|
101
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$864K
|
-$639K
|
-12,574
|
-42%
|
|
|
102
|
Keystone Financial Services (Colorado)
Loveland,
Colorado
|
$846K
|
+$305
|
+6
|
+0%
|
|
|
103
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$827K
|
+$78.1K
|
+1,537
|
+10%
|
|
|
104
|
Theory Financial
Fort Collins,
Colorado
|
$805K
|
+$508K
|
+9,992
|
+161%
|
|
|
105
|
JMG Financial Group
Downers Grove,
Illinois
|
$788K
|
-$19.8K
|
-390
|
-2%
|
|
|
106
|
Pine Harbor Wealth Management
Silver Spring,
Maryland
|
$754K
|
–
|
–
|
–
|
|
|
107
|
Retirement Capital Strategies
San Jose,
California
|
$749K
|
+$766K
|
+15,074
|
New
|
|
|
108
|
WrapManager Inc
Mill Valley,
California
|
$730K
|
-$87.4K
|
-1,719
|
-10%
|
|
|
109
|
Van Hulzen Asset Management
El Dorado Hills,
California
|
$711K
|
–
|
–
|
–
|
|
|
110
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$711K
|
+$279K
|
+5,487
|
+62%
|
|
|
111
|
WealthGarden F.S.
El Segundo,
California
|
$705K
|
+$137K
|
+2,693
|
+23%
|
|
|
112
|
Aptus Capital Advisors
Fairhope,
Alabama
|
$685K
|
+$56.5K
|
+1,111
|
+9%
|
|
|
113
|
Aufman Associates
Sewickley,
Pennsylvania
|
$677K
|
+$2.34K
|
+46
|
+0.3%
|
|
|
114
|
Oregon Pacific Wealth Management
Medford,
Oregon
|
$671K
|
+$685K
|
+13,487
|
New
|
|
|
115
|
Stewardship Advisors
Mount Joy,
Pennsylvania
|
$646K
|
+$98.7K
|
+1,943
|
+18%
|
|
|
116
|
Stifel Financial
St. Louis,
Missouri
|
$646K
|
+$20K
|
+393
|
+3%
|
|
|
117
|
Congress Wealth Management
Boston,
Massachusetts
|
$643K
|
-$184K
|
-3,619
|
-22%
|
|
|
118
|
West Wealth Group
Irvine,
California
|
$640K
|
+$97.1K
|
+1,911
|
+17%
|
|
|
119
|
Strategic Blueprint
Atlanta,
Georgia
|
$621K
|
-$131K
|
-2,571
|
-17%
|
|
|
120
|
Wade Financial Advisory
Campbell,
California
|
$613K
|
-$120K
|
-2,353
|
-16%
|
|
|
121
|
Coldstream Capital Management
Bellevue,
Washington
|
$612K
|
–
|
–
|
–
|
|
|
122
|
CreativeOne Wealth
Overland Park,
Kansas
|
$603K
|
+$137K
|
+2,693
|
+29%
|
|
|
123
|
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
|
$596K
|
+$7.06K
|
+139
|
+1%
|
|
|
124
|
Stratos Wealth Advisors
Beachwood,
Ohio
|
$586K
|
-$23.3K
|
-458
|
-4%
|
|
|
125
|
Copperleaf Capital
Raleigh,
North Carolina
|
$585K
|
-$31.8K
|
-626
|
-5%
|
|
