|
26
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.4M
|
-$17.2M
|
-784,467
|
-35%
|
|
|
27
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$33.7M
|
+$1.85M
|
+84,681
|
+6%
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$32.7M
|
+$1.29M
|
+58,866
|
+4%
|
|
|
29
|
Spectrum Asset Management (California)
Newport Beach,
California
|
$30.7M
|
+$13.8M
|
+631,641
|
+92%
|
|
|
30
|
GenWealth Group
Maplewood,
New Jersey
|
$30.3M
|
+$623K
|
+28,479
|
+2%
|
|
|
31
|
FAS Wealth Partners
Leawood,
Kansas
|
$30.2M
|
-$2.92M
|
-133,377
|
-9%
|
|
|
32
|
Dodds Wealth
Greenwood Village,
Colorado
|
$30.1M
|
+$28.2M
|
+1,288,206
|
New
|
|
|
33
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$28M
|
-$4.12M
|
-188,487
|
-14%
|
|
|
34
|
|
$27.5M
|
+$25.1M
|
+1,145,862
|
+3,698%
|
|
|
35
|
HRC Wealth Management
Moscow,
Idaho
|
$26.8M
|
+$25.1M
|
+1,145,901
|
New
|
|
|
36
|
CX Institutional
Auburn,
Indiana
|
$26.3M
|
+$382K
|
+17,484
|
+2%
|
|
|
37
|
Wells Fargo
San Francisco,
California
|
$25.9M
|
+$3.99M
|
+182,526
|
+20%
|
|
|
38
|
XML Financial
Bethesda,
Maryland
|
$25.7M
|
+$624K
|
+28,527
|
+3%
|
|
|
39
|
Ballast Advisors
Woodbury,
Minnesota
|
$25M
|
-$569K
|
-26,034
|
-2%
|
|
|
40
|
Beacon Pointe Advisors
Newport Beach,
California
|
$24.9M
|
-$2.19M
|
-100,305
|
-9%
|
|
|
41
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$23.6M
|
+$1.05M
|
+47,955
|
+5%
|
|
|
42
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$23.3M
|
+$332K
|
+15,201
|
+2%
|
|
|
43
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.9M
|
+$650K
|
+29,745
|
+3%
|
|
|
44
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$21.8M
|
+$376K
|
+17,202
|
+2%
|
|
|
45
|
Cooper Financial Group
Irvine,
California
|
$21M
|
+$19.6M
|
+897,975
|
New
|
|
|
46
|
GHP Investment Advisors
Denver,
Colorado
|
$20.9M
|
+$472K
|
+21,585
|
+2%
|
|
|
47
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$20.9M
|
-$12.8K
|
-585
|
-0.1%
|
|
|
48
|
Sage Financial Group
W. Conshohocken,
Pennsylvania
|
$20.1M
|
+$1.13M
|
+51,591
|
+6%
|
|
|
49
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$19.9M
|
+$8.18M
|
+374,292
|
+78%
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$19.4M
|
-$689K
|
-31,512
|
-4%
|
|
