|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$110M
|
+$46.2M
|
+948,714
|
+73%
|
|
|
2
|
Rice Partnership
Honolulu,
Hawaii
|
$64.4M
|
+$64M
|
+1,312,996
|
New
|
|
|
3
|
LPL Financial
San Diego,
California
|
$40.1M
|
+$19.1M
|
+391,696
|
+92%
|
|
|
4
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$37M
|
+$4.12M
|
+84,496
|
+13%
|
|
|
5
|
|
$30.7M
|
+$30.5M
|
+626,079
|
New
|
|
|
6
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$24.6M
|
+$2.02M
|
+41,443
|
+9%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$24.4M
|
+$2.66M
|
+54,629
|
+12%
|
|
|
8
|
Mainstay Capital Management
Grand Blanc,
Michigan
|
$23.7M
|
-$21.7M
|
-446,196
|
-48%
|
|
|
9
|
|
$23M
|
+$2.48M
|
+51,015
|
+12%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$21.8M
|
+$15.9M
|
+326,705
|
+278%
|
|
|
11
|
Hughes Financial Services
Herndon,
Virginia
|
$19.4M
|
+$890K
|
+18,275
|
+5%
|
|
|
12
|
Hills Bank & Trust
North Liberty,
Iowa
|
$18.3M
|
+$2.16M
|
+44,425
|
+14%
|
|
|
13
|
McCarthy & Cox
Marysville,
Ohio
|
$17.6M
|
+$176K
|
+3,615
|
+1%
|
|
|
14
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$17M
|
+$1.07M
|
+21,995
|
+7%
|
|
|
15
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$15.6M
|
+$935K
|
+19,200
|
+6%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$15.5M
|
+$2.03M
|
+41,730
|
+15%
|
|
|
17
|
Peak Financial Management
Wellesley,
Massachusetts
|
$14.8M
|
+$612K
|
+12,561
|
+4%
|
|
|
18
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$14.8M
|
+$4.95M
|
+101,542
|
+51%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.6M
|
+$10.7M
|
+219,447
|
+283%
|
|
|
20
|
Bank of America
Charlotte,
North Carolina
|
$12.2M
|
-$17.9M
|
-366,734
|
-60%
|
|
|
21
|
Acima Private Wealth
Richmond,
Virginia
|
$12M
|
+$1.65M
|
+33,907
|
+16%
|
|
|
22
|
CGN Advisors
Manhattan,
Kansas
|
$10.1M
|
+$336K
|
+6,890
|
+3%
|
|
|
23
|
MAI Capital Management
Independence,
Ohio
|
$9.56M
|
+$282K
|
+5,799
|
+3%
|
|
|
24
|
Peterson Wealth Advisors
Orem,
Utah
|
$8.82M
|
+$773K
|
+15,868
|
+10%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.68M
|
+$87.3K
|
+1,792
|
+1%
|
|
