|
1
|
HB Wealth Management
Atlanta,
Georgia
|
$676M
|
+$96.9M
|
+2,042,169
|
+16%
|
|
|
2
|
|
$394M
|
+$92M
|
+1,939,353
|
+30%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$316M
|
+$92M
|
+1,937,845
|
+41%
|
|
|
4
|
|
$294M
|
+$291M
|
+6,127,011
|
+5,692%
|
|
|
5
|
Factory Mutual Insurance
Waltham,
Massachusetts
|
$275M
|
–
|
–
|
–
|
|
|
6
|
|
$260M
|
+$50.4M
|
+1,062,316
|
+24%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$253M
|
-$25.4M
|
-535,437
|
-9%
|
|
|
8
|
OpenArc Corporate Advisory
Atlanta,
Georgia
|
$226M
|
+$26.9M
|
+566,783
|
+13%
|
|
|
9
|
Mariner
Overland Park,
Kansas
|
$223M
|
+$51.9M
|
+1,094,659
|
+30%
|
|
|
10
|
Dynasty Wealth Management
St. Petersburg,
Florida
|
$209M
|
+$34M
|
+715,921
|
+19%
|
|
|
11
|
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
|
$182M
|
+$6.54M
|
+137,884
|
+4%
|
|
|
12
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$168M
|
+$36.5M
|
+769,266
|
+27%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$152M
|
+$12.3M
|
+259,220
|
+9%
|
|
|
14
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$145M
|
+$11.2M
|
+236,893
|
+8%
|
|
|
15
|
Valeo Financial Advisors
Carmel,
Indiana
|
$128M
|
+$13.2M
|
+277,744
|
+11%
|
|
|
16
|
Summit Financial Strategies
Columbus,
Ohio
|
$124M
|
+$8.96M
|
+188,904
|
+8%
|
|
|
17
|
Moss Adams Wealth Advisors
Seattle,
Washington
|
$124M
|
+$2.82M
|
+59,344
|
+2%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$123M
|
+$18.2M
|
+383,556
|
+17%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$113M
|
-$2.12M
|
-44,598
|
-2%
|
|
|
20
|
Vestmark Advisory Solutions
Wakefield,
Massachusetts
|
$110M
|
+$13.1M
|
+275,913
|
+13%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$104M
|
-$1.52M
|
-32,049
|
-1%
|
|
|
22
|
Modern Wealth Management
Lenexa,
Kansas
|
$102M
|
+$16.9M
|
+355,942
|
+19%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$98.7M
|
+$9.98M
|
+210,368
|
+11%
|
|
|
24
|
Savant Capital
Rockford,
Illinois
|
$98.6M
|
+$23.9M
|
+504,522
|
+32%
|
|
|
25
|
First Pacific Financial
Vancouver,
Washington
|
$94.4M
|
+$3.82M
|
+80,530
|
+4%
|
|
