|
101
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.65M
|
-$7.13M
|
-141,880
|
-42%
|
|
|
102
|
Octavia Wealth Advisors
Cincinnati,
Ohio
|
$9.57M
|
-$1.61M
|
-32,122
|
-14%
|
|
|
103
|
Private Advisor Group
Morristown,
New Jersey
|
$9.37M
|
+$3.12M
|
+62,042
|
+50%
|
|
|
104
|
Vestwell Advisors
New York
|
$9.26M
|
–
|
–
|
–
|
|
|
105
|
Integrity Alliance
Urbandale,
Iowa
|
$9.25M
|
+$956K
|
+19,031
|
+11%
|
|
|
106
|
Securian Asset Management
St Paul,
Minnesota
|
$8.71M
|
+$372K
|
+7,400
|
+4%
|
|
|
107
|
Forum Private Client Group
Fishers,
Indiana
|
$8.7M
|
+$412K
|
+8,192
|
+5%
|
|
|
108
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$8.66M
|
+$358K
|
+7,128
|
+4%
|
|
|
109
|
KWB Wealth
Redlands,
California
|
$8.65M
|
-$177K
|
-3,531
|
-2%
|
|
|
110
|
HSBC Holdings
London,
United Kingdom
|
$8.3M
|
+$54.6K
|
+1,086
|
+0.7%
|
|
|
111
|
Boyd Wealth Management
Sacramento,
California
|
$8.3M
|
+$758K
|
+15,090
|
+10%
|
|
|
112
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$8.11M
|
-$3.02M
|
-60,030
|
-27%
|
|
|
113
|
One Wealth Advisors
San Francisco,
California
|
$7.9M
|
+$707K
|
+14,062
|
+10%
|
|
|
114
|
Discipline Wealth Solutions
Greenville,
South Carolina
|
$7.68M
|
+$1.18M
|
+23,526
|
+18%
|
|
|
115
|
|
$7.64M
|
+$2.45M
|
+48,681
|
+47%
|
|
|
116
|
New Capital Management
Houston,
Texas
|
$7.63M
|
+$2.79M
|
+55,604
|
+57%
|
|
|
117
|
&Partners
Nashville,
Tennessee
|
$7.26M
|
+$1.48M
|
+29,376
|
+25%
|
|
|
118
|
PAX Financial Group
San Antonio,
Texas
|
$7.23M
|
+$425K
|
+8,462
|
+6%
|
|
|
119
|
Wells Fargo
San Francisco,
California
|
$7.22M
|
+$1.65M
|
+32,768
|
+29%
|
|
|
120
|
Appleton Partners
Boston,
Massachusetts
|
$7.2M
|
+$408K
|
+8,126
|
+6%
|
|
|
121
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$7.01M
|
-$4.37M
|
-87,010
|
-38%
|
|
|
122
|
Robinswood Financial
Kirkland,
Washington
|
$7.01M
|
+$383K
|
+7,626
|
+6%
|
|
|
123
|
Lodestar Private Asset Management
Alamo,
California
|
$6.82M
|
+$181K
|
+3,605
|
+3%
|
|
|
124
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$6.76M
|
+$483K
|
+9,611
|
+8%
|
|
|
125
|
Trek Financial
Scottsdale,
Arizona
|
$6.67M
|
+$627K
|
+12,481
|
+10%
|
|
