|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$193M
|
+$6.85M
|
+179,390
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$181M
|
+$9.19M
|
+240,799
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$73.5M
|
+$9.97M
|
+261,339
|
+16%
|
|
|
4
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$55.9M
|
+$909K
|
+23,804
|
+2%
|
|
|
5
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$48.4M
|
+$5.89M
|
+154,297
|
+14%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$38.8M
|
+$5.33M
|
+139,585
|
+16%
|
|
|
7
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$38.8M
|
+$255K
|
+6,672
|
+0.7%
|
|
|
8
|
Legacy Financial Advisors
Covington,
Kentucky
|
$33.2M
|
-$450K
|
-11,793
|
-1%
|
|
|
9
|
NewEdge Advisors
New Orleans,
Louisiana
|
$28.7M
|
+$1.49M
|
+38,962
|
+6%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$28.6M
|
-$5.53M
|
-144,934
|
-16%
|
|
|
11
|
Baron Wealth Management
Troy,
Michigan
|
$28.3M
|
+$761K
|
+19,931
|
+3%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$26M
|
+$1.85M
|
+48,495
|
+8%
|
|
|
13
|
TriaGen Wealth Management
Calabasas,
California
|
$22.9M
|
+$338K
|
+8,850
|
+2%
|
|
|
14
|
Koshinski Asset Management
Decatur,
Illinois
|
$22.8M
|
+$2.66M
|
+69,750
|
+14%
|
|
|
15
|
Franklin Resources
San Mateo,
California
|
$21.7M
|
-$170K
|
-4,466
|
-0.8%
|
|
|
16
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$21.4M
|
+$3.95M
|
+103,598
|
+23%
|
|
|
17
|
Kestra Private Wealth Services
Austin,
Texas
|
$16.9M
|
-$754K
|
-19,763
|
-4%
|
|
|
18
|
AllGen Financial Advisors
Orlando,
Florida
|
$15.1M
|
+$892K
|
+23,377
|
+6%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.5M
|
+$5.73M
|
+150,196
|
+68%
|
|
|
20
|
Bank of New York Mellon
New York
|
$14.3M
|
+$1.49M
|
+39,011
|
+12%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$14.2M
|
-$682K
|
-17,870
|
-5%
|
|
|
22
|
Vickerman Investment Advisors
Spokane,
Washington
|
$14.2M
|
+$312K
|
+8,183
|
+2%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$12.9M
|
+$1.35M
|
+35,450
|
+12%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.4M
|
+$886K
|
+23,224
|
+9%
|
|
|
25
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$10.1M
|
+$266K
|
+6,973
|
+3%
|
|
