|
1
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$483M
|
+$5M
|
+149,883
|
+1%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$66.5M
|
-$1.8M
|
-54,079
|
-3%
|
|
|
3
|
WMS Partners
Towson,
Maryland
|
$55.4M
|
+$6.73M
|
+201,784
|
+14%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$46.7M
|
+$4.58M
|
+137,267
|
+11%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$44.3M
|
-$469K
|
-14,060
|
-1%
|
|
|
6
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$40.8M
|
+$3.98M
|
+119,379
|
+11%
|
|
|
7
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$38.1M
|
+$11.8M
|
+352,787
|
+45%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$27.5M
|
+$3.87M
|
+116,150
|
+16%
|
|
|
9
|
Truist Financial
Charlotte,
North Carolina
|
$26.8M
|
+$7.87M
|
+236,074
|
+42%
|
|
|
10
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$26.3M
|
+$4.9M
|
+146,846
|
+23%
|
|
|
11
|
Spire Wealth Management
Mclean,
Virginia
|
$25.7M
|
-$903K
|
-27,095
|
-3%
|
|
|
12
|
Howard Financial Services
Dallas,
Texas
|
$25.5M
|
+$4.34M
|
+130,224
|
+21%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.2M
|
+$6.52M
|
+195,514
|
+39%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.5M
|
+$2.25M
|
+67,499
|
+12%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.4M
|
+$6.45M
|
+193,395
|
+46%
|
|
|
16
|
Berger Financial Group
Plymouth,
Minnesota
|
$18.2M
|
+$2.49M
|
+74,669
|
+16%
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$17.6M
|
+$17.9M
|
+537,798
|
New
|
|
|
18
|
Bensler
Bellevue,
Washington
|
$16.3M
|
+$1.58M
|
+47,435
|
+11%
|
|
|
19
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$15.7M
|
-$13.3M
|
-400,359
|
-46%
|
|
|
20
|
Bank of New York Mellon
New York
|
$13.9M
|
-$2.12M
|
-63,536
|
-13%
|
|
|
21
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$12.9M
|
+$624K
|
+18,722
|
+5%
|
|
|
22
|
Advance Capital Management
Southfield,
Michigan
|
$12.8M
|
+$259K
|
+7,754
|
+2%
|
|
|
23
|
Horizon Investments
Charlotte,
North Carolina
|
$11.9M
|
-$2.05M
|
-61,342
|
-15%
|
|
|
24
|
IRON Financial
Northbrook,
Illinois
|
$11.9M
|
-$187K
|
-5,612
|
-2%
|
|
|
25
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$11.7M
|
+$938K
|
+28,128
|
+9%
|
|
