|
1
|
Hills Bank & Trust
North Liberty,
Iowa
|
$64.3M
|
+$5.62M
|
+222,789
|
+10%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$25.9M
|
+$3.23M
|
+128,037
|
+14%
|
|
|
3
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$24.8M
|
+$2.03M
|
+80,516
|
+9%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$23.3M
|
+$23.2M
|
+918,680
|
New
|
|
|
5
|
Osaic Holdings
Scottsdale,
Arizona
|
$18M
|
+$801K
|
+31,752
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.7M
|
-$1.13M
|
-44,821
|
-7%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$12.5M
|
-$57.1K
|
-2,262
|
-0.5%
|
|
|
8
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$10.7M
|
+$323K
|
+12,788
|
+3%
|
|
|
9
|
Platform Technology Partners
New York
|
$8.12M
|
+$1.08M
|
+42,758
|
+15%
|
|
|
10
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$6.44M
|
+$1.93M
|
+76,667
|
+43%
|
|
|
11
|
Custom Index Systems
New York
|
$5.08M
|
+$227K
|
+9,000
|
+5%
|
|
|
12
|
RMR Wealth Builders
Montclair,
New Jersey
|
$4.53M
|
+$874K
|
+34,654
|
+24%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.48M
|
+$398K
|
+15,774
|
+10%
|
|
|
14
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.3M
|
+$501K
|
+19,869
|
+13%
|
|
|
15
|
Citadel Advisors
Miami,
Florida
|
$2.59M
|
+$1.04M
|
+41,226
|
+68%
|
|
|
16
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.41M
|
-$9.81K
|
-389
|
-0.4%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.25M
|
-$27.6M
|
-1,095,663
|
-93%
|
|
|
18
|
&Partners
Nashville,
Tennessee
|
$1.99M
|
+$1.97M
|
+78,202
|
New
|
|
|
19
|
Stifel Financial
St. Louis,
Missouri
|
$1.71M
|
-$7.01M
|
-277,862
|
-81%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$1.55M
|
-$2.67M
|
-105,736
|
-63%
|
|
|
21
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.43M
|
+$83.8K
|
+3,324
|
+6%
|
|
|
22
|
River Street Advisors
Aurora,
Illinois
|
$1.39M
|
+$67.3K
|
+2,669
|
+5%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.33M
|
-$2.59M
|
-102,494
|
-66%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$1.09M
|
+$872K
|
+34,553
|
+421%
|
|
|
25
|
Prosperity Financial Group
San Ramon,
California
|
$986K
|
+$189K
|
+7,500
|
+24%
|
|
