|
1
|
Bank of America
Charlotte,
North Carolina
|
$158M
|
+$39.5M
|
+1,072,760
|
+35%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$106M
|
+$82.5M
|
+2,240,160
|
+398%
|
|
|
3
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$77.4M
|
+$17.1M
|
+464,165
|
+29%
|
|
|
4
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$61M
|
+$59.2M
|
+1,607,814
|
New
|
|
|
5
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$59.4M
|
+$7.44M
|
+201,908
|
+15%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$58.9M
|
+$19.2M
|
+521,397
|
+51%
|
|
|
7
|
Opal Wealth Advisors
Jericho,
New York
|
$45.1M
|
+$4.07M
|
+110,513
|
+10%
|
|
|
8
|
|
$40.4M
|
+$39M
|
+1,059,849
|
+17,855%
|
|
|
9
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33.2M
|
+$32.1M
|
+872,725
|
+78,837%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.5M
|
-$6.35M
|
-172,455
|
-18%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$19.2M
|
+$682K
|
+18,521
|
+4%
|
|
|
12
|
GGM Financials
Columbus,
Ohio
|
$15.2M
|
+$300K
|
+8,156
|
+2%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$15.1M
|
-$6.75M
|
-183,182
|
-31%
|
|
|
14
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$14.6M
|
+$13.2M
|
+357,761
|
+2,963%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$14.3M
|
+$460K
|
+12,487
|
+3%
|
|
|
16
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$12.4M
|
+$9.26M
|
+251,495
|
+335%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.7M
|
+$8.61M
|
+233,843
|
+316%
|
|
|
18
|
Arete Wealth Advisors
Chicago,
Illinois
|
$10.5M
|
-$282K
|
-7,650
|
-3%
|
|
|
19
|
Wealthspire Advisors (New York)
New York
|
$10.5M
|
+$10.2M
|
+276,845
|
New
|
|
|
20
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$8.44M
|
+$180K
|
+4,874
|
+2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.68M
|
+$2.66M
|
+72,324
|
+56%
|
|
|
22
|
Harbor Group
Bedford,
New Hampshire
|
$7.17M
|
+$5.43M
|
+147,335
|
+353%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.8M
|
+$3.1M
|
+84,257
|
+89%
|
|
|
24
|
Atria Investments
Charlotte,
North Carolina
|
$6.79M
|
+$6.59M
|
+178,975
|
New
|
|
|
25
|
Turtle Creek Wealth Advisors
Dallas,
Texas
|
$6.7M
|
+$6.5M
|
+176,495
|
New
|
|
