|
26
|
Fortitude Financial
Spokane,
Washington
|
$19.6M
|
-$359K
|
-3,902
|
-2%
|
|
|
27
|
Klingman & Associates
New York
|
$19.3M
|
-$33K
|
-359
|
-0.2%
|
|
|
28
|
Convergence Financial
Columbia,
Missouri
|
$18.8M
|
+$717K
|
+7,789
|
+4%
|
|
|
29
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$18.1M
|
-$834K
|
-9,065
|
-4%
|
|
|
30
|
First National Trust
Hermitage,
Pennsylvania
|
$18.1M
|
+$1.13M
|
+12,272
|
+7%
|
|
|
31
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$17.1M
|
+$191K
|
+2,078
|
+1%
|
|
|
32
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$16.6M
|
+$447K
|
+4,857
|
+3%
|
|
|
33
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$16.1M
|
-$1.64M
|
-17,850
|
-9%
|
|
|
34
|
Grey Fox Wealth Advisors
Rockland,
Delaware
|
$15.5M
|
+$945K
|
+10,273
|
+7%
|
|
|
35
|
Jones Financial Companies
Des Peres,
Missouri
|
$14.1M
|
+$1.78M
|
+19,396
|
+15%
|
|
|
36
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.4M
|
-$2M
|
-21,698
|
-13%
|
|
|
37
|
Private Advisor Group
Morristown,
New Jersey
|
$12.9M
|
-$402K
|
-4,372
|
-3%
|
|
|
38
|
Victory Financial Group
Austin,
Texas
|
$12.9M
|
+$2.08M
|
+22,651
|
+20%
|
|
|
39
|
Optimist Retirement Group
Bellevue,
Washington
|
$12.6M
|
+$124K
|
+1,347
|
+1%
|
|
|
40
|
ERTS Wealth Advisors
Marquette,
Michigan
|
$11.7M
|
+$308K
|
+3,346
|
+3%
|
|
|
41
|
Csenge Advisory Group
Clearwater,
Florida
|
$11.7M
|
-$639K
|
-6,947
|
-5%
|
|
|
42
|
AssetMark Inc
Concord,
California
|
$11.3M
|
-$433K
|
-4,703
|
-4%
|
|
|
43
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$11.1M
|
-$1.21M
|
-13,187
|
-10%
|
|
|
44
|
Marietta Wealth Management
Marietta,
Georgia
|
$10.9M
|
+$3.5M
|
+37,983
|
+49%
|
|
|
45
|
Balanced Wealth Group
Westlake,
Ohio
|
$9.93M
|
-$182K
|
-1,981
|
-2%
|
|
|
46
|
Rainey & Randall Wealth Advisors
Celebration,
Florida
|
$9.72M
|
-$93.9K
|
-1,020
|
-1%
|
|
|
47
|
Mather Group
Chicago,
Illinois
|
$9.58M
|
-$552K
|
-6,004
|
-6%
|
|
|
48
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$9.43M
|
+$203K
|
+2,204
|
+2%
|
|
|
49
|
Forbes Financial Planning
East Greenwich,
Rhode Island
|
$9.37M
|
+$160K
|
+1,740
|
+2%
|
|
|
50
|
BIP Wealth
Atlanta,
Georgia
|
$8.78M
|
-$2.67K
|
-29
|
-0%
|
|
