|
1
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$99.5M
|
+$5.75M
|
+122,347
|
+6%
|
|
|
2
|
|
$73.5M
|
+$2.2M
|
+46,783
|
+3%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$51.7M
|
+$1.22M
|
+26,038
|
+2%
|
|
|
4
|
WMS Partners
Towson,
Maryland
|
$42.8M
|
+$26M
|
+552,163
|
+150%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$41.3M
|
+$9.57M
|
+203,540
|
+30%
|
|
|
6
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$35.2M
|
+$2.04M
|
+43,478
|
+6%
|
|
|
7
|
AllGen Financial Advisors
Orlando,
Florida
|
$33.4M
|
+$3.2M
|
+68,152
|
+10%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$27.2M
|
+$27.5M
|
+584,445
|
New
|
|
|
9
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$25.9M
|
+$1.04M
|
+22,058
|
+4%
|
|
|
10
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$24.5M
|
+$5.66M
|
+120,502
|
+30%
|
|
|
11
|
|
$20.9M
|
-$1.77M
|
-37,658
|
-8%
|
|
|
12
|
|
$19.5M
|
+$11.1M
|
+236,880
|
+130%
|
|
|
13
|
Aveo Capital Partners
Englewood,
Colorado
|
$18.8M
|
+$7.11M
|
+151,298
|
+60%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$18.7M
|
+$6.7M
|
+142,481
|
+55%
|
|
|
15
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$18.6M
|
-$737K
|
-15,683
|
-4%
|
|
|
16
|
Peterson Wealth Advisors
Orem,
Utah
|
$16.7M
|
-$1.22M
|
-25,874
|
-7%
|
|
|
17
|
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
|
$15.8M
|
+$1.84M
|
+39,050
|
+13%
|
|
|
18
|
Gratus Capital
Atlanta,
Georgia
|
$15.4M
|
+$345K
|
+7,349
|
+2%
|
|
|
19
|
Daymark Wealth Partners
Cincinnati,
Ohio
|
$15M
|
+$11.8M
|
+251,420
|
+351%
|
|
|
20
|
Windsor Wealth Management
Indianapolis,
Indiana
|
$13.3M
|
+$3.27M
|
+69,488
|
+32%
|
|
|
21
|
HUB Investment Partners
Austin,
Texas
|
$13.2M
|
+$1.26M
|
+26,900
|
+10%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
+$893K
|
+19,002
|
+8%
|
|
|
23
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$11.5M
|
-$223K
|
-4,743
|
-2%
|
|
|
24
|
Bond & Devick Financial Network
St. Louis Park,
Minnesota
|
$10.1M
|
+$34.8K
|
+740
|
+0.3%
|
|
|
25
|
Forum Private Client Group
Fishers,
Indiana
|
$9.93M
|
+$5.46M
|
+116,066
|
+119%
|
|
