|
1
|
Principal Financial Group
Des Moines,
Iowa
|
$45.7M
|
+$528K
|
+27,369
|
+1%
|
|
|
2
|
Strategic Planning Group
Bountiful,
Utah
|
$19.5M
|
+$6.44M
|
+334,008
|
+50%
|
|
|
3
|
Cyndeo Wealth Partners
St. Petersburg,
Florida
|
$16.9M
|
+$483K
|
+25,060
|
+3%
|
|
|
4
|
Principal Securities
Des Moines,
Iowa
|
$14.3M
|
+$6.66M
|
+345,511
|
+89%
|
|
|
5
|
Ameritas Investment Partners
Lincoln,
Nebraska
|
$12M
|
+$908K
|
+47,103
|
+8%
|
|
|
6
|
|
$11.9M
|
+$1.32M
|
+68,685
|
+13%
|
|
|
7
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$10.4M
|
-$4.86M
|
-252,007
|
-32%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
+$6.09M
|
+316,018
|
+157%
|
|
|
9
|
Systelligence LLC
Bloomington,
Minnesota
|
$9.4M
|
-$90.1K
|
-4,673
|
-1%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$7.62M
|
+$1.48M
|
+76,524
|
+24%
|
|
|
11
|
|
$5.3M
|
+$5.24M
|
+271,526
|
New
|
|
|
12
|
|
$4.99M
|
-$26.5K
|
-1,376
|
-0.5%
|
|
|
13
|
Cedar Point Capital Partners
Cedar Rapids,
Iowa
|
$3.75M
|
-$1.36M
|
-70,654
|
-27%
|
|
|
14
|
AJ Advisors
Nashville,
Tennessee
|
$1.87M
|
-$57.9K
|
-3,001
|
-3%
|
|
|
15
|
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
|
$1.73M
|
+$1.71M
|
+88,506
|
New
|
|
|
16
|
|
$1.58M
|
+$1.56M
|
+81,073
|
New
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.36M
|
+$774K
|
+40,134
|
+136%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.36M
|
+$511K
|
+26,519
|
+62%
|
|
|
19
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$1.22M
|
+$1.21M
|
+62,644
|
New
|
|
|
20
|
Fortress Wealth Management
Culver City,
California
|
$810K
|
-$1.95M
|
-101,135
|
-71%
|
|
|
21
|
Hobart Private Capital
Charlotte,
North Carolina
|
$785K
|
+$182K
|
+9,456
|
+31%
|
|
|
22
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$754K
|
+$2.91K
|
+151
|
+0.4%
|
|
|
23
|
Kestra Private Wealth Services
Austin,
Texas
|
$731K
|
+$12.5K
|
+646
|
+2%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$714K
|
+$221K
|
+11,478
|
+46%
|
|
|
25
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$714K
|
+$221K
|
+11,478
|
+46%
|
|
