|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$82.7M
|
+$8.49M
|
+243,547
|
+12%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$45M
|
-$2.22M
|
-63,654
|
-5%
|
|
|
3
|
Willis Johnson & Associates
Houston,
Texas
|
$33M
|
+$1.26M
|
+36,145
|
+4%
|
|
|
4
|
Tanglewood Wealth Management
Houston,
Texas
|
$26.1M
|
+$5.85M
|
+167,839
|
+29%
|
|
|
5
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$20.5M
|
-$22.3M
|
-640,556
|
-52%
|
|
|
6
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$18.1M
|
-$54.4K
|
-1,561
|
-0.3%
|
|
|
7
|
Coyle Financial Counsel
Glenview,
Illinois
|
$17.4M
|
+$1.29M
|
+36,916
|
+8%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$13.7M
|
+$274K
|
+7,853
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$13.5M
|
+$2.11M
|
+60,682
|
+19%
|
|
|
10
|
Yardley Wealth Management
Yardley,
Pennsylvania
|
$12.8M
|
-$1.8M
|
-51,641
|
-12%
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$12.8M
|
+$326K
|
+9,346
|
+3%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$12.8M
|
+$437K
|
+12,553
|
+4%
|
|
|
13
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$12M
|
+$1.06M
|
+30,555
|
+10%
|
|
|
14
|
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
|
$11.9M
|
+$1.14M
|
+32,800
|
+11%
|
|
|
15
|
Intelligence Driven Advisers
Carlsbad,
California
|
$11.8M
|
-$113K
|
-3,252
|
-1%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.35M
|
-$163K
|
-4,668
|
-2%
|
|
|
17
|
Commonwealth Financial Services
Vienna,
West Virginia
|
$9.03M
|
+$18.3K
|
+526
|
+0.2%
|
|
|
18
|
Mayport LLC
Newton,
Massachusetts
|
$8.73M
|
+$1.1M
|
+31,595
|
+15%
|
|
|
19
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$8.73M
|
-$131K
|
-3,773
|
-1%
|
|
|
20
|
Stokes Family Office
New Orleans,
Louisiana
|
$7.98M
|
+$83.2K
|
+2,388
|
+1%
|
|
|
21
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$7.82M
|
-$346K
|
-9,921
|
-4%
|
|
|
22
|
|
$7.16M
|
-$26.1M
|
-750,338
|
-79%
|
|
|
23
|
Investment Planning Advisors
Cumming,
Georgia
|
$7.03M
|
+$502K
|
+14,403
|
+8%
|
|
|
24
|
Rossby Financial
Melbourne,
Florida
|
$6.93M
|
+$595K
|
+17,089
|
+10%
|
|
|
25
|
|
$6.9M
|
+$856K
|
+24,576
|
+14%
|
|
