|
26
|
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
|
$21.7M
|
+$3.25M
|
+136,666
|
+17%
|
|
|
27
|
Destination Wealth Management
Walnut Creek,
California
|
$20.8M
|
-$35.5M
|
-1,493,058
|
-62%
|
|
|
28
|
Mariner
Overland Park,
Kansas
|
$19.8M
|
-$2.62M
|
-109,858
|
-11%
|
|
|
29
|
Creative Planning
Overland Park,
Kansas
|
$19M
|
-$14.6M
|
-612,998
|
-42%
|
|
|
30
|
NFP Retirement Inc
Aliso Viejo,
California
|
$18.8M
|
+$680K
|
+28,562
|
+4%
|
|
|
31
|
Advisor OS
Chicago,
Illinois
|
$18.1M
|
+$90.2K
|
+3,788
|
+0.5%
|
|
|
32
|
Northeast Financial Group
Tannersville,
Pennsylvania
|
$17.6M
|
+$263K
|
+11,058
|
+1%
|
|
|
33
|
Connectus Wealth
Cincinnati,
Ohio
|
$17.2M
|
-$16.6M
|
-698,362
|
-90%
|
|
|
34
|
MorganRosel Wealth Management
Highlands Ranch,
Colorado
|
$15.5M
|
+$5M
|
+209,854
|
+44%
|
|
|
35
|
Charles Schwab Trust
Henderson,
Nevada
|
$15M
|
+$15.2M
|
+640,094
|
+3,116%
|
|
|
36
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.8M
|
-$1.04M
|
-43,734
|
-6%
|
|
|
37
|
KilterHowling LLC
Boulder,
Colorado
|
$13.7M
|
+$5.6M
|
+235,114
|
+63%
|
|
|
38
|
New York Life Investment Management
New York
|
$13.4M
|
+$217K
|
+9,108
|
+2%
|
|
|
39
|
Austin Private Wealth
Austin,
Texas
|
$13.1M
|
+$2.04M
|
+85,734
|
+17%
|
|
|
40
|
Souders Financial Advisors
Cincinnati,
Ohio
|
$13M
|
-$4.81M
|
-202,218
|
-26%
|
|
|
41
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$12.9M
|
+$94.5K
|
+3,970
|
+0.7%
|
|
|
42
|
Leavell Investment Management
Mobile,
Alabama
|
$12.7M
|
-$562K
|
-23,596
|
-4%
|
|
|
43
|
JMG Financial Group
Downers Grove,
Illinois
|
$12.3M
|
-$3.53M
|
-148,196
|
-21%
|
|
|
44
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$12M
|
-$5.21M
|
-219,034
|
-29%
|
|
|
45
|
Financial Architects (New Jersey)
Marlton,
New Jersey
|
$12M
|
+$12.6M
|
+530,834
|
New
|
|
|
46
|
Patriot Investment Management Group
Knoxville,
Tennessee
|
$10.5M
|
+$135K
|
+5,654
|
+1%
|
|
|
47
|
One Wealth Advisors
San Francisco,
California
|
$9.88M
|
-$399K
|
-16,778
|
-4%
|
|
|
48
|
Moneta Group Investment Advisors
St Louis,
Missouri
|
$9.86M
|
-$268K
|
-11,274
|
-3%
|
|
|
49
|
FLC Capital Advisors
Palm Desert,
California
|
$9.67M
|
-$5.63M
|
-236,566
|
-36%
|
|
|
50
|
LPL Financial
San Diego,
California
|
$9.49M
|
+$189K
|
+7,950
|
+2%
|
|
