|
1
|
Bank of America
Charlotte,
North Carolina
|
$410M
|
+$62.9M
|
+1,669,903
|
+20%
|
|
|
2
|
|
$216M
|
+$12.8M
|
+339,216
|
+7%
|
|
|
3
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$201M
|
+$188M
|
+4,997,322
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$178M
|
+$22.9M
|
+606,589
|
+16%
|
|
|
5
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$175M
|
+$22.8M
|
+605,693
|
+16%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$143M
|
+$69.4M
|
+1,841,717
|
+107%
|
|
|
7
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$143M
|
+$28.6M
|
+758,283
|
+27%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$105M
|
+$28.3M
|
+750,161
|
+41%
|
|
|
9
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$100M
|
+$93.6M
|
+2,482,578
|
New
|
|
|
10
|
Stifel Financial
St. Louis,
Missouri
|
$82.6M
|
+$434K
|
+11,501
|
+0.6%
|
|
|
11
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$78.7M
|
+$2.7M
|
+71,604
|
+4%
|
|
|
12
|
Opal Wealth Advisors
Jericho,
New York
|
$59.6M
|
+$1.99M
|
+52,744
|
+4%
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$49.3M
|
-$4.07M
|
-108,094
|
-8%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$43M
|
+$951K
|
+25,228
|
+2%
|
|
|
15
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$41.1M
|
-$2.99M
|
-79,416
|
-7%
|
|
|
16
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$39.7M
|
+$17.9M
|
+475,961
|
+93%
|
|
|
17
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$38.3M
|
+$21.6M
|
+573,429
|
+152%
|
|
|
18
|
Harbor Group
Bedford,
New Hampshire
|
$31.9M
|
+$1.68M
|
+44,606
|
+6%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$31M
|
+$18.5M
|
+489,737
|
+175%
|
|
|
20
|
Mount Yale Investment Advisors
Denver,
Colorado
|
$30.2M
|
+$28.3M
|
+751,791
|
New
|
|
|
21
|
Geneos Wealth Management
Englewood,
Colorado
|
$28.8M
|
+$21.5M
|
+571,471
|
+394%
|
|
|
22
|
Modern Wealth Management
Lenexa,
Kansas
|
$24.9M
|
+$4.01M
|
+106,388
|
+21%
|
|
|
23
|
Arete Wealth Advisors
Chicago,
Illinois
|
$23.3M
|
+$6.92M
|
+183,455
|
+46%
|
|
|
24
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$21.6M
|
+$10.8M
|
+286,911
|
+114%
|
|
|
25
|
Corient Private Wealth
Miami,
Florida
|
$21M
|
+$16.6M
|
+439,407
|
+534%
|
|
