|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$84.3M
|
+$6.69M
|
+291,908
|
+9%
|
|
|
2
|
Atomi Financial Group
New York
|
$36.2M
|
+$4.03M
|
+175,945
|
+13%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$29.7M
|
+$18.3M
|
+798,850
|
+163%
|
|
|
4
|
Raymond James Financial
St Petersburg,
Florida
|
$17M
|
-$178K
|
-7,752
|
-1%
|
|
|
5
|
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
|
$14.4M
|
+$55K
|
+2,401
|
+0.4%
|
|
|
6
|
Stifel Financial
St. Louis,
Missouri
|
$11.2M
|
+$1.13M
|
+49,363
|
+11%
|
|
|
7
|
Peak Financial Management
Wellesley,
Massachusetts
|
$11.1M
|
+$4.08M
|
+177,932
|
+59%
|
|
|
8
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.3M
|
-$2.62M
|
-114,117
|
-20%
|
|
|
9
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.84M
|
+$966K
|
+42,134
|
+25%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.52M
|
+$322K
|
+14,055
|
+8%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.27M
|
-$147K
|
-6,398
|
-4%
|
|
|
12
|
Maridea Wealth Management
Brooklyn,
New York
|
$3.07M
|
+$3.05M
|
+133,086
|
New
|
|
|
13
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$3.03M
|
+$660K
|
+28,789
|
+28%
|
|
|
14
|
Fifth Third Securities
Cincinnati,
Ohio
|
$2.97M
|
+$111K
|
+4,821
|
+4%
|
|
|
15
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.39M
|
+$27.6K
|
+1,206
|
+1%
|
|
|
16
|
Total Clarity Wealth Management
St. Charles,
Illinois
|
$1.6M
|
-$55.7K
|
-2,431
|
-3%
|
|
|
17
|
Essex Financial Services
Essex,
Connecticut
|
$1.3M
|
+$25.6K
|
+1,116
|
+2%
|
|
|
18
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$1.3M
|
+$376K
|
+16,420
|
+41%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$1.2M
|
+$1.19M
|
+52,050
|
New
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$1.19M
|
-$56.6K
|
-2,469
|
-5%
|
|
|
21
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$910K
|
-$25.2K
|
-1,100
|
-3%
|
|
|
22
|
Sonoma Allocations
Santa Rosa,
California
|
$857K
|
+$847K
|
+36,957
|
New
|
|
|
23
|
Heritage Wealth Architects
Mendota Heights,
Minnesota
|
$719K
|
+$4.4K
|
+192
|
+0.6%
|
|
|
24
|
Bright Futures Wealth Management
Webster, Ny 14580,
New York
|
$708K
|
+$703K
|
+30,675
|
New
|
|
|
25
|
Wealth Management Partners
Tucson,
Arizona
|
$702K
|
-$80.5K
|
-3,511
|
-10%
|
|
