|
1
|
Hills Bank & Trust
North Liberty,
Iowa
|
$67M
|
+$2.74M
|
+107,391
|
+4%
|
|
|
2
|
Raymond James Financial
St Petersburg,
Florida
|
$27.5M
|
+$1.61M
|
+62,963
|
+6%
|
|
|
3
|
Broadway Wealth Solutions
San Antonio,
Texas
|
$26.3M
|
+$1.52M
|
+59,699
|
+6%
|
|
|
4
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$25.1M
|
+$1.81M
|
+70,999
|
+8%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.9M
|
+$5.18M
|
+202,747
|
+33%
|
|
|
6
|
Wealth Intelligence
Columbus,
Georgia
|
$16.8M
|
+$16.9M
|
+661,005
|
New
|
|
|
7
|
Wilkerson Advisory Group
Columbia,
Missouri
|
$14.1M
|
+$14.2M
|
+556,482
|
New
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$13.9M
|
+$1.45M
|
+56,967
|
+12%
|
|
|
9
|
Platform Technology Partners
New York
|
$11.6M
|
+$3.48M
|
+136,487
|
+43%
|
|
|
10
|
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
$11.6M
|
+$873K
|
+34,182
|
+8%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.7M
|
-$7.47M
|
-292,438
|
-41%
|
|
|
12
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$8.51M
|
+$2.08M
|
+81,658
|
+32%
|
|
|
13
|
Bank of New York Mellon
New York
|
$7.42M
|
+$7.46M
|
+292,139
|
New
|
|
|
14
|
RMR Wealth Builders
Montclair,
New Jersey
|
$5.28M
|
+$763K
|
+29,900
|
+17%
|
|
|
15
|
Custom Index Systems
New York
|
$5.11M
|
+$25.5K
|
+1,000
|
+0.5%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.69M
|
+$206K
|
+8,083
|
+5%
|
|
|
17
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.81M
|
+$2.73M
|
+107,089
|
+250%
|
|
|
18
|
Signature Equity Partners
Columbus,
Ohio
|
$3.63M
|
+$3.65M
|
+143,114
|
New
|
|
|
19
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.39M
|
-$14.7K
|
-577
|
-0.6%
|
|
|
20
|
&Partners
Nashville,
Tennessee
|
$2.27M
|
+$284K
|
+11,109
|
+14%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$2.16M
|
+$456K
|
+17,857
|
+27%
|
|
|
22
|
|
$1.91M
|
+$1.49M
|
+58,363
|
+342%
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$1.88M
|
+$456K
|
+17,849
|
+32%
|
|
|
24
|
Cedrus Wealth Group LLC
Andover,
Minnesota
|
$1.78M
|
+$1.79M
|
+70,141
|
New
|
|
|
25
|
River Street Advisors
Aurora,
Illinois
|
$1.53M
|
+$144K
|
+5,626
|
+10%
|
|
