|
1
|
Country Trust Bank
Bloomington,
Illinois
|
$225M
|
+$38.5M
|
+717,486
|
+20%
|
|
|
2
|
Osaic Holdings
Scottsdale,
Arizona
|
$59.1M
|
+$5.18M
|
+96,532
|
+10%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$46.6M
|
+$7.56M
|
+140,915
|
+19%
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
$45.4M
|
+$2.1M
|
+39,089
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$42.2M
|
+$3.82M
|
+71,206
|
+10%
|
|
|
6
|
Spire Wealth Management
Mclean,
Virginia
|
$33M
|
+$1.84M
|
+34,333
|
+6%
|
|
|
7
|
LVZ Inc
Holland,
Michigan
|
$31.3M
|
+$1.15M
|
+21,457
|
+4%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$26.6M
|
+$4M
|
+74,557
|
+18%
|
|
|
9
|
Sequoia Financial Advisors
Akron,
Ohio
|
$24.2M
|
-$37M
|
-690,227
|
-60%
|
|
|
10
|
Huntington National Bank
Columbus,
Ohio
|
$22.5M
|
–
|
–
|
–
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$21.3M
|
+$20.8M
|
+388,340
|
+3,136%
|
|
|
12
|
Harbour Investments
Madison,
Wisconsin
|
$21M
|
+$691K
|
+12,881
|
+3%
|
|
|
13
|
Vicus Capital
State College,
Pennsylvania
|
$20.3M
|
-$304K
|
-5,663
|
-1%
|
|
|
14
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$19.6M
|
+$533K
|
+9,942
|
+3%
|
|
|
15
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$19.4M
|
+$435K
|
+8,105
|
+2%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19M
|
+$422K
|
+7,862
|
+2%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$17.4M
|
+$345K
|
+6,437
|
+2%
|
|
|
18
|
|
$14.8M
|
+$1.99M
|
+37,169
|
+15%
|
|
|
19
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$13.6M
|
+$1.81M
|
+33,734
|
+15%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$13.3M
|
-$1.08M
|
-20,071
|
-7%
|
|
|
21
|
WestHill Financial Advisors
San Rafael,
California
|
$12.5M
|
+$12.6M
|
+235,021
|
New
|
|
|
22
|
|
$12.1M
|
+$2.39M
|
+44,500
|
+24%
|
|
|
23
|
Creative Financial Designs
Kokomo,
Indiana
|
$11.9M
|
+$4.94M
|
+92,210
|
+70%
|
|
|
24
|
NFP Retirement Inc
Aliso Viejo,
California
|
$11.8M
|
+$50.6K
|
+943
|
+0.4%
|
|
|
25
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$11.6M
|
+$1.02M
|
+19,056
|
+10%
|
|
