|
26
|
LPL Financial
San Diego,
California
|
$15.3M
|
-$2.49M
|
-146,656
|
-11%
|
|
|
27
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$14.4M
|
+$1.86M
|
+109,376
|
+11%
|
|
|
28
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$14M
|
+$3.12M
|
+183,320
|
+20%
|
|
|
29
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.7M
|
-$772K
|
-45,400
|
-4%
|
|
|
30
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$12.5M
|
+$8.05M
|
+473,716
|
+95%
|
|
|
31
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$12.3M
|
-$8.63K
|
-508
|
-0.1%
|
|
|
32
|
Pacific Edge Advisors
Corona Del Mar,
California
|
$12.1M
|
+$6.88M
|
+404,768
|
+75%
|
|
|
33
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$11.2M
|
-$474K
|
-27,896
|
-3%
|
|
|
34
|
Financial Advisors
Andover,
Massachusetts
|
$11.1M
|
+$2.31M
|
+136,172
|
+19%
|
|
|
35
|
CWH Capital Management
Spokane,
Washington
|
$10.6M
|
-$1.68M
|
-98,964
|
-11%
|
|
|
36
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.6M
|
+$6.86M
|
+403,804
|
+98%
|
|
|
37
|
Moneywise Inc
Forest,
Virginia
|
$10.2M
|
+$465K
|
+27,360
|
+4%
|
|
|
38
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$10.2M
|
+$2M
|
+117,684
|
+17%
|
|
|
39
|
LVW Advisors
Pittsford,
New York
|
$9.98M
|
+$12.2M
|
+718,292
|
+1,269%
|
|
|
40
|
Wealthspire Advisors (New York)
New York
|
$9.74M
|
+$12.9M
|
+756,624
|
New
|
|
|
41
|
Emery Howard Portfolio Management
Burlingame,
California
|
$9.68M
|
+$615K
|
+36,184
|
+5%
|
|
|
42
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$9.62M
|
-$1.42M
|
-83,612
|
-10%
|
|
|
43
|
HighTower Advisors
Chicago,
Illinois
|
$9.44M
|
-$6.27M
|
-369,180
|
-34%
|
|
|
44
|
|
$9.42M
|
+$3.24M
|
+190,664
|
+35%
|
|
|
45
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$9.41M
|
-$1.8M
|
-106,180
|
-13%
|
|
|
46
|
Strategic Financial Planning
Plano,
Texas
|
$9.2M
|
-$902K
|
-53,052
|
-7%
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$9.2M
|
+$6.96M
|
+409,568
|
+135%
|
|
|
48
|
Frontier Investment Management
Dallas,
Texas
|
$9.05M
|
+$437K
|
+25,692
|
+4%
|
|
|
49
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$8.89M
|
+$2.04K
|
+120
|
+0%
|
|
|
50
|
|
$8.85M
|
-$3.39M
|
-199,496
|
-23%
|
|
