|
1
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$478M
|
+$6.74M
|
+199,943
|
+1%
|
|
|
2
|
Spire Wealth Management
Mclean,
Virginia
|
$123M
|
+$432K
|
+12,819
|
+2%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$68.8M
|
-$6.4M
|
-189,965
|
-9%
|
|
|
4
|
WMS Partners
Towson,
Maryland
|
$49M
|
+$10.1M
|
+299,746
|
+26%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$45.1M
|
+$1.43M
|
+42,464
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$42.4M
|
+$4.43M
|
+131,505
|
+12%
|
|
|
7
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$37M
|
+$4.96M
|
+147,356
|
+16%
|
|
|
8
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$29.4M
|
+$4.23M
|
+125,682
|
+17%
|
|
|
9
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$26.5M
|
-$4.44M
|
-131,765
|
-14%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$23.8M
|
+$5.38M
|
+159,682
|
+29%
|
|
|
11
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$21.6M
|
+$742K
|
+22,036
|
+4%
|
|
|
12
|
Howard Financial Services
Dallas,
Texas
|
$21.3M
|
+$3.07M
|
+91,245
|
+17%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.4M
|
+$876K
|
+25,992
|
+5%
|
|
|
14
|
Truist Financial
Charlotte,
North Carolina
|
$19M
|
-$728K
|
-21,603
|
-4%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.7M
|
+$1.6M
|
+47,480
|
+11%
|
|
|
16
|
Bank of New York Mellon
New York
|
$16.2M
|
+$30.2K
|
+897
|
+0.2%
|
|
|
17
|
Berger Financial Group
Plymouth,
Minnesota
|
$15.8M
|
+$2.65M
|
+78,774
|
+20%
|
|
|
18
|
Bensler
Bellevue,
Washington
|
$14.8M
|
+$1.91M
|
+56,692
|
+15%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.1M
|
+$3.16M
|
+93,844
|
+29%
|
|
|
20
|
Horizon Investments
Charlotte,
North Carolina
|
$14.1M
|
-$10.3K
|
-305
|
-0.1%
|
|
|
21
|
Davenport & Co
Richmond,
Virginia
|
$12.9M
|
+$1.7M
|
+50,354
|
+15%
|
|
|
22
|
Advance Capital Management
Southfield,
Michigan
|
$12.7M
|
+$12.6M
|
+375,478
|
New
|
|
|
23
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$12.3M
|
+$3.55M
|
+105,382
|
+41%
|
|
|
24
|
IRON Financial
Northbrook,
Illinois
|
$12.2M
|
-$66.8K
|
-1,983
|
-0.5%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$10.8M
|
+$1.1M
|
+32,761
|
+11%
|
|
