|
1
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$147M
|
+$162M
|
+3,341,641
|
New
|
|
|
2
|
Trust Point Inc
La Crosse,
Wisconsin
|
$131M
|
-$2.08M
|
-42,963
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$68.1M
|
+$14.2M
|
+294,595
|
+23%
|
|
|
4
|
RVW Wealth
Los Angeles,
California
|
$54.1M
|
+$2.36M
|
+48,856
|
+4%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$26.2M
|
-$1.34M
|
-27,720
|
-4%
|
|
|
6
|
Private Advisor Group
Morristown,
New Jersey
|
$23.5M
|
+$3.44M
|
+71,184
|
+15%
|
|
|
7
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$16.8M
|
-$2.08M
|
-43,125
|
-10%
|
|
|
8
|
Legacy Financial Advisors
Covington,
Kentucky
|
$15.6M
|
-$82.9K
|
-1,714
|
-0.5%
|
|
|
9
|
|
$13.7M
|
+$4.92M
|
+101,797
|
+48%
|
|
|
10
|
Columbia Advisory Partners
Spokane,
Washington
|
$13.7M
|
+$2.22M
|
+46,006
|
+17%
|
|
|
11
|
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
|
$13.6M
|
+$5.23M
|
+108,092
|
+53%
|
|
|
12
|
Raymond James Financial
St Petersburg,
Florida
|
$13.5M
|
+$8.62M
|
+178,312
|
+138%
|
|
|
13
|
GPS Wealth Strategies Group
Centennial,
Colorado
|
$11.7M
|
+$3.72M
|
+77,016
|
+41%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$11M
|
+$2.03M
|
+42,022
|
+20%
|
|
|
15
|
Smartleaf Asset Management
Boston,
Massachusetts
|
$10.8M
|
+$2.18M
|
+45,133
|
+22%
|
|
|
16
|
Insight Advisors
Newtown,
Pennsylvania
|
$10.2M
|
+$1.6M
|
+33,104
|
+17%
|
|
|
17
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.42M
|
+$3.89M
|
+80,428
|
+72%
|
|
|
18
|
Atria Investments
Charlotte,
North Carolina
|
$8.22M
|
+$2.07M
|
+42,733
|
+30%
|
|
|
19
|
tru Independence
Portland,
Oregon
|
$7.78M
|
+$1.06M
|
+22,020
|
+14%
|
|
|
20
|
Etesian Wealth Advisors
West Linn,
Oregon
|
$7.65M
|
+$3.61M
|
+74,695
|
+75%
|
|
|
21
|
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
|
$7.45M
|
+$2.98M
|
+61,697
|
+57%
|
|
|
22
|
Concurrent Investment Advisors
Tampa,
Florida
|
$5.97M
|
+$6.57M
|
+135,930
|
New
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$5.27M
|
+$1.76M
|
+36,390
|
+44%
|
|
|
24
|
|
$4.89M
|
-$1.2M
|
-24,762
|
-18%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$3.83M
|
+$2M
|
+41,297
|
+90%
|
|
