|
1
|
Strategic Planning Group
Bountiful,
Utah
|
$59.3M
|
+$9.94M
|
+481,148
|
+20%
|
|
|
2
|
|
$45.9M
|
+$20.3M
|
+980,052
|
+79%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$44.3M
|
+$25.2M
|
+1,217,874
|
+132%
|
|
|
4
|
Ferguson Shapiro
Decatur,
Georgia
|
$20.1M
|
+$2.78M
|
+134,283
|
+16%
|
|
|
5
|
First Trust Advisors
Wheaton,
Illinois
|
$13.8M
|
+$8.61M
|
+416,384
|
+165%
|
|
|
6
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$13.6M
|
+$4.19M
|
+202,507
|
+44%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.3M
|
+$5.24M
|
+253,670
|
+65%
|
|
|
8
|
Kestra Advisory Services
Austin,
Texas
|
$11.9M
|
+$152K
|
+7,343
|
+1%
|
|
|
9
|
Uniting Wealth Partners
Mission,
Kansas
|
$11.1M
|
+$5.51M
|
+266,706
|
+98%
|
|
|
10
|
Legacy Capital Wealth Management
The Woodlands,
Texas
|
$11M
|
+$1.44M
|
+69,460
|
+15%
|
|
|
11
|
First Heartland Consultants
Lake St. Louis,
Missouri
|
$10.3M
|
-$283K
|
-13,679
|
-3%
|
|
|
12
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$8.83M
|
+$1.57M
|
+76,168
|
+22%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.72M
|
+$1.18M
|
+56,897
|
+16%
|
|
|
14
|
Delta Investment Management
San Francisco,
California
|
$6.81M
|
+$697K
|
+33,705
|
+11%
|
|
|
15
|
Harbour Investments
Madison,
Wisconsin
|
$6.07M
|
+$409K
|
+19,786
|
+7%
|
|
|
16
|
Channel Wealth
Santa Barbara,
California
|
$5.93M
|
+$4.46M
|
+215,655
|
+302%
|
|
|
17
|
Brendel Financial Advisors
Hanover,
New Hampshire
|
$5.43M
|
+$17.1K
|
+829
|
+0.3%
|
|
|
18
|
Snowden Capital Advisors
New York
|
$4.73M
|
+$324K
|
+15,661
|
+7%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.53M
|
+$1.93M
|
+93,454
|
+74%
|
|
|
20
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.22M
|
+$52.8K
|
+2,557
|
+1%
|
|
|
21
|
&Partners
Nashville,
Tennessee
|
$4.09M
|
+$4.09M
|
+197,804
|
New
|
|
|
22
|
Farther Finance Advisors
San Francisco,
California
|
$3.19M
|
+$1.17M
|
+56,529
|
+58%
|
|
|
23
|
CoreCap Advisors
Southfield,
Michigan
|
$3.04M
|
+$3.04M
|
+146,884
|
New
|
|
|
24
|
Crux Wealth Advisors
Long Beach,
California
|
$2.9M
|
+$22.2K
|
+1,072
|
+0.8%
|
|
|
25
|
Triad Wealth Partners
Lawrence,
Kansas
|
$2.68M
|
+$2.69M
|
+130,301
|
New
|
|
