|
1
|
Bank of America
Charlotte,
North Carolina
|
$324M
|
+$106M
|
+2,771,726
|
+48%
|
|
|
2
|
|
$192M
|
+$100M
|
+2,622,331
|
+109%
|
|
|
3
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$170M
|
+$27.1M
|
+708,118
|
+19%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$146M
|
+$35.2M
|
+919,620
|
+32%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$143M
|
+$96.7M
|
+2,523,936
|
+206%
|
|
|
6
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$106M
|
+$18.5M
|
+483,625
|
+21%
|
|
|
7
|
Stifel Financial
St. Louis,
Missouri
|
$77.7M
|
+$35.2M
|
+918,869
|
+82%
|
|
|
8
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$71.7M
|
+$5.98M
|
+156,167
|
+9%
|
|
|
9
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$70.5M
|
+$6.52M
|
+170,196
|
+10%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$65.7M
|
+$13.5M
|
+352,062
|
+26%
|
|
|
11
|
Opal Wealth Advisors
Jericho,
New York
|
$54.4M
|
+$8.22M
|
+214,557
|
+18%
|
|
|
12
|
HighTower Advisors
Chicago,
Illinois
|
$50.7M
|
+$47.8M
|
+1,247,125
|
+1,460%
|
|
|
13
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$41.1M
|
-$304K
|
-7,935
|
-0.7%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$39.8M
|
+$23.3M
|
+609,468
|
+140%
|
|
|
15
|
Harbor Group
Bedford,
New Hampshire
|
$28.5M
|
+$15.2M
|
+396,597
|
+112%
|
|
|
16
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$19.5M
|
+$6.33M
|
+165,282
|
+48%
|
|
|
17
|
Modern Wealth Management
Lenexa,
Kansas
|
$19.5M
|
+$19.6M
|
+511,520
|
New
|
|
|
18
|
Sowa Financial Group
Lincoln,
Rhode Island
|
$18.7M
|
+$1.26M
|
+32,781
|
+7%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$17.9M
|
+$14.7M
|
+383,927
|
+447%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$16.8M
|
+$1.24M
|
+32,349
|
+8%
|
|
|
21
|
Arete Wealth Advisors
Chicago,
Illinois
|
$15.1M
|
+$1.09M
|
+28,571
|
+8%
|
|
|
22
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.5M
|
+$6.31M
|
+164,798
|
+76%
|
|
|
23
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$14.4M
|
-$325K
|
-8,494
|
-2%
|
|
|
24
|
Wealthspire Advisors (New York)
New York
|
$14.2M
|
+$1.59M
|
+41,466
|
+13%
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$14M
|
+$4.23M
|
+110,504
|
+43%
|
|
