|
1
|
Bank of America
Charlotte,
North Carolina
|
$375M
|
+$26.6M
|
+559,865
|
+8%
|
|
|
2
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$146M
|
+$16.9M
|
+355,683
|
+13%
|
|
|
3
|
|
$108M
|
+$13.3M
|
+279,898
|
+14%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$100M
|
+$10.5M
|
+220,083
|
+12%
|
|
|
5
|
WMS Partners
Towson,
Maryland
|
$80.2M
|
+$12.3M
|
+258,480
|
+18%
|
|
|
6
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$79.6M
|
+$14M
|
+295,082
|
+22%
|
|
|
7
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$78M
|
+$76.8M
|
+1,615,897
|
New
|
|
|
8
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$73.7M
|
+$4.53M
|
+95,419
|
+7%
|
|
|
9
|
Corient Private Wealth
Miami,
Florida
|
$66.9M
|
+$17M
|
+357,076
|
+35%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$64.1M
|
+$1.15M
|
+24,114
|
+2%
|
|
|
11
|
CGN Advisors
Manhattan,
Kansas
|
$61.9M
|
+$7.1M
|
+149,455
|
+13%
|
|
|
12
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$60.2M
|
+$12.1M
|
+255,700
|
+26%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$55.8M
|
+$14.8M
|
+310,775
|
+37%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$54.5M
|
+$21.7M
|
+457,159
|
+68%
|
|
|
15
|
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
$53.7M
|
+$3.1M
|
+65,281
|
+6%
|
|
|
16
|
Stephens Inc
Little Rock,
Arkansas
|
$53.5M
|
+$4.38M
|
+92,156
|
+9%
|
|
|
17
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$52.3M
|
+$1.15M
|
+24,267
|
+2%
|
|
|
18
|
|
$48.5M
|
+$8.69M
|
+182,918
|
+22%
|
|
|
19
|
Sentinel Pension Advisors
Wakefield,
Massachusetts
|
$48.1M
|
+$2.49M
|
+52,455
|
+6%
|
|
|
20
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$45.9M
|
+$6.45M
|
+135,752
|
+17%
|
|
|
21
|
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
$45.8M
|
+$23.3M
|
+490,986
|
+107%
|
|
|
22
|
Wiser Wealth Management
Marietta,
Georgia
|
$44.9M
|
+$928K
|
+19,532
|
+2%
|
|
|
23
|
Bogart Wealth LLC
Mclean,
Virginia
|
$42.9M
|
+$1.42M
|
+29,856
|
+3%
|
|
|
24
|
Harbor Group
Bedford,
New Hampshire
|
$41.4M
|
+$2.22M
|
+46,809
|
+6%
|
|
|
25
|
Voisard Asset Management Group
Grand Rapids,
Michigan
|
$40.6M
|
+$934K
|
+19,660
|
+2%
|
|
