|
26
|
WealthPLAN Partners
Omaha,
Nebraska
|
$6.61M
|
-$72.5K
|
-1,209
|
-1%
|
|
|
27
|
World Investment Advisors
Santa Barbara,
California
|
$6.42M
|
+$6.29M
|
+104,860
|
New
|
|
|
28
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$6.4M
|
+$6.26M
|
+104,407
|
New
|
|
|
29
|
Klingman & Associates
New York
|
$6.19M
|
+$175K
|
+2,913
|
+3%
|
|
|
30
|
Advisor Group
Phoenix,
Arizona
|
$6.13M
|
+$2.11M
|
+35,222
|
+54%
|
|
|
31
|
Derby & Company
Newton,
Massachusetts
|
$6.1M
|
+$5.97M
|
+99,610
|
New
|
|
|
32
|
GHP Investment Advisors
Denver,
Colorado
|
$6.07M
|
+$552K
|
+9,209
|
+10%
|
|
|
33
|
First National Trust
Hermitage,
Pennsylvania
|
$5.9M
|
+$35.9K
|
+598
|
+0.6%
|
|
|
34
|
Wells Fargo
San Francisco,
California
|
$5.82M
|
-$434K
|
-7,243
|
-7%
|
|
|
35
|
Waller Financial Planning Group
Columbus,
Ohio
|
$5.62M
|
+$266K
|
+4,428
|
+5%
|
|
|
36
|
Mokosak Advisory Group
Urbandale,
Iowa
|
$5.61M
|
-$45.8K
|
-764
|
-0.8%
|
|
|
37
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$5.38M
|
+$409K
|
+6,814
|
+8%
|
|
|
38
|
Savant Capital
Rockford,
Illinois
|
$5.21M
|
+$603K
|
+10,062
|
+13%
|
|
|
39
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$5.2M
|
+$1.08M
|
+17,934
|
+27%
|
|
|
40
|
L.J. Altfest & Co
New York
|
$5.17M
|
-$1.47M
|
-24,545
|
-23%
|
|
|
41
|
Focus Financial Network
Minneapolis,
Minnesota
|
$5.03M
|
+$452K
|
+7,534
|
+10%
|
|
|
42
|
Clarus Wealth Advisors
Peoria,
Arizona
|
$5M
|
-$53.1K
|
-885
|
-1%
|
|
|
43
|
Modera Wealth Management
Westwood,
New Jersey
|
$4.81M
|
-$311K
|
-5,182
|
-6%
|
|
|
44
|
Mariner
Overland Park,
Kansas
|
$4.79M
|
-$140K
|
-2,328
|
-3%
|
|
|
45
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$4.78M
|
-$2.79M
|
-46,476
|
-37%
|
|
|
46
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.61M
|
+$2.07M
|
+34,590
|
+85%
|
|
|
47
|
Pendal Group
Sydney,
Australia
|
$4.58M
|
+$66K
|
+1,100
|
+1%
|
|
|
48
|
|
$4.46M
|
–
|
–
|
–
|
|
|
49
|
Lutz Financial Services
Omaha,
Nebraska
|
$4.3M
|
+$531K
|
+8,857
|
+14%
|
|
|
50
|
Total Wealth Planning
Cincinnati,
Ohio
|
$4.24M
|
+$519K
|
+8,662
|
+14%
|
|
