|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.1B
|
+$517M
|
+11,785,315
|
+95%
|
|
|
2
|
|
$436M
|
+$83.7M
|
+1,906,373
|
+25%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$312M
|
+$65.2M
|
+1,484,571
|
+28%
|
|
|
4
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$312M
|
+$44.3M
|
+1,009,485
|
+17%
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$293M
|
+$282M
|
+6,419,487
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$234M
|
+$10.3M
|
+234,950
|
+5%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$230M
|
+$17.9M
|
+408,248
|
+9%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$210M
|
+$18M
|
+410,945
|
+10%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$185M
|
+$6.22M
|
+141,668
|
+4%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$148M
|
+$8.57M
|
+195,140
|
+6%
|
|
|
11
|
Stifel Financial
St. Louis,
Missouri
|
$98.4M
|
+$1.38M
|
+31,526
|
+1%
|
|
|
12
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$93M
|
+$1.45M
|
+32,925
|
+2%
|
|
|
13
|
Modern Wealth Management
Lenexa,
Kansas
|
$90.5M
|
+$34.6M
|
+788,744
|
+66%
|
|
|
14
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$90.3M
|
+$24.7M
|
+561,590
|
+40%
|
|
|
15
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$71.6M
|
+$20.5M
|
+467,121
|
+42%
|
|
|
16
|
Opal Wealth Advisors
Jericho,
New York
|
$70.2M
|
+$1.15M
|
+26,158
|
+2%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$69.8M
|
+$30.3M
|
+689,527
|
+82%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$56M
|
+$1.7M
|
+38,758
|
+3%
|
|
|
19
|
Oak Barrel Wealth Advisory
Reston,
Virginia
|
$54.3M
|
+$52.3M
|
+1,190,955
|
New
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$50.1M
|
+$21M
|
+477,427
|
+77%
|
|
|
21
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$47.5M
|
+$801K
|
+18,241
|
+2%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$45.4M
|
+$2.72M
|
+61,941
|
+7%
|
|
|
23
|
Auctus Advisors
Charlotte,
North Carolina
|
$43.6M
|
+$42M
|
+956,522
|
New
|
|
|
24
|
Kestra Advisory Services
Austin,
Texas
|
$43.5M
|
+$14.2M
|
+323,086
|
+51%
|
|
|
25
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$42.7M
|
+$5.08M
|
+115,801
|
+14%
|
|
