|
1
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$480M
|
-$24.4M
|
-706,391
|
-5%
|
|
|
2
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$69.7M
|
+$350K
|
+10,158
|
+0.5%
|
|
|
3
|
WMS Partners
Towson,
Maryland
|
$61.4M
|
+$3.6M
|
+104,468
|
+6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$52M
|
+$3.16M
|
+91,714
|
+7%
|
|
|
5
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$51M
|
+$8.35M
|
+242,065
|
+20%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$47.4M
|
+$1.16M
|
+33,481
|
+3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$36.5M
|
+$7.63M
|
+221,300
|
+27%
|
|
|
8
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$34M
|
-$5.71M
|
-165,558
|
-15%
|
|
|
9
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$33.2M
|
+$33.9M
|
+983,533
|
New
|
|
|
10
|
Howard Financial Services
Dallas,
Texas
|
$29.1M
|
+$2.4M
|
+69,513
|
+9%
|
|
|
11
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$28.5M
|
+$20.4M
|
+590,420
|
+261%
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$28.5M
|
+$10.6M
|
+307,444
|
+57%
|
|
|
13
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$28.3M
|
+$841K
|
+24,381
|
+3%
|
|
|
14
|
Spire Wealth Management
Mclean,
Virginia
|
$26.8M
|
-$132K
|
-3,827
|
-0.5%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.2M
|
+$1.99M
|
+57,558
|
+8%
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$24M
|
+$1.54M
|
+44,525
|
+7%
|
|
|
17
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$21M
|
+$4.52M
|
+131,081
|
+28%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.8M
|
-$507K
|
-14,683
|
-2%
|
|
|
19
|
Berger Financial Group
Plymouth,
Minnesota
|
$20.4M
|
+$1.35M
|
+39,168
|
+7%
|
|
|
20
|
Bensler
Bellevue,
Washington
|
$18.6M
|
+$1.56M
|
+45,290
|
+9%
|
|
|
21
|
Advance Capital Management
Southfield,
Michigan
|
$18M
|
+$4.55M
|
+131,843
|
+34%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$17.1M
|
+$4.81M
|
+139,554
|
+40%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$14.8M
|
-$13M
|
-375,984
|
-47%
|
|
|
24
|
Bank of New York Mellon
New York
|
$14.1M
|
-$432K
|
-12,512
|
-3%
|
|
|
25
|
Great Point Wealth Advisors
Boston,
Massachusetts
|
$13.5M
|
+$54.4K
|
+1,577
|
+0.4%
|
|
