|
1
|
HB Wealth Management
Atlanta,
Georgia
|
$586M
|
+$93M
|
+1,954,190
|
+19%
|
|
|
2
|
|
$304M
|
+$104M
|
+2,177,142
|
+51%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$280M
|
-$119M
|
-2,502,865
|
-30%
|
|
|
4
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$277M
|
–
|
–
|
–
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$226M
|
+$40.7M
|
+855,996
|
+22%
|
|
|
6
|
|
$212M
|
+$23.5M
|
+493,653
|
+12%
|
|
|
7
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$201M
|
+$202M
|
+4,243,489
|
New
|
|
|
8
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$177M
|
+$8.7M
|
+182,776
|
+5%
|
|
|
9
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$176M
|
+$177M
|
+3,724,827
|
New
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$172M
|
+$33M
|
+694,145
|
+24%
|
|
|
11
|
HighTower Advisors
Chicago,
Illinois
|
$140M
|
-$4.78M
|
-100,416
|
-3%
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$134M
|
+$16.3M
|
+341,722
|
+14%
|
|
|
13
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$133M
|
+$6.79M
|
+142,718
|
+5%
|
|
|
14
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$125M
|
+$50.8M
|
+1,067,806
|
+68%
|
|
|
15
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$122M
|
+$8.03M
|
+168,832
|
+7%
|
|
|
16
|
Valeo Financial Advisors
Carmel,
Indiana
|
$116M
|
+$6.4M
|
+134,590
|
+5%
|
|
|
17
|
Summit Financial Strategies
Columbus,
Ohio
|
$116M
|
+$8.13M
|
+170,964
|
+8%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$116M
|
+$38.8M
|
+815,763
|
+50%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$107M
|
+$14.8M
|
+310,736
|
+16%
|
|
|
20
|
Envestnet Asset Management
Chicago,
Illinois
|
$106M
|
+$18.2M
|
+381,633
|
+21%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$101M
|
+$87.6M
|
+1,840,452
|
+619%
|
|
|
22
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$97.7M
|
+$9.56M
|
+200,938
|
+11%
|
|
|
23
|
First Pacific Financial
Vancouver,
Washington
|
$91.2M
|
+$8.48M
|
+178,303
|
+10%
|
|
|
24
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$89.3M
|
+$22M
|
+463,439
|
+33%
|
|
|
25
|
Modern Wealth Management
Lenexa,
Kansas
|
$86.7M
|
+$22.5M
|
+473,617
|
+35%
|
|
