|
1
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$13.3M
|
+$13.1M
|
+212,022
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.5M
|
+$12.3M
|
+199,494
|
New
|
|
|
3
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$12.4M
|
+$12.2M
|
+196,984
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$12.3M
|
+$3.2M
|
+51,723
|
+36%
|
|
|
5
|
Epstein & White Financial
San Diego,
California
|
$11.6M
|
+$686K
|
+11,095
|
+6%
|
|
|
6
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$10.4M
|
+$3.84M
|
+62,108
|
+60%
|
|
|
7
|
US Bancorp
Minneapolis,
Minnesota
|
$8.77M
|
-$242K
|
-3,913
|
-3%
|
|
|
8
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$8.19M
|
+$5.14M
|
+83,101
|
+177%
|
|
|
9
|
Surevest
Los Angeles,
California
|
$6.82M
|
+$6.7M
|
+108,405
|
New
|
|
|
10
|
LPL Financial
San Diego,
California
|
$5.69M
|
+$1.67M
|
+26,997
|
+43%
|
|
|
11
|
Destiny Wealth Partners
Tavares,
Florida
|
$5.25M
|
-$482K
|
-7,794
|
-9%
|
|
|
12
|
WealthOne
Albany,
New York
|
$4.04M
|
+$1.7M
|
+27,503
|
+75%
|
|
|
13
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$3.33M
|
+$1.83M
|
+29,635
|
+128%
|
|
|
14
|
Tower Research Capital (TRC)
New York
|
$2.71M
|
+$2.66M
|
+43,055
|
New
|
|
|
15
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.58M
|
-$759K
|
-12,269
|
-23%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.67M
|
-$980K
|
-15,844
|
-37%
|
|
|
17
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.66M
|
-$8.66K
|
-140
|
-0.5%
|
|
|
18
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.38M
|
+$739K
|
+11,955
|
+119%
|
|
|
19
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.37M
|
+$1.36K
|
+22
|
+0.1%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.05M
|
+$203K
|
+3,288
|
+25%
|
|
|
21
|
Huntington National Bank
Columbus,
Ohio
|
$1.02M
|
–
|
–
|
–
|
|
|
22
|
USAdvisors Wealth Management
Eden Prairie,
Minnesota
|
$962K
|
+$325K
|
+5,257
|
+52%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$959K
|
+$394K
|
+6,379
|
+72%
|
|
|
24
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$925K
|
-$583K
|
-9,424
|
-39%
|
|
|
25
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$765K
|
+$752K
|
+12,160
|
New
|
|
