|
1
|
Creative Planning
Overland Park,
Kansas
|
$1.3B
|
+$73.7M
|
+1,750,191
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$898M
|
+$42.1M
|
+999,153
|
+5%
|
|
|
3
|
|
$312M
|
+$51.2M
|
+1,214,370
|
+21%
|
|
|
4
|
|
$221M
|
+$209M
|
+4,950,000
|
New
|
|
|
5
|
LPL Financial
San Diego,
California
|
$194M
|
+$50.6M
|
+1,200,432
|
+38%
|
|
|
6
|
BNP Paribas Financial Markets
Paris,
France
|
$172M
|
+$36.6M
|
+867,830
|
+29%
|
|
|
7
|
Cassaday & Co Wealth Management
Mclean,
Virginia
|
$134M
|
+$1.73M
|
+41,146
|
+1%
|
|
|
8
|
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
$131M
|
+$339K
|
+8,035
|
+0.3%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$114M
|
+$66.1M
|
+1,569,077
|
+159%
|
|
|
10
|
Meitav Investment House
Bene-Beraq,
Israel
|
$111M
|
+$29.5M
|
+700,000
|
+39%
|
|
|
11
|
Phoenix Financial
Givatayim,
Israel
|
$108M
|
+$1.02M
|
+24,200
|
+1%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$71.2M
|
+$53.3M
|
+1,264,476
|
+384%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$67.2M
|
-$15.3M
|
-363,524
|
-19%
|
|
|
14
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$63M
|
-$45.1M
|
-1,069,923
|
-43%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$55.7M
|
+$8.9M
|
+211,134
|
+20%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$54.9M
|
+$48.6M
|
+1,152,828
|
+1,499%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$51.3M
|
+$3.29M
|
+78,088
|
+7%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$50.4M
|
+$45.5M
|
+1,080,723
|
+2,298%
|
|
|
19
|
WestEnd Advisors
Charlotte,
North Carolina
|
$48.4M
|
+$45.7M
|
+1,084,439
|
New
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$44.8M
|
-$6.1M
|
-144,747
|
-13%
|
|
|
21
|
Congress Wealth Management
Boston,
Massachusetts
|
$42M
|
+$39.3M
|
+931,614
|
+11,462%
|
|
|
22
|
|
$36.6M
|
+$9.17M
|
+217,619
|
+36%
|
|
|
23
|
Advisory Alpha
Holland,
Michigan
|
$36M
|
+$3.09M
|
+73,390
|
+10%
|
|
|
24
|
ALPS Advisors
Denver,
Colorado
|
$35.4M
|
-$1.68M
|
-39,756
|
-5%
|
|
|
25
|
Cornerstone Advisors
Asheville,
North Carolina
|
$35.1M
|
+$8.33M
|
+197,800
|
+34%
|
|
