|
26
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
+$7.84M
|
+153,274
|
+157%
|
|
|
27
|
Rakuten Investment Management
Tokyo,
Japan
|
$11.7M
|
+$3.02M
|
+59,105
|
+31%
|
|
|
28
|
Ellenbecker Investment Group
Waukesha,
Wisconsin
|
$11.2M
|
-$236K
|
-4,603
|
-2%
|
|
|
29
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$11M
|
+$115K
|
+2,247
|
+1%
|
|
|
30
|
MBE Wealth Management
Tomah,
Wisconsin
|
$10.5M
|
+$44.5K
|
+870
|
+0.4%
|
|
|
31
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$10.4M
|
+$1.18M
|
+23,089
|
+12%
|
|
|
32
|
|
$10.1M
|
+$3.08M
|
+60,136
|
+39%
|
|
|
33
|
Pure Financial Advisors
San Diego,
California
|
$10M
|
+$1.1M
|
+21,489
|
+11%
|
|
|
34
|
TPG Financial Advisors
Portland,
Oregon
|
$9.31M
|
+$1.75M
|
+34,156
|
+21%
|
|
|
35
|
Agincourt Capital Management
Richmond,
Virginia
|
$9.25M
|
–
|
–
|
–
|
|
|
36
|
Biltmore Wealth Management
Tempe,
Arizona
|
$8.83M
|
+$637K
|
+12,438
|
+7%
|
|
|
37
|
Tectonic Advisors
Frisco,
Texas
|
$8.36M
|
+$553K
|
+10,800
|
+6%
|
|
|
38
|
Rodgers & Associates
Lancaster,
Pennsylvania
|
$8.33M
|
+$1.09M
|
+21,210
|
+14%
|
|
|
39
|
ERn Financial LLC
Middleton,
Wisconsin
|
$7.84M
|
+$1.05M
|
+20,532
|
+14%
|
|
|
40
|
Fund Evaluation Group
Cincinnati,
Ohio
|
$7.39M
|
-$2.08M
|
-40,675
|
-20%
|
|
|
41
|
Cannon Financial Strategists
Athens,
Georgia
|
$6.91M
|
+$505K
|
+9,875
|
+7%
|
|
|
42
|
Lido Advisors
Los Angeles,
California
|
$6.79M
|
-$525K
|
-10,265
|
-7%
|
|
|
43
|
LPL Financial
San Diego,
California
|
$6.77M
|
-$475K
|
-9,273
|
-6%
|
|
|
44
|
Wiser Wealth Management
Marietta,
Georgia
|
$6.53M
|
+$230K
|
+4,497
|
+3%
|
|
|
45
|
Cornerstone Management
Duluth,
Georgia
|
$6.24M
|
-$76.1K
|
-1,488
|
-1%
|
|
|
46
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.86M
|
+$982K
|
+19,193
|
+18%
|
|
|
47
|
Wells Fargo
San Francisco,
California
|
$5.31M
|
+$1.61M
|
+31,375
|
+39%
|
|
|
48
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.23M
|
+$399K
|
+7,793
|
+8%
|
|
|
49
|
PGIM Custom Harvest
Newark,
New Jersey
|
$5.05M
|
-$351K
|
-6,861
|
-6%
|
|
|
50
|
Creative Planning
Overland Park,
Kansas
|
$5M
|
-$164K
|
-3,198
|
-3%
|
|
