|
1
|
Bank of America
Charlotte,
North Carolina
|
$1.67B
|
+$553M
|
+11,707,304
|
+48%
|
|
|
2
|
|
$655M
|
+$215M
|
+4,551,431
|
+48%
|
|
|
3
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$387M
|
+$70M
|
+1,483,240
|
+22%
|
|
|
4
|
Cullen/Frost Bankers
San Antonio,
Texas
|
$358M
|
+$41.1M
|
+870,989
|
+13%
|
|
|
5
|
Glenmede Trust
Philadelphia,
Pennsylvania
|
$332M
|
+$34.7M
|
+734,798
|
+11%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$309M
|
+$72.6M
|
+1,537,708
|
+30%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$259M
|
+$26.2M
|
+553,938
|
+11%
|
|
|
8
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$255M
|
+$41.9M
|
+887,417
|
+19%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$215M
|
+$27.4M
|
+579,995
|
+14%
|
|
|
10
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$155M
|
+$4.42M
|
+93,526
|
+3%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$125M
|
+$54.7M
|
+1,157,700
|
+76%
|
|
|
12
|
Modern Wealth Management
Lenexa,
Kansas
|
$107M
|
+$15.1M
|
+319,556
|
+16%
|
|
|
13
|
Stifel Financial
St. Louis,
Missouri
|
$107M
|
+$6.57M
|
+139,189
|
+6%
|
|
|
14
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$106M
|
+$14.2M
|
+299,733
|
+15%
|
|
|
15
|
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
$91.8M
|
-$2.9M
|
-61,307
|
-3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$86.3M
|
+$13.7M
|
+289,362
|
+18%
|
|
|
17
|
Opal Wealth Advisors
Jericho,
New York
|
$72.8M
|
+$1.38M
|
+29,146
|
+2%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$60.9M
|
+$3.96M
|
+83,799
|
+7%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$60.7M
|
+$16.7M
|
+353,534
|
+37%
|
|
|
20
|
Corient Private Wealth
Miami,
Florida
|
$58.1M
|
+$7.18M
|
+152,054
|
+14%
|
|
|
21
|
LPL Financial
San Diego,
California
|
$57.9M
|
+$22.3M
|
+471,610
|
+61%
|
|
|
22
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$54.9M
|
+$8.91M
|
+188,615
|
+19%
|
|
|
23
|
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
$50.6M
|
+$7.22M
|
+152,860
|
+16%
|
|
|
24
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$47.8M
|
+$11.8M
|
+250,484
|
+32%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$47.3M
|
+$25.4M
|
+536,825
|
+107%
|
|
