|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$160M
|
+$7.37M
|
+216,801
|
+5%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$139M
|
+$4.73M
|
+139,053
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$54.2M
|
+$30M
|
+882,367
|
+138%
|
|
|
4
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$47.6M
|
+$24.4M
|
+718,292
|
+116%
|
|
|
5
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$32.5M
|
+$6.28M
|
+184,679
|
+25%
|
|
|
6
|
Legacy Financial Advisors
Covington,
Kentucky
|
$31.3M
|
+$590K
|
+17,342
|
+2%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.6M
|
+$4.1M
|
+120,681
|
+17%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$26.8M
|
+$6.65M
|
+195,552
|
+35%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26.2M
|
+$5.78M
|
+169,801
|
+30%
|
|
|
10
|
NewEdge Advisors
New Orleans,
Louisiana
|
$24.4M
|
+$858K
|
+25,224
|
+4%
|
|
|
11
|
Baron Wealth Management
Troy,
Michigan
|
$24.2M
|
+$11.2M
|
+328,437
|
+94%
|
|
|
12
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$22.7M
|
+$1.88M
|
+55,277
|
+10%
|
|
|
13
|
TriaGen Wealth Management
Calabasas,
California
|
$16.7M
|
+$1.87M
|
+55,055
|
+13%
|
|
|
14
|
Kestra Private Wealth Services
Austin,
Texas
|
$16M
|
+$1.41M
|
+41,549
|
+10%
|
|
|
15
|
Mariner
Overland Park,
Kansas
|
$15.4M
|
-$2.74M
|
-80,621
|
-16%
|
|
|
16
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$14.4M
|
-$54.5K
|
-1,603
|
-0.4%
|
|
|
17
|
|
$13.6M
|
+$146K
|
+4,297
|
+1%
|
|
|
18
|
Vickerman Investment Advisors
Spokane,
Washington
|
$12.6M
|
+$767K
|
+22,542
|
+7%
|
|
|
19
|
Koshinski Asset Management
Decatur,
Illinois
|
$12.6M
|
+$1.48M
|
+43,466
|
+14%
|
|
|
20
|
AllGen Financial Advisors
Orlando,
Florida
|
$10.8M
|
+$10.3M
|
+303,123
|
New
|
|
|
21
|
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
|
$10.8M
|
+$538K
|
+15,824
|
+6%
|
|
|
22
|
Bank of New York Mellon
New York
|
$9.3M
|
+$2.8M
|
+82,448
|
+46%
|
|
|
23
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$8.9M
|
+$192K
|
+5,647
|
+2%
|
|
|
24
|
Stifel Financial
St. Louis,
Missouri
|
$8.64M
|
+$1.31M
|
+38,524
|
+19%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.16M
|
-$22.2M
|
-651,552
|
-74%
|
|
