|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$63.3M
|
+$26.6M
|
+555,190
|
+74%
|
|
|
2
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$45.2M
|
+$44.3M
|
+923,716
|
+17,815%
|
|
|
3
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$32.4M
|
+$4.93M
|
+102,771
|
+18%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$30M
|
+$5.74M
|
+119,627
|
+24%
|
|
|
5
|
|
$25.6M
|
+$23.5M
|
+489,178
|
+1,315%
|
|
|
6
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$22.3M
|
+$21.2M
|
+442,333
|
+2,602%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$21.6M
|
+$4.46M
|
+92,948
|
+27%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$20.7M
|
+$6.48M
|
+134,990
|
+46%
|
|
|
9
|
|
$20.4M
|
+$3.04M
|
+63,453
|
+18%
|
|
|
10
|
Hughes Financial Services
Herndon,
Virginia
|
$18.4M
|
+$18.1M
|
+378,005
|
+101,342%
|
|
|
11
|
McCarthy & Cox
Marysville,
Ohio
|
$17.3M
|
-$484K
|
-10,088
|
-3%
|
|
|
12
|
Hills Bank & Trust
North Liberty,
Iowa
|
$16M
|
+$1.75M
|
+36,508
|
+13%
|
|
|
13
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$15.8M
|
+$1.05M
|
+21,872
|
+7%
|
|
|
14
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$14.5M
|
+$275K
|
+5,731
|
+2%
|
|
|
15
|
Peak Financial Management
Wellesley,
Massachusetts
|
$14M
|
+$286K
|
+5,969
|
+2%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$13.3M
|
+$65.3K
|
+1,360
|
+0.5%
|
|
|
17
|
Avantax Advisory Services
Dallas,
Texas
|
$12.1M
|
+$2.15M
|
+44,876
|
+22%
|
|
|
18
|
Acima Private Wealth
Richmond,
Virginia
|
$10.3M
|
-$299K
|
-6,232
|
-3%
|
|
|
19
|
Systelligence LLC
Bloomington,
Minnesota
|
$9.77M
|
+$9.64M
|
+200,867
|
New
|
|
|
20
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$9.7M
|
+$84.3K
|
+1,757
|
+0.9%
|
|
|
21
|
CGN Advisors
Manhattan,
Kansas
|
$9.69M
|
+$446K
|
+9,288
|
+5%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$9.2M
|
+$673K
|
+14,022
|
+8%
|
|
|
23
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.53M
|
-$157K
|
-3,262
|
-2%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$8.29M
|
+$4.23M
|
+88,116
|
+107%
|
|
|
25
|
Peterson Wealth Advisors
Orem,
Utah
|
$8.01M
|
+$155K
|
+3,226
|
+2%
|
|
