|
1
|
Hartford Funds Management
Wayne,
Pennsylvania
|
$485M
|
+$28.4M
|
+835,677
|
+6%
|
|
|
2
|
WMS Partners
Towson,
Maryland
|
$64.8M
|
+$6.37M
|
+187,531
|
+11%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$64.6M
|
-$1.89M
|
-55,714
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$58.4M
|
+$9M
|
+265,026
|
+18%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$47.5M
|
+$2.36M
|
+69,578
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$43M
|
+$8.38M
|
+246,770
|
+24%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$33.5M
|
+$34.2M
|
+1,006,184
|
New
|
|
|
8
|
Mountain Capital Investment Advisors
Westminster,
Colorado
|
$33.3M
|
+$530K
|
+15,610
|
+2%
|
|
|
9
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$32.4M
|
-$3.98K
|
-117
|
-0%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.7M
|
+$14.8M
|
+434,548
|
+89%
|
|
|
11
|
Park Capital Management
Madison,
Wisconsin
|
$30.5M
|
+$31.1M
|
+916,436
|
New
|
|
|
12
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$30.2M
|
+$1.87M
|
+55,096
|
+7%
|
|
|
13
|
Cornerstone Advisors Asset Management
Bethlehem,
Pennsylvania
|
$30M
|
+$2.8M
|
+82,513
|
+10%
|
|
|
14
|
Howard Financial Services
Dallas,
Texas
|
$29.5M
|
+$1.76M
|
+51,865
|
+6%
|
|
|
15
|
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
$28.3M
|
+$1.32M
|
+38,912
|
+5%
|
|
|
16
|
Spire Wealth Management
Mclean,
Virginia
|
$25.3M
|
-$266K
|
-7,840
|
-1%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$24.9M
|
-$108K
|
-3,177
|
-0.4%
|
|
|
18
|
NewEdge Wealth
Pittsburgh,
Pennsylvania
|
$24.2M
|
+$20.8M
|
+610,790
|
+536%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$22.7M
|
-$217K
|
-6,374
|
-0.9%
|
|
|
20
|
Berger Financial Group
Plymouth,
Minnesota
|
$21.7M
|
+$2.33M
|
+68,724
|
+12%
|
|
|
21
|
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
|
$21.3M
|
+$1.31M
|
+38,491
|
+6%
|
|
|
22
|
Bensler
Bellevue,
Washington
|
$19.3M
|
+$1.56M
|
+45,917
|
+9%
|
|
|
23
|
Advance Capital Management
Southfield,
Michigan
|
$17.2M
|
+$57.5K
|
+1,692
|
+0.3%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$15.6M
|
+$1.45M
|
+42,619
|
+10%
|
|
|
25
|
Brio Consultants
San Francisco,
California
|
$14.8M
|
+$1.96M
|
+57,815
|
+15%
|
|
