|
1
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$457M
|
+$1.64M
|
+50,095
|
+0.4%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$89.9M
|
-$9.52M
|
-290,472
|
-10%
|
|
|
3
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$30.5M
|
+$2.96M
|
+90,259
|
+11%
|
|
|
4
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$21M
|
+$1.05M
|
+32,006
|
+5%
|
|
|
5
|
Spire Wealth Management
Mclean,
Virginia
|
$20.1M
|
+$292K
|
+8,895
|
+1%
|
|
|
6
|
Truist Financial
Charlotte,
North Carolina
|
$18.3M
|
-$4.53M
|
-138,086
|
-20%
|
|
|
7
|
Horizon Investments
Charlotte,
North Carolina
|
$17.8M
|
+$297K
|
+9,067
|
+2%
|
|
|
8
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$16.4M
|
+$7.91M
|
+241,357
|
+95%
|
|
|
9
|
IRON Financial
Northbrook,
Illinois
|
$13.5M
|
-$2.11M
|
-64,476
|
-14%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$13.4M
|
+$1.28M
|
+38,932
|
+11%
|
|
|
11
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$12.9M
|
-$78.6K
|
-2,398
|
-0.6%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.3M
|
+$8.95M
|
+272,887
|
+396%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$693K
|
+21,146
|
+7%
|
|
|
14
|
Howard Financial Services
Dallas,
Texas
|
$10.1M
|
+$4.67M
|
+142,336
|
+87%
|
|
|
15
|
Berger Financial Group
Plymouth,
Minnesota
|
$10M
|
+$330K
|
+10,074
|
+3%
|
|
|
16
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10M
|
+$9.93M
|
+302,985
|
New
|
|
|
17
|
Brio Consultants
San Francisco,
California
|
$9.36M
|
-$2.52M
|
-76,747
|
-21%
|
|
|
18
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$9.01M
|
+$1.63M
|
+49,877
|
+22%
|
|
|
19
|
Davenport & Co
Richmond,
Virginia
|
$8.52M
|
+$789K
|
+24,055
|
+10%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.67M
|
+$4.95M
|
+151,002
|
+297%
|
|
|
21
|
PFS Investments
Duluth,
Georgia
|
$6.58M
|
+$1.83M
|
+55,683
|
+39%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$6.38M
|
+$3.52M
|
+107,421
|
+126%
|
|
|
23
|
Rehmann Capital Advisory Group
Lansing,
Michigan
|
$6.35M
|
+$104K
|
+3,170
|
+2%
|
|
|
24
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$6.02M
|
+$632K
|
+19,274
|
+12%
|
|
|
25
|
Mariner
Overland Park,
Kansas
|
$4.58M
|
+$4.55M
|
+138,685
|
New
|
|
