|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$30.7M
|
+$28.9M
|
+1,150,245
|
New
|
|
|
2
|
LPL Financial
San Diego,
California
|
$12.4M
|
+$7.42M
|
+294,956
|
+173%
|
|
|
3
|
TriaGen Wealth Management
Calabasas,
California
|
$9.37M
|
+$3.14M
|
+124,721
|
+55%
|
|
|
4
|
Financial Partners Group (Kansas)
Overland Park,
Kansas
|
$6.77M
|
+$5.91M
|
+234,628
|
New
|
|
|
5
|
Vickerman Investment Advisors
Spokane,
Washington
|
$2.22M
|
+$2.09M
|
+83,053
|
New
|
|
|
6
|
|
$1.96M
|
+$776K
|
+30,847
|
+72%
|
|
|
7
|
Thoroughbred Financial Services
Brentwood,
Tennessee
|
$1.84M
|
+$1.73M
|
+68,868
|
New
|
|
|
8
|
Equitable Holdings
New York
|
$1.64M
|
+$210K
|
+8,335
|
+16%
|
|
|
9
|
Avaii Wealth Management
Appleton,
Wisconsin
|
$1.56M
|
+$44.9K
|
+1,783
|
+3%
|
|
|
10
|
Royal Fund Management
Lady Lake,
Florida
|
$763K
|
+$719K
|
+28,585
|
New
|
|
|
11
|
Kestra Advisory Services
Austin,
Texas
|
$460K
|
+$120K
|
+4,752
|
+38%
|
|
|
12
|
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
|
$401K
|
+$378K
|
+15,005
|
New
|
|
|
13
|
Cetera Advisor Networks
El Segundo,
California
|
$359K
|
+$338K
|
+13,437
|
New
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$349K
|
-$293K
|
-11,622
|
-47%
|
|
|
15
|
Capital Wealth Management
W. Warwick,
Rhode Island
|
$324K
|
+$305K
|
+12,127
|
New
|
|
|
16
|
CreativeOne Wealth
Overland Park,
Kansas
|
$285K
|
+$268K
|
+10,665
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$259K
|
+$244K
|
+9,706
|
New
|
|
|
18
|
Silver Oak Securities
Jackson,
Tennessee
|
$216K
|
+$204K
|
+8,091
|
New
|
|
|
19
|
Burns Matteson Capital Management
Corning,
New York
|
$206K
|
+$194K
|
+7,722
|
New
|
|
|
20
|
Franklin Resources
San Mateo,
California
|
$184K
|
-$327
|
-13
|
-0.2%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$150K
|
+$42.1K
|
+1,671
|
+42%
|
|
|
22
|
Private Trust Company
Cleveland,
Ohio
|
$84K
|
+$79.3K
|
+3,150
|
New
|
|
|
23
|
Harbour Investments
Madison,
Wisconsin
|
$33.2K
|
+$31.3K
|
+1,243
|
New
|
|
|
24
|
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
$19.1K
|
–
|
–
|
–
|
|
|
25
|
Bank of America
Charlotte,
North Carolina
|
$3.28K
|
-$252
|
-10
|
-8%
|
|
