|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$28.6M
|
+$5.85M
|
+122,239
|
+25%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$22.3M
|
+$803K
|
+16,784
|
+4%
|
|
|
3
|
McCarthy & Cox
Marysville,
Ohio
|
$17M
|
+$1.53M
|
+31,940
|
+10%
|
|
|
4
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$15.6M
|
+$2.76M
|
+57,749
|
+21%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$14.5M
|
+$14.6M
|
+306,140
|
New
|
|
|
6
|
CGN Advisors
Manhattan,
Kansas
|
$14.4M
|
+$1.26M
|
+26,310
|
+9%
|
|
|
7
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$14M
|
+$621K
|
+12,989
|
+5%
|
|
|
8
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$13.8M
|
+$638K
|
+13,332
|
+5%
|
|
|
9
|
Hills Bank & Trust
North Liberty,
Iowa
|
$12.6M
|
+$2.03M
|
+42,373
|
+19%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$12M
|
+$142K
|
+2,966
|
+1%
|
|
|
11
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$10.1M
|
+$1.19M
|
+24,790
|
+13%
|
|
|
12
|
Acima Private Wealth
Richmond,
Virginia
|
$8.71M
|
+$107K
|
+2,227
|
+1%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.55M
|
-$91.6K
|
-1,914
|
-1%
|
|
|
14
|
|
$8.47M
|
+$1.2M
|
+25,127
|
+16%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$8.16M
|
+$1.01M
|
+21,207
|
+14%
|
|
|
16
|
MAI Capital Management
Independence,
Ohio
|
$8.04M
|
+$8.14M
|
+170,075
|
New
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$8.03M
|
+$2.48M
|
+51,933
|
+44%
|
|
|
18
|
Peterson Wealth Advisors
Orem,
Utah
|
$7.45M
|
-$68.5K
|
-1,432
|
-0.9%
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$7.27M
|
-$306K
|
-6,399
|
-4%
|
|
|
20
|
Windsor Capital Management
Phoenix,
Arizona
|
$6.88M
|
-$64.2K
|
-1,342
|
-0.9%
|
|
|
21
|
Ignite Planners
San Clemente,
California
|
$6.45M
|
+$234K
|
+4,894
|
+4%
|
|
|
22
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$6M
|
-$260K
|
-5,430
|
-4%
|
|
|
23
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$5.83M
|
+$159K
|
+3,333
|
+3%
|
|
|
24
|
Treasure Coast Financial Planning
Vero Beach,
Florida
|
$5.5M
|
-$279K
|
-5,840
|
-5%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$5.48M
|
+$5.53M
|
+115,521
|
+22,046%
|
|
