|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$35.8M
|
+$6.79M
|
+142,290
|
+24%
|
|
|
2
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$27.1M
|
+$11.3M
|
+237,379
|
+72%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$23.8M
|
+$1.19M
|
+24,843
|
+5%
|
|
|
4
|
McCarthy & Cox
Marysville,
Ohio
|
$17.5M
|
+$279K
|
+5,845
|
+2%
|
|
|
5
|
|
$17M
|
+$8.39M
|
+175,879
|
+98%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$16.8M
|
+$2.11M
|
+44,146
|
+14%
|
|
|
7
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$14.5M
|
+$331K
|
+6,940
|
+2%
|
|
|
8
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$14M
|
+$26.5K
|
+556
|
+0.2%
|
|
|
9
|
Hills Bank & Trust
North Liberty,
Iowa
|
$14M
|
+$1.21M
|
+25,418
|
+10%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$13.9M
|
+$5.66M
|
+118,537
|
+69%
|
|
|
11
|
Peak Financial Management
Wellesley,
Massachusetts
|
$13.5M
|
+$13.5M
|
+282,609
|
New
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$13.1M
|
+$878K
|
+18,392
|
+7%
|
|
|
13
|
Acima Private Wealth
Richmond,
Virginia
|
$10.4M
|
+$1.6M
|
+33,461
|
+18%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$9.74M
|
+$1.6M
|
+33,608
|
+20%
|
|
|
15
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$9.47M
|
-$755K
|
-15,825
|
-7%
|
|
|
16
|
CGN Advisors
Manhattan,
Kansas
|
$9.1M
|
-$5.5M
|
-115,348
|
-38%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.55M
|
-$111K
|
-2,335
|
-1%
|
|
|
18
|
MAI Capital Management
Independence,
Ohio
|
$8.39M
|
+$241K
|
+5,049
|
+3%
|
|
|
19
|
Peterson Wealth Advisors
Orem,
Utah
|
$7.64M
|
+$209K
|
+4,381
|
+3%
|
|
|
20
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$7.54M
|
+$171K
|
+3,577
|
+2%
|
|
|
21
|
Ignite Planners
San Clemente,
California
|
$7.11M
|
+$561K
|
+11,759
|
+9%
|
|
|
22
|
Windsor Capital Management
Phoenix,
Arizona
|
$7.1M
|
+$125K
|
+2,630
|
+2%
|
|
|
23
|
Fiduciary Alliance
Greenville,
South Carolina
|
$6.54M
|
+$2.68M
|
+56,147
|
+70%
|
|
|
24
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$6.24M
|
+$156K
|
+3,260
|
+3%
|
|
|
25
|
Halbert Hargrove Global Advisors
Long Beach,
California
|
$5.96M
|
+$51.2K
|
+1,073
|
+0.9%
|
|
