|
26
|
Summit Wealth & Retirement Planning
San Ramon,
California
|
$38.7M
|
+$1.24M
|
+50,052
|
+3%
|
|
|
27
|
Dodds Wealth
Greenwood Village,
Colorado
|
$32.9M
|
-$670K
|
-27,117
|
-2%
|
|
|
28
|
Ameriprise
Minneapolis,
Minnesota
|
$32.7M
|
-$1.57M
|
-63,504
|
-5%
|
|
|
29
|
GenWealth Group
Maplewood,
New Jersey
|
$32.5M
|
-$240K
|
-9,693
|
-0.7%
|
|
|
30
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$30.4M
|
-$1.62M
|
-65,640
|
-5%
|
|
|
31
|
FAS Wealth Partners
Leawood,
Kansas
|
$30.1M
|
-$664K
|
-26,886
|
-2%
|
|
|
32
|
Focus Financial Network
Minneapolis,
Minnesota
|
$30M
|
-$362K
|
-14,631
|
-1%
|
|
|
33
|
Cooper Financial Group
Irvine,
California
|
$29.8M
|
+$4.88M
|
+197,691
|
+20%
|
|
|
34
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$29.7M
|
+$1.07M
|
+43,314
|
+4%
|
|
|
35
|
Northern Capital Management (Washington)
Spokane,
Washington
|
$29.7M
|
-$641K
|
-25,953
|
-2%
|
|
|
36
|
HRC Wealth Management
Moscow,
Idaho
|
$28.9M
|
+$600K
|
+24,291
|
+2%
|
|
|
37
|
Ballast Advisors
Woodbury,
Minnesota
|
$28.3M
|
+$163K
|
+6,597
|
+0.6%
|
|
|
38
|
XML Financial
Bethesda,
Maryland
|
$27.5M
|
+$624K
|
+25,251
|
+2%
|
|
|
39
|
Wells Fargo
San Francisco,
California
|
$26.3M
|
+$795K
|
+32,187
|
+3%
|
|
|
40
|
Beacon Pointe Advisors
Newport Beach,
California
|
$25.2M
|
-$1.18M
|
-47,589
|
-4%
|
|
|
41
|
Atomi Financial Group
New York
|
$25.1M
|
+$10.8M
|
+436,503
|
+75%
|
|
|
42
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$24.4M
|
-$4.93M
|
-199,527
|
-17%
|
|
|
43
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$24.1M
|
-$114K
|
-4,599
|
-0.5%
|
|
|
44
|
MAI Capital Management
Independence,
Ohio
|
$24M
|
+$196K
|
+7,944
|
+0.8%
|
|
|
45
|
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
|
$23.5M
|
+$757K
|
+30,648
|
+3%
|
|
|
46
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23.2M
|
-$997K
|
-40,359
|
-4%
|
|
|
47
|
Black Diamond Financial
Towson,
Maryland
|
$23.2M
|
+$4.23M
|
+171,348
|
+22%
|
|
|
48
|
GHP Investment Advisors
Denver,
Colorado
|
$22.8M
|
+$196K
|
+7,941
|
+0.9%
|
|
|
49
|
Avantax Advisory Services
Dallas,
Texas
|
$22.4M
|
+$5.24M
|
+211,932
|
+30%
|
|
|
50
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.3M
|
-$2.09M
|
-84,396
|
-9%
|
|
