|
1
|
Evensky & Katz
Coral Gables,
Florida
|
$32.8M
|
+$24.5M
|
+397,936
|
+384%
|
|
|
2
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$28.1M
|
+$2.21M
|
+35,916
|
+9%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$18.6M
|
+$568K
|
+9,220
|
+3%
|
|
|
4
|
Enzi Wealth
Austin,
Texas
|
$9.29M
|
+$67.8K
|
+1,101
|
+0.8%
|
|
|
5
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$9.11M
|
+$407K
|
+6,605
|
+5%
|
|
|
6
|
Eclectic Associates
Fullerton,
California
|
$7.99M
|
+$2.81M
|
+45,661
|
+60%
|
|
|
7
|
Financial Management Network
Mission Viejo,
California
|
$7.38M
|
+$613K
|
+9,951
|
+10%
|
|
|
8
|
Prosperity Planning
Kansas City,
Missouri
|
$7.15M
|
+$1.15M
|
+18,672
|
+21%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.53M
|
-$16.4K
|
-266
|
-0.3%
|
|
|
10
|
Team Financial Group
Temecula,
California
|
$5.51M
|
+$569K
|
+9,241
|
+12%
|
|
|
11
|
Quadcap Wealth Management
Frisco,
Texas
|
$5.46M
|
+$491K
|
+7,979
|
+11%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.56M
|
+$286K
|
+4,644
|
+13%
|
|
|
13
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.37M
|
+$44.3K
|
+719
|
+2%
|
|
|
14
|
Farther Finance Advisors
San Francisco,
California
|
$1.98M
|
+$402K
|
+6,535
|
+28%
|
|
|
15
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.56M
|
+$148K
|
+2,399
|
+12%
|
|
|
16
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$1.5M
|
+$207K
|
+3,366
|
+17%
|
|
|
17
|
Rialto Wealth Management
Syracuse,
New York
|
$1.44M
|
+$340K
|
+5,517
|
+33%
|
|
|
18
|
Haven Private
Orlando,
Florida
|
$1.32M
|
-$351K
|
-5,704
|
-22%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$1.01M
|
+$590K
|
+9,589
|
+162%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$906K
|
+$251K
|
+4,076
|
+42%
|
|
|
21
|
|
$906K
|
+$174K
|
+2,821
|
+26%
|
|
|
22
|
Citadel Advisors
Miami,
Florida
|
$864K
|
+$814K
|
+13,220
|
New
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$732K
|
+$689K
|
+11,192
|
New
|
|
|
24
|
Legacy Capital Wealth Partners
Little Rock,
Arkansas
|
$689K
|
-$7.08K
|
-115
|
-1%
|
|
|
25
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$675K
|
+$635K
|
+10,319
|
New
|
|
