|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$113M
|
+$3.85M
|
+78,619
|
+3%
|
|
|
2
|
Rice Partnership
Honolulu,
Hawaii
|
$69.6M
|
+$5.64M
|
+115,270
|
+9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$69.4M
|
+$29.7M
|
+607,775
|
+74%
|
|
|
4
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$44.7M
|
+$7.97M
|
+162,836
|
+22%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$42.2M
|
+$26.9M
|
+550,828
|
+174%
|
|
|
6
|
|
$36.3M
|
+$13.5M
|
+275,460
|
+59%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$28.6M
|
+$6.99M
|
+142,959
|
+32%
|
|
|
8
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$26.3M
|
+$1.95M
|
+39,892
|
+8%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$26M
|
+$1.79M
|
+36,644
|
+7%
|
|
|
10
|
Hughes Financial Services
Herndon,
Virginia
|
$21.1M
|
+$1.84M
|
+37,608
|
+9%
|
|
|
11
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
$20.8M
|
+$20.9M
|
+427,065
|
New
|
|
|
12
|
Hills Bank & Trust
North Liberty,
Iowa
|
$18.9M
|
+$745K
|
+15,222
|
+4%
|
|
|
13
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$18.8M
|
+$1.85M
|
+37,745
|
+11%
|
|
|
14
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$17.3M
|
+$17.4M
|
+355,700
|
New
|
|
|
15
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$16.9M
|
+$1.42M
|
+29,060
|
+9%
|
|
|
16
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$15.6M
|
+$957K
|
+19,552
|
+6%
|
|
|
17
|
Peak Financial Management
Wellesley,
Massachusetts
|
$15.2M
|
+$537K
|
+10,976
|
+4%
|
|
|
18
|
Bank of America
Charlotte,
North Carolina
|
$15.1M
|
+$2.98M
|
+61,004
|
+24%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$14.6M
|
+$12.6M
|
+256,745
|
+595%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14M
|
-$469K
|
-9,594
|
-3%
|
|
|
21
|
Stadion Money Management
Watkinsville,
Georgia
|
$11.4M
|
+$11.4M
|
+233,697
|
New
|
|
|
22
|
CGN Advisors
Manhattan,
Kansas
|
$10.5M
|
+$438K
|
+8,947
|
+4%
|
|
|
23
|
Acima Private Wealth
Richmond,
Virginia
|
$10.3M
|
-$1.67M
|
-34,093
|
-14%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$9.89M
|
+$394K
|
+8,047
|
+4%
|
|
|
25
|
Peterson Wealth Advisors
Orem,
Utah
|
$8.92M
|
+$122K
|
+2,500
|
+1%
|
|
