|
1
|
Country Trust Bank
Bloomington,
Illinois
|
$218M
|
+$5.88M
|
+123,516
|
+3%
|
|
|
2
|
Sequoia Financial Advisors
Akron,
Ohio
|
$75.7M
|
+$2.4M
|
+50,304
|
+3%
|
|
|
3
|
Osaic Holdings
Scottsdale,
Arizona
|
$72.6M
|
+$20.7M
|
+434,053
|
+39%
|
|
|
4
|
RWA Wealth Partners
Newton,
Massachusetts
|
$58.4M
|
+$19.1M
|
+402,059
|
+47%
|
|
|
5
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$54.2M
|
+$1.64M
|
+34,529
|
+3%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$43M
|
+$3.7M
|
+77,596
|
+9%
|
|
|
7
|
MML Investors Services
Springfield,
Massachusetts
|
$41.1M
|
-$3.21M
|
-67,351
|
-7%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$38.6M
|
-$6.2M
|
-130,229
|
-14%
|
|
|
9
|
|
$29.9M
|
+$8.9M
|
+186,826
|
+41%
|
|
|
10
|
Brookstone Capital Management
Wheaton,
Illinois
|
$24.1M
|
-$26.3M
|
-552,717
|
-52%
|
|
|
11
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$23.7M
|
-$2.4M
|
-50,469
|
-9%
|
|
|
12
|
Spire Wealth Management
Mclean,
Virginia
|
$23.1M
|
-$7.32M
|
-153,793
|
-24%
|
|
|
13
|
WestHill Financial Advisors
San Rafael,
California
|
$23M
|
-$326K
|
-6,853
|
-1%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$22.2M
|
+$339K
|
+7,113
|
+2%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$21.6M
|
-$9.18M
|
-192,663
|
-29%
|
|
|
16
|
Vicus Capital
State College,
Pennsylvania
|
$21.4M
|
-$1.6M
|
-33,536
|
-7%
|
|
|
17
|
Gratus Capital
Atlanta,
Georgia
|
$21M
|
-$1.71M
|
-35,802
|
-7%
|
|
|
18
|
Huntington National Bank
Columbus,
Ohio
|
$20.3M
|
–
|
–
|
–
|
|
|
19
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$19M
|
+$292K
|
+6,125
|
+2%
|
|
|
20
|
Rational Advisors
Huntington,
New York
|
$15.6M
|
-$9.69M
|
-203,399
|
-38%
|
|
|
21
|
Navalign LLC
Encino,
California
|
$15.5M
|
+$15.9M
|
+332,919
|
New
|
|
|
22
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$15.2M
|
-$1.32M
|
-27,776
|
-8%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.1M
|
+$2.13M
|
+44,658
|
+16%
|
|
|
24
|
Aspiriant LLC
Los Angeles,
California
|
$14.9M
|
+$12.8M
|
+268,470
|
+511%
|
|
|
25
|
Valley National Advisers
Bethlehem,
Pennsylvania
|
$13M
|
+$11.6M
|
+243,772
|
+686%
|
|
