|
1
|
Bank of America
Charlotte,
North Carolina
|
$213M
|
+$61M
|
+1,586,486
|
+38%
|
|
|
2
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$139M
|
+$66.1M
|
+1,718,184
|
+84%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$108M
|
+$3.83M
|
+99,650
|
+4%
|
|
|
4
|
|
$89.4M
|
+$51.7M
|
+1,343,766
|
+126%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$85.8M
|
+$29.1M
|
+757,354
|
+49%
|
|
|
6
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$64.1M
|
+$6.2M
|
+161,154
|
+10%
|
|
|
7
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$62.4M
|
+$2.8M
|
+72,911
|
+5%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$50.9M
|
+$19.2M
|
+498,293
|
+57%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$45.5M
|
+$16.3M
|
+424,026
|
+53%
|
|
|
10
|
Opal Wealth Advisors
Jericho,
New York
|
$45.1M
|
+$988K
|
+25,687
|
+2%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$41.7M
|
+$23.7M
|
+617,092
|
+122%
|
|
|
12
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$40.4M
|
+$26.5M
|
+689,119
|
+173%
|
|
|
13
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$17M
|
+$5.07M
|
+131,938
|
+40%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.1M
|
+$4.88M
|
+126,871
|
+41%
|
|
|
15
|
GGM Financials
Columbus,
Ohio
|
$15.3M
|
+$449K
|
+11,678
|
+3%
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$15.2M
|
+$1.19M
|
+30,932
|
+8%
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$15.1M
|
+$658K
|
+17,107
|
+5%
|
|
|
18
|
Arete Wealth Advisors
Chicago,
Illinois
|
$13.6M
|
+$3.4M
|
+88,393
|
+32%
|
|
|
19
|
Harbor Group
Bedford,
New Hampshire
|
$13.1M
|
+$6.29M
|
+163,516
|
+86%
|
|
|
20
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$12.9M
|
+$6.67M
|
+173,572
|
+100%
|
|
|
21
|
Wealthspire Advisors (New York)
New York
|
$12.3M
|
+$2.05M
|
+53,444
|
+19%
|
|
|
22
|
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
|
$11.3M
|
+$11.7M
|
+303,926
|
New
|
|
|
23
|
Advisornet Financial
Minnetonka,
Minnesota
|
$9.57M
|
+$3.67M
|
+95,358
|
+59%
|
|
|
24
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$8.93M
|
+$696K
|
+18,091
|
+8%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.4M
|
+$923K
|
+23,994
|
+12%
|
|
