|
1
|
HB Wealth Management
Atlanta,
Georgia
|
$496M
|
+$125M
|
+2,659,142
|
+34%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$400M
|
+$16.8M
|
+355,956
|
+4%
|
|
|
3
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$278M
|
+$124M
|
+2,630,014
|
+82%
|
|
|
4
|
|
$202M
|
+$53.2M
|
+1,130,547
|
+36%
|
|
|
5
|
|
$190M
|
+$4.29M
|
+91,136
|
+2%
|
|
|
6
|
Raymond James Financial
St Petersburg,
Florida
|
$186M
|
+$6.56M
|
+139,446
|
+4%
|
|
|
7
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$169M
|
+$10.9M
|
+232,040
|
+7%
|
|
|
8
|
HighTower Advisors
Chicago,
Illinois
|
$146M
|
+$8.88M
|
+188,695
|
+7%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$140M
|
+$14.3M
|
+303,831
|
+12%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$126M
|
+$10.5M
|
+223,958
|
+9%
|
|
|
11
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$119M
|
+$39.2M
|
+833,135
|
+50%
|
|
|
12
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$114M
|
+$17.2M
|
+364,556
|
+18%
|
|
|
13
|
Valeo Financial Advisors
Carmel,
Indiana
|
$110M
|
+$11.8M
|
+250,055
|
+11%
|
|
|
14
|
Summit Financial Strategies
Columbus,
Ohio
|
$108M
|
+$6.16M
|
+130,909
|
+6%
|
|
|
15
|
Savant Capital
Rockford,
Illinois
|
$99.5M
|
+$10.3M
|
+218,926
|
+12%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$91.9M
|
+$10.6M
|
+224,462
|
+13%
|
|
|
17
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$88.6M
|
-$66M
|
-1,402,356
|
-43%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$88M
|
+$16.2M
|
+345,055
|
+23%
|
|
|
19
|
First Pacific Financial
Vancouver,
Washington
|
$83.1M
|
+$2.92M
|
+61,947
|
+4%
|
|
|
20
|
Grant Street Asset Management
Canonsburg,
Pennsylvania
|
$79.6M
|
+$2.48M
|
+52,657
|
+3%
|
|
|
21
|
Wells Fargo
San Francisco,
California
|
$77.7M
|
-$2.35M
|
-49,891
|
-3%
|
|
|
22
|
CGN Advisors
Manhattan,
Kansas
|
$77.5M
|
+$4.07M
|
+86,470
|
+6%
|
|
|
23
|
Avantax Planning Partners
Dubuque,
Iowa
|
$75.3M
|
+$32M
|
+680,141
|
+75%
|
|
|
24
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$74.9M
|
+$33.9M
|
+720,527
|
+84%
|
|
|
25
|
Bogart Wealth LLC
Mclean,
Virginia
|
$69.3M
|
+$1.94M
|
+41,326
|
+3%
|
|
