|
1
|
|
$56.2M
|
+$1.67M
|
+36,404
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$35M
|
+$35M
|
+761,512
|
+76,151,200%
|
|
|
3
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$33M
|
+$15.9M
|
+346,227
|
+93%
|
|
|
4
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$29.5M
|
+$2.77M
|
+60,281
|
+10%
|
|
|
5
|
AllGen Financial Advisors
Orlando,
Florida
|
$29.4M
|
+$12.2M
|
+266,474
|
+72%
|
|
|
6
|
HighTower Advisors
Chicago,
Illinois
|
$29M
|
+$12.6M
|
+274,637
|
+77%
|
|
|
7
|
Prestige Wealth Management Group
Flemington,
New Jersey
|
$21.4M
|
-$788K
|
-17,160
|
-4%
|
|
|
8
|
Peterson Wealth Advisors
Orem,
Utah
|
$17.8M
|
-$1.76M
|
-38,237
|
-9%
|
|
|
9
|
|
$17M
|
+$4.39M
|
+95,532
|
+35%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$16M
|
+$6.36M
|
+138,485
|
+66%
|
|
|
11
|
Gratus Capital
Atlanta,
Georgia
|
$14.9M
|
+$103K
|
+2,244
|
+0.7%
|
|
|
12
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$12.1M
|
+$3.94M
|
+85,819
|
+49%
|
|
|
13
|
Aveo Capital Partners
Englewood,
Colorado
|
$11.8M
|
+$11.8M
|
+257,161
|
New
|
|
|
14
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$11.6M
|
+$11.6M
|
+252,530
|
New
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.5M
|
-$958K
|
-20,847
|
-8%
|
|
|
16
|
FAS Wealth Partners
Leawood,
Kansas
|
$9.69M
|
-$2.13M
|
-46,294
|
-18%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.26M
|
+$4.07M
|
+88,701
|
+79%
|
|
|
18
|
Cooper/Haims Advisors
Victor,
New York
|
$8.67M
|
+$2.05M
|
+44,592
|
+31%
|
|
|
19
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8.51M
|
+$8.21M
|
+178,803
|
+2,750%
|
|
|
20
|
Integrity Advisory
Overland Park,
Kansas
|
$8.35M
|
+$912K
|
+19,845
|
+12%
|
|
|
21
|
Avidian Wealth Enterprises
Houston,
Texas
|
$8.05M
|
+$562K
|
+12,238
|
+8%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$7.76M
|
+$4.08M
|
+88,788
|
+111%
|
|
|
23
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$7.53M
|
+$7.21M
|
+156,985
|
+2,230%
|
|
|
24
|
Money Concepts Capital
Palm Beach Gardens,
Florida
|
$5.67M
|
+$5.67M
|
+123,498
|
New
|
|
|
25
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$5.21M
|
+$1.25M
|
+27,211
|
+32%
|
|
