|
1
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$470M
|
+$3.99K
|
+118
|
+0%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$91.1M
|
-$1.34M
|
-39,796
|
-1%
|
|
|
3
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$32.3M
|
+$936K
|
+27,705
|
+3%
|
|
|
4
|
Horizon Investments
Charlotte,
North Carolina
|
$26.6M
|
+$8.27M
|
+244,620
|
+45%
|
|
|
5
|
Spire Wealth Management
Mclean,
Virginia
|
$26M
|
+$5.28M
|
+156,282
|
+26%
|
|
|
6
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$24.4M
|
+$2.84M
|
+84,097
|
+13%
|
|
|
7
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$23.7M
|
+$6.77M
|
+200,379
|
+40%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$18M
|
+$4.22M
|
+124,803
|
+31%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$17.8M
|
-$1.06M
|
-31,362
|
-6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$16M
|
+$9.39M
|
+277,875
|
+144%
|
|
|
11
|
PFS Investments
Duluth,
Georgia
|
$15.1M
|
+$8.06M
|
+238,488
|
+120%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.8M
|
+$3.42M
|
+101,229
|
+30%
|
|
|
13
|
IRON Financial
Northbrook,
Illinois
|
$13.8M
|
-$32.7K
|
-967
|
-0.2%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$13.3M
|
+$1.67M
|
+49,413
|
+14%
|
|
|
15
|
Quantitative Advantage
Minnetonka,
Minnesota
|
$12.7M
|
-$567K
|
-16,779
|
-4%
|
|
|
16
|
Howard Financial Services
Dallas,
Texas
|
$12.5M
|
+$2.09M
|
+61,895
|
+20%
|
|
|
17
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$12.3M
|
+$10.4M
|
+308,751
|
+597%
|
|
|
18
|
Berger Financial Group
Plymouth,
Minnesota
|
$10.8M
|
+$518K
|
+15,322
|
+5%
|
|
|
19
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$10.2M
|
-$109K
|
-3,236
|
-1%
|
|
|
20
|
TimeScale Financial
Danvers,
Massachusetts
|
$10.2M
|
+$10.1M
|
+299,647
|
New
|
|
|
21
|
Brio Consultants
San Francisco,
California
|
$9.52M
|
-$116K
|
-3,427
|
-1%
|
|
|
22
|
Davenport & Co
Richmond,
Virginia
|
$9.02M
|
+$251K
|
+7,433
|
+3%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$8.53M
|
-$740K
|
-21,908
|
-8%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.17M
|
+$302K
|
+8,930
|
+4%
|
|
|
25
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$6.56M
|
+$365K
|
+10,796
|
+6%
|
|
