|
|
22
|
|
$7.01M
|
-$1.08M
|
-30,616
|
-14%
|
|
|
23
|
Mayport LLC
Newton,
Massachusetts
|
$6.88M
|
+$428K
|
+12,161
|
+7%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$6.61M
|
+$617K
|
+17,537
|
+10%
|
|
|
25
|
Bull Oak Capital
San Diego,
California
|
$6.6M
|
+$306K
|
+8,681
|
+5%
|
|
