|
26
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.9M
|
+$3.48M
|
+41,610
|
+26%
|
|
|
27
|
Convergence Financial
Columbia,
Missouri
|
$17M
|
-$3.48M
|
-41,669
|
-18%
|
|
|
28
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.8M
|
+$5.86M
|
+70,108
|
+59%
|
|
|
29
|
First National Trust
Hermitage,
Pennsylvania
|
$16M
|
+$907K
|
+10,849
|
+6%
|
|
|
30
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$15.9M
|
+$489K
|
+5,847
|
+3%
|
|
|
31
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$15.2M
|
+$585K
|
+6,992
|
+4%
|
|
|
32
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.6M
|
+$1.36M
|
+16,282
|
+11%
|
|
|
33
|
KWB Wealth
Redlands,
California
|
$14.5M
|
-$1.41M
|
-16,866
|
-9%
|
|
|
34
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$13.7M
|
+$735K
|
+8,793
|
+6%
|
|
|
35
|
Private Advisor Group
Morristown,
New Jersey
|
$12.5M
|
-$3.69M
|
-44,106
|
-24%
|
|
|
36
|
Optimist Retirement Group
Bellevue,
Washington
|
$11.7M
|
+$102K
|
+1,218
|
+0.9%
|
|
|
37
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$11.7M
|
+$879K
|
+10,513
|
+9%
|
|
|
38
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.6M
|
-$548K
|
-6,560
|
-5%
|
|
|
39
|
Csenge Advisory Group
Clearwater,
Florida
|
$11.2M
|
+$95.1K
|
+1,138
|
+0.9%
|
|
|
40
|
AssetMark Inc
Concord,
California
|
$11M
|
-$6.44M
|
-77,056
|
-38%
|
|
|
41
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$10.7M
|
-$9.09M
|
-108,708
|
-47%
|
|
|
42
|
Victory Financial Group
Austin,
Texas
|
$10.1M
|
+$1.58M
|
+18,871
|
+20%
|
|
|
43
|
Balanced Wealth Group
Westlake,
Ohio
|
$10.1M
|
+$1.09M
|
+13,000
|
+13%
|
|
|
44
|
Mather Group
Chicago,
Illinois
|
$9.55M
|
-$983K
|
-11,753
|
-10%
|
|
|
45
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$9.24M
|
-$138K
|
-1,646
|
-2%
|
|
|
46
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$8.68M
|
+$514K
|
+6,148
|
+7%
|
|
|
47
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$8.59M
|
-$630K
|
-7,530
|
-7%
|
|
|
48
|
BIP Wealth
Atlanta,
Georgia
|
$8.27M
|
+$247K
|
+2,955
|
+3%
|
|
|
49
|
O'Dell Group
Cincinnati,
Ohio
|
$7.98M
|
+$205K
|
+2,448
|
+3%
|
|
|
50
|
Mutual Advisors
Omaha,
Nebraska
|
$7.8M
|
+$842K
|
+10,073
|
+13%
|
|
