|
1
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$25.2M
|
-$358K
|
-5,358
|
-1%
|
|
|
2
|
American Century Companies
Kansas City,
Missouri
|
$15.7M
|
+$2.27M
|
+33,950
|
+16%
|
|
|
3
|
Enzi Wealth
Austin,
Texas
|
$8.72M
|
+$1.06M
|
+15,880
|
+14%
|
|
|
4
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$7.57M
|
+$769K
|
+11,488
|
+11%
|
|
|
5
|
Financial Management Network
Mission Viejo,
California
|
$4.83M
|
+$1.39M
|
+20,773
|
+40%
|
|
|
6
|
Prosperity Planning
Kansas City,
Missouri
|
$4.52M
|
+$1.42M
|
+21,196
|
+44%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$3.94M
|
+$4.04M
|
+60,407
|
New
|
|
|
8
|
Team Financial Group
Temecula,
California
|
$2.92M
|
+$2.06M
|
+30,850
|
+221%
|
|
|
9
|
Eclectic Associates
Fullerton,
California
|
$2.41M
|
+$1.7M
|
+25,460
|
+223%
|
|
|
10
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.23M
|
+$95.2K
|
+1,423
|
+4%
|
|
|
11
|
Haven Private
Orlando,
Florida
|
$1.53M
|
+$1.57M
|
+23,466
|
New
|
|
|
12
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.23M
|
+$155K
|
+2,314
|
+14%
|
|
|
13
|
Farther Finance Advisors
San Francisco,
California
|
$824K
|
+$741K
|
+11,070
|
+714%
|
|
|
14
|
|
$716K
|
+$53.9K
|
+805
|
+8%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$422K
|
-$497K
|
-7,434
|
-54%
|
|
|
16
|
LexAurum Advisors
Overland Park,
Kansas
|
$389K
|
-$57K
|
-852
|
-13%
|
|
|
17
|
Plancorp LLC
Saint Louis,
Missouri
|
$310K
|
–
|
–
|
–
|
|
|
18
|
Evensky & Katz
Coral Gables,
Florida
|
$266K
|
+$273K
|
+4,078
|
New
|
|
|
19
|
Rialto Wealth Management
Syracuse,
New York
|
$249K
|
+$255K
|
+3,808
|
New
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$239K
|
+$245K
|
+3,662
|
New
|
|
|
21
|
Paragon Advisors
College Station,
Texas
|
$204K
|
+$209K
|
+3,120
|
New
|
|
|
22
|
Signature Resources Capital Management
Newport Beach,
California
|
$58.3K
|
+$59.7K
|
+893
|
New
|
|
|
23
|
IFP Advisors
Tampa,
Florida
|
$42.2K
|
–
|
–
|
–
|
|
|
24
|
McIlrath & Eck
Arlington,
Washington
|
$27.6K
|
–
|
–
|
–
|
|
|
25
|
FAS Wealth Partners
Leawood,
Kansas
|
$15.6K
|
+$67
|
+1
|
+0.4%
|
|
