|
1
|
Bank of America
Charlotte,
North Carolina
|
$358M
|
+$268M
|
+5,307,860
|
+298%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$212M
|
+$46.4M
|
+920,554
|
+28%
|
|
|
3
|
SPC Financial Inc
Rockville,
Maryland
|
$175M
|
-$3.72M
|
-73,860
|
-2%
|
|
|
4
|
|
$131M
|
+$86.4M
|
+1,713,034
|
+194%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$111M
|
+$42.8M
|
+848,959
|
+63%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$109M
|
+$83.1M
|
+1,648,109
|
+329%
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$106M
|
+$41M
|
+812,788
|
+63%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$104M
|
+$21.3M
|
+422,827
|
+26%
|
|
|
9
|
MV Capital Management
Bethesda,
Maryland
|
$95.9M
|
+$63.8M
|
+1,265,721
|
+200%
|
|
|
10
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$89.7M
|
+$89.6M
|
+1,777,049
|
New
|
|
|
11
|
Madison Asset Management
Madison,
Wisconsin
|
$68.4M
|
+$68.1M
|
+1,349,895
|
+28,875%
|
|
|
12
|
Badgley Phelps Wealth Managers
Seattle,
Washington
|
$65.8M
|
+$2.79M
|
+55,359
|
+4%
|
|
|
13
|
Truist Financial
Charlotte,
North Carolina
|
$58.6M
|
+$58.6M
|
+1,161,390
|
New
|
|
|
14
|
|
$55.3M
|
-$1.29M
|
-25,625
|
-2%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$55.3M
|
+$44.3M
|
+878,794
|
+406%
|
|
|
16
|
WestEnd Advisors
Charlotte,
North Carolina
|
$54.7M
|
+$54.6M
|
+1,082,779
|
New
|
|
|
17
|
Inspire Investing
Meridian,
Idaho
|
$47.9M
|
+$47.8M
|
+948,258
|
New
|
|
|
18
|
AJ Wealth Strategies
New York
|
$44.1M
|
+$44M
|
+872,583
|
New
|
|
|
19
|
Advocacy Wealth Management Services
Atlanta,
Georgia
|
$43.4M
|
+$1.64M
|
+32,456
|
+4%
|
|
|
20
|
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
|
$43.1M
|
+$43.1M
|
+854,576
|
New
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$40.8M
|
+$11.6M
|
+229,923
|
+40%
|
|
|
22
|
Clarity Financial
Houston,
Texas
|
$38.6M
|
-$15.3M
|
-303,581
|
-28%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$37.5M
|
+$12M
|
+238,720
|
+47%
|
|
|
24
|
Stephens Inc
Little Rock,
Arkansas
|
$32.4M
|
+$31.5M
|
+625,191
|
+3,660%
|
|
|
25
|
Wealthquest
Cincinnati,
Ohio
|
$30.5M
|
+$30.4M
|
+603,291
|
New
|
|
