|
1
|
Avantax Planning Partners
Dubuque,
Iowa
|
$116M
|
+$5.06M
|
+103,811
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$74.5M
|
+$6.41M
|
+131,508
|
+9%
|
|
|
3
|
Rice Partnership
Honolulu,
Hawaii
|
$71.3M
|
+$3.06M
|
+62,702
|
+4%
|
|
|
4
|
FSM Wealth Advisors
Cleveland,
Ohio
|
$55.7M
|
+$12.1M
|
+247,960
|
+27%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$51.6M
|
+$37.4M
|
+767,913
|
+247%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$47M
|
+$5.64M
|
+115,784
|
+13%
|
|
|
7
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$44.3M
|
+$39.9M
|
+819,609
|
+763%
|
|
|
8
|
Parallel Advisors
San Francisco,
California
|
$42.2M
|
+$43M
|
+883,008
|
New
|
|
|
9
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$36.2M
|
+$8.3M
|
+170,318
|
+29%
|
|
|
10
|
Kestra Investment Management
Austin,
Texas
|
$31.7M
|
+$32.3M
|
+663,626
|
New
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$29.3M
|
+$3.8M
|
+78,080
|
+15%
|
|
|
12
|
Goldstone Financial Group
Oakbrook Terrace,
Illinois
|
$25.8M
|
-$101K
|
-2,070
|
-0.4%
|
|
|
13
|
|
$23.4M
|
-$12.4M
|
-255,328
|
-34%
|
|
|
14
|
Midwest Financial Partners Investments
St. Cloud,
Minnesota
|
$21.8M
|
+$1.41M
|
+28,882
|
+7%
|
|
|
15
|
Hughes Financial Services
Herndon,
Virginia
|
$21.6M
|
+$840K
|
+17,232
|
+4%
|
|
|
16
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$21.3M
|
+$7.07M
|
+145,108
|
+48%
|
|
|
17
|
ForthRight Wealth Management
Alpharetta,
Georgia
|
$20.2M
|
+$1.78M
|
+36,440
|
+9%
|
|
|
18
|
Hills Bank & Trust
North Liberty,
Iowa
|
$20M
|
+$1.45M
|
+29,798
|
+8%
|
|
|
19
|
Apella Capital
West Hartford,
Connecticut
|
$20M
|
+$13.2M
|
+271,225
|
+193%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.6M
|
+$13.1M
|
+267,836
|
+267%
|
|
|
21
|
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
|
$17.3M
|
+$347K
|
+7,116
|
+2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.1M
|
+$10.8M
|
+222,394
|
+164%
|
|
|
23
|
KMG Fiduciary Partners
Toledo,
Ohio
|
$17M
|
+$450K
|
+9,239
|
+3%
|
|
|
24
|
Certified Advisory Corp
Altamonte Springs,
Florida
|
$16.8M
|
+$1.51M
|
+30,936
|
+10%
|
|
|
25
|
Peak Financial Management
Wellesley,
Massachusetts
|
$16.5M
|
+$1.56M
|
+31,968
|
+10%
|
|
