|
1
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$463M
|
+$277K
|
+8,176
|
+0.1%
|
|
|
2
|
AE Wealth Management
Topeka,
Kansas
|
$83.4M
|
-$6.28M
|
-185,650
|
-7%
|
|
|
3
|
Spire Wealth Management
Mclean,
Virginia
|
$36.8M
|
+$1.29M
|
+38,086
|
+5%
|
|
|
4
|
WMS Partners
Towson,
Maryland
|
$35.2M
|
+$35.6M
|
+1,052,694
|
New
|
|
|
5
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$34.1M
|
+$2.33M
|
+68,769
|
+7%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$26.3M
|
+$8.64M
|
+255,454
|
+48%
|
|
|
7
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$25.4M
|
+$1.36M
|
+40,074
|
+6%
|
|
|
8
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$25.3M
|
+$2.02M
|
+59,726
|
+9%
|
|
|
9
|
Horizon Investments
Charlotte,
North Carolina
|
$20.8M
|
-$5.4M
|
-159,589
|
-20%
|
|
|
10
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$20.6M
|
+$8.68M
|
+256,698
|
+71%
|
|
|
11
|
Truist Financial
Charlotte,
North Carolina
|
$17.1M
|
-$413K
|
-12,203
|
-2%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$16.2M
|
+$468K
|
+13,829
|
+3%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$16M
|
+$1.45M
|
+42,987
|
+10%
|
|
|
14
|
PFS Investments
Duluth,
Georgia
|
$15.8M
|
+$1.21M
|
+35,914
|
+8%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.3M
|
+$1.22M
|
+36,166
|
+9%
|
|
|
16
|
IRON Financial
Northbrook,
Illinois
|
$13M
|
-$606K
|
-17,933
|
-4%
|
|
|
17
|
Howard Financial Services
Dallas,
Texas
|
$12.9M
|
+$619K
|
+18,315
|
+5%
|
|
|
18
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$12.4M
|
+$12.5M
|
+369,704
|
New
|
|
|
19
|
Berger Financial Group
Plymouth,
Minnesota
|
$11.7M
|
+$1.03M
|
+30,371
|
+10%
|
|
|
20
|
Davenport & Co
Richmond,
Virginia
|
$9.84M
|
+$987K
|
+29,184
|
+11%
|
|
|
21
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$9.84M
|
-$182K
|
-5,375
|
-2%
|
|
|
22
|
TimeScale Financial
Danvers,
Massachusetts
|
$9.84M
|
-$180K
|
-5,308
|
-2%
|
|
|
23
|
Brio Consultants
San Francisco,
California
|
$9.14M
|
-$218K
|
-6,450
|
-2%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$8.28M
|
+$4.31M
|
+127,415
|
+106%
|
|
|
25
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$8.23M
|
+$1.81M
|
+53,373
|
+28%
|
|
