|
1
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$95.5M
|
+$60.8M
|
+1,295,770
|
+180%
|
|
|
2
|
|
$72.6M
|
+$14.5M
|
+308,709
|
+25%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$51.3M
|
+$15.1M
|
+321,718
|
+42%
|
|
|
4
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$33.8M
|
+$3.27M
|
+69,695
|
+11%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$32.4M
|
+$2.44M
|
+51,945
|
+8%
|
|
|
6
|
AllGen Financial Advisors
Orlando,
Florida
|
$30.8M
|
+$504K
|
+10,744
|
+2%
|
|
|
7
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$25.3M
|
+$8.66M
|
+184,505
|
+53%
|
|
|
8
|
|
$23M
|
+$5.41M
|
+115,168
|
+31%
|
|
|
9
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$19.6M
|
+$7.13M
|
+151,787
|
+58%
|
|
|
10
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$19.2M
|
+$11.4M
|
+241,877
|
+147%
|
|
|
11
|
Peterson Wealth Advisors
Orem,
Utah
|
$18.3M
|
-$59.9K
|
-1,275
|
-0.3%
|
|
|
12
|
WMS Partners
Towson,
Maryland
|
$17.4M
|
+$17.2M
|
+367,436
|
New
|
|
|
13
|
Gratus Capital
Atlanta,
Georgia
|
$15.3M
|
-$37.4K
|
-797
|
-0.2%
|
|
|
14
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$14.2M
|
+$2.24M
|
+47,780
|
+19%
|
|
|
15
|
HUB Investment Partners
Austin,
Texas
|
$12.2M
|
+$12.1M
|
+257,542
|
New
|
|
|
16
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$11.9M
|
+$11.8M
|
+251,968
|
New
|
|
|
17
|
Aveo Capital Partners
Englewood,
Colorado
|
$11.9M
|
-$261K
|
-5,567
|
-2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$11M
|
+$1.42M
|
+30,323
|
+15%
|
|
|
19
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$10.3M
|
+$10.2M
|
+216,707
|
New
|
|
|
20
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$10.2M
|
+$4.87M
|
+103,759
|
+93%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$8.88M
|
+$873K
|
+18,588
|
+11%
|
|
|
22
|
Avidian Wealth Enterprises
Houston,
Texas
|
$8.79M
|
+$474K
|
+10,089
|
+6%
|
|
|
23
|
|
$8.62M
|
+$6.85M
|
+145,817
|
+404%
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$8.28M
|
-$499K
|
-10,625
|
-6%
|
|
|
25
|
FAS Wealth Partners
Leawood,
Kansas
|
$8.04M
|
-$1.94M
|
-41,244
|
-20%
|
|
