|
1
|
Bank of America
Charlotte,
North Carolina
|
$531M
|
+$92.7M
|
+2,239,115
|
+22%
|
|
|
2
|
|
$327M
|
+$94.8M
|
+2,289,259
|
+43%
|
|
|
3
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$250M
|
+$139M
|
+3,360,792
|
+135%
|
|
|
4
|
Glenmede Investment Management
Philadelphia,
Pennsylvania
|
$247M
|
+$32.7M
|
+789,767
|
+16%
|
|
|
5
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$229M
|
+$75.2M
|
+1,816,813
|
+51%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$209M
|
+$22.1M
|
+533,046
|
+12%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$198M
|
+$8.29M
|
+200,317
|
+5%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$179M
|
+$25.9M
|
+626,728
|
+18%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$167M
|
+$118M
|
+2,847,566
|
+266%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$130M
|
+$18.8M
|
+453,406
|
+17%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$90.9M
|
+$3.05M
|
+73,708
|
+4%
|
|
|
12
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$85.7M
|
+$2.12M
|
+51,276
|
+3%
|
|
|
13
|
Opal Wealth Advisors
Jericho,
New York
|
$64.6M
|
+$1.29M
|
+31,080
|
+2%
|
|
|
14
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$60.7M
|
+$17.9M
|
+432,980
|
+44%
|
|
|
15
|
Modern Wealth Management
Lenexa,
Kansas
|
$51.1M
|
+$24M
|
+578,599
|
+94%
|
|
|
16
|
HighTower Advisors
Chicago,
Illinois
|
$50.8M
|
-$1.42M
|
-34,335
|
-3%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$47.2M
|
+$13.8M
|
+334,258
|
+43%
|
|
|
18
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$42.5M
|
-$210K
|
-5,071
|
-0.5%
|
|
|
19
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$39.9M
|
-$768K
|
-18,548
|
-2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$35.9M
|
+$18M
|
+435,643
|
+107%
|
|
|
21
|
Harbor Group
Bedford,
New Hampshire
|
$35.3M
|
+$1.35M
|
+32,723
|
+4%
|
|
|
22
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$35.1M
|
+$11.7M
|
+283,767
|
+53%
|
|
|
23
|
Geneos Wealth Management
Englewood,
Colorado
|
$31.9M
|
+$1.24M
|
+29,956
|
+4%
|
|
|
24
|
Drake & Associates
Waukesha,
Wisconsin
|
$31.3M
|
+$30M
|
+723,972
|
New
|
|
|
25
|
Kestra Advisory Services
Austin,
Texas
|
$27M
|
+$6.4M
|
+154,520
|
+32%
|
|
