|
1
|
Evensky & Katz
Coral Gables,
Florida
|
$48M
|
+$13.3M
|
+195,276
|
+39%
|
|
|
2
|
Moisand Fitzgerald Tamayo
Orlando,
Florida
|
$29.9M
|
+$304K
|
+4,471
|
+1%
|
|
|
3
|
American Century Companies
Kansas City,
Missouri
|
$21.1M
|
+$1.46M
|
+21,568
|
+8%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$15M
|
+$14.8M
|
+218,027
|
New
|
|
|
5
|
Eclectic Associates
Fullerton,
California
|
$11.6M
|
+$3.13M
|
+46,151
|
+38%
|
|
|
6
|
WMG Financial Advisors
Knoxville,
Tennessee
|
$9.49M
|
-$106K
|
-1,567
|
-1%
|
|
|
7
|
Enzi Wealth
Austin,
Texas
|
$9.46M
|
+$129K
|
+1,900
|
+1%
|
|
|
8
|
Prosperity Planning
Kansas City,
Missouri
|
$8.44M
|
+$893K
|
+13,157
|
+12%
|
|
|
9
|
Financial Management Network
Mission Viejo,
California
|
$8.06M
|
+$411K
|
+6,051
|
+5%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$7.12M
|
+$234K
|
+3,452
|
+3%
|
|
|
11
|
Quadcap Wealth Management
Frisco,
Texas
|
$6.07M
|
+$311K
|
+4,573
|
+5%
|
|
|
12
|
Team Financial Group
Temecula,
California
|
$5.93M
|
+$126K
|
+1,857
|
+2%
|
|
|
13
|
Rialto Wealth Management
Syracuse,
New York
|
$4.34M
|
+$2.78M
|
+40,886
|
+185%
|
|
|
14
|
Maridea Wealth Management
Brooklyn,
New York
|
$3.32M
|
+$3.3M
|
+48,581
|
New
|
|
|
15
|
Farther Finance Advisors
San Francisco,
California
|
$3.25M
|
+$1.14M
|
+16,852
|
+56%
|
|
|
16
|
Premier Path Wealth Partners
Madison,
New Jersey
|
$2.67M
|
+$172K
|
+2,535
|
+7%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.65M
|
-$57.3K
|
-844
|
-2%
|
|
|
18
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.03M
|
+$946K
|
+13,930
|
+90%
|
|
|
19
|
First National Bank Sioux Falls
Sioux Falls,
South Dakota
|
$1.89M
|
+$309K
|
+4,552
|
+20%
|
|
|
20
|
Chicago Partners Investment Group
Chicago,
Illinois
|
$1.72M
|
+$133K
|
+1,952
|
+8%
|
|
|
21
|
Haven Private
Orlando,
Florida
|
$1.49M
|
+$89.6K
|
+1,319
|
+7%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.24M
|
+$282K
|
+4,147
|
+30%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$1.11M
|
+$335K
|
+4,939
|
+44%
|
|
|
24
|
Peapack-Gladstone Financial Corp
Bedminster,
New Jersey
|
$972K
|
+$257K
|
+3,785
|
+37%
|
|
|
25
|
|
$889K
|
+$421K
|
+6,200
|
+92%
|
|
