|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$43.5M
|
+$42.5M
|
+1,273,395
|
New
|
|
|
2
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$14M
|
+$13.3M
|
+399,574
|
+3,617%
|
|
|
3
|
Coyle Financial Counsel
Glenview,
Illinois
|
$12.2M
|
+$11.9M
|
+356,438
|
New
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.3M
|
+$1.04M
|
+31,156
|
+11%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$6.73M
|
+$1.01M
|
+30,184
|
+18%
|
|
|
6
|
Stegent Equity Advisors
Houston,
Texas
|
$4.79M
|
+$385K
|
+11,530
|
+9%
|
|
|
7
|
Bull Oak Capital
San Diego,
California
|
$4.14M
|
+$4.05M
|
+121,305
|
New
|
|
|
8
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$3.35M
|
+$539K
|
+16,139
|
+20%
|
|
|
9
|
New England Private Wealth Advisors
Wellesley,
Massachusetts
|
$3.1M
|
+$44.9K
|
+1,344
|
+2%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.19M
|
+$2.14M
|
+64,059
|
New
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.59M
|
+$1.33M
|
+39,915
|
+602%
|
|
|
12
|
|
$1.48M
|
-$3.28M
|
-98,143
|
-69%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$926K
|
-$114K
|
-3,412
|
-11%
|
|
|
14
|
Well Done LLC
Holland,
Michigan
|
$762K
|
+$745K
|
+22,303
|
New
|
|
|
15
|
Almanack Investment Partners
Wayne,
Pennsylvania
|
$542K
|
+$205K
|
+6,128
|
+63%
|
|
|
16
|
Silicon Hills Wealth Management
Austin,
Texas
|
$527K
|
-$20.3K
|
-608
|
-4%
|
|
|
17
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$477K
|
+$236K
|
+7,060
|
+102%
|
|
|
18
|
Warren Street Wealth Advisors
Newport Beach,
California
|
$461K
|
+$50K
|
+1,498
|
+12%
|
|
|
19
|
Spreng Capital Management
Bucyrus,
Ohio
|
$399K
|
-$196K
|
-5,852
|
-33%
|
|
|
20
|
Stephens Consulting
Flint,
Michigan
|
$369K
|
+$79.7K
|
+2,386
|
+28%
|
|
|
21
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$321K
|
+$55.1K
|
+1,650
|
+21%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$301K
|
+$6.11K
|
+183
|
+2%
|
|
|
23
|
Marotta Asset Management
Charlottesville,
Virginia
|
$234K
|
+$229K
|
+6,856
|
New
|
|
|
24
|
South Shore Capital Advisors
Cohasset,
Massachusetts
|
$234K
|
–
|
–
|
–
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$209K
|
+$204K
|
+6,115
|
New
|
|
