|
1
|
LPL Financial
San Diego,
California
|
$133M
|
+$7.72M
|
+152,578
|
+6%
|
|
|
2
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$101M
|
+$9.67M
|
+191,043
|
+11%
|
|
|
3
|
Raymond James Financial
St Petersburg,
Florida
|
$63.2M
|
+$63.8M
|
+1,260,793
|
New
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$55.9M
|
+$17.6M
|
+346,741
|
+45%
|
|
|
5
|
HighTower Advisors
Chicago,
Illinois
|
$50.1M
|
+$30.2M
|
+595,710
|
+147%
|
|
|
6
|
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
$46.4M
|
+$4.11M
|
+81,180
|
+10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.4M
|
+$3.3M
|
+65,253
|
+9%
|
|
|
8
|
Bailard
Foster City,
California
|
$36.9M
|
+$37.3M
|
+735,933
|
New
|
|
|
9
|
TIAA Trust, National Association
Charlotte,
North Carolina
|
$34.2M
|
+$34.6M
|
+682,905
|
New
|
|
|
10
|
Rockefeller Capital Management
New York
|
$29.8M
|
+$788K
|
+15,562
|
+3%
|
|
|
11
|
Equitable Holdings
New York
|
$27.7M
|
+$5.64M
|
+111,342
|
+25%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$26.1M
|
+$10.4M
|
+205,116
|
+65%
|
|
|
13
|
Asio Capital
Lexington,
Kentucky
|
$26.1M
|
+$2.78M
|
+54,823
|
+12%
|
|
|
14
|
Central Trust Company
Jefferson City,
Missouri
|
$26M
|
-$457K
|
-9,028
|
-2%
|
|
|
15
|
Collective Family Office
York,
Pennsylvania
|
$25.3M
|
+$2.55M
|
+50,451
|
+11%
|
|
|
16
|
Avantax Planning Partners
Dubuque,
Iowa
|
$24.8M
|
+$612K
|
+12,098
|
+3%
|
|
|
17
|
Smith & Howard Wealth Management
Atlanta,
Georgia
|
$24M
|
+$8.54M
|
+168,618
|
+54%
|
|
|
18
|
Invenio Wealth Partners
Coral Gables,
Florida
|
$19.8M
|
+$6.82M
|
+134,688
|
+52%
|
|
|
19
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$19.5M
|
+$19.7M
|
+388,265
|
New
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$19.5M
|
+$580K
|
+11,465
|
+3%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$19M
|
+$9.24M
|
+182,591
|
+93%
|
|
|
22
|
Magnus Financial Group
New York
|
$17.6M
|
+$1.51M
|
+29,728
|
+9%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$17.6M
|
+$2.25M
|
+44,359
|
+14%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$17.2M
|
+$5.62M
|
+111,108
|
+48%
|
|
|
25
|
Marcum Wealth
Cleveland,
Ohio
|
$16.7M
|
+$16.9M
|
+333,392
|
New
|
|
