|
1
|
Lake Point Wealth Management
Rockwall,
Texas
|
$27.1M
|
+$26.6M
|
+409,061
|
New
|
|
|
2
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$17.1M
|
+$4.01M
|
+61,586
|
+31%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.2M
|
+$2.94M
|
+45,149
|
+23%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15.7M
|
+$2.69M
|
+41,313
|
+21%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.4M
|
+$341K
|
+5,237
|
+2%
|
|
|
6
|
Epstein & White Financial
San Diego,
California
|
$12.8M
|
+$541K
|
+8,322
|
+5%
|
|
|
7
|
Surevest
Los Angeles,
California
|
$9.95M
|
+$2.72M
|
+41,786
|
+39%
|
|
|
8
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$9.29M
|
-$1.65M
|
-25,397
|
-15%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$9.13M
|
-$105K
|
-1,610
|
-1%
|
|
|
10
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$8.71M
|
+$91.4K
|
+1,406
|
+1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$6.78M
|
+$780K
|
+11,990
|
+13%
|
|
|
12
|
WealthOne
Albany,
New York
|
$5.52M
|
+$1.25M
|
+19,243
|
+30%
|
|
|
13
|
Destiny Wealth Partners
Tavares,
Florida
|
$5.05M
|
-$470K
|
-7,229
|
-9%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.06M
|
+$2.26M
|
+34,813
|
+131%
|
|
|
15
|
Jordan Park Group
San Francisco,
California
|
$3.91M
|
-$3.34M
|
-51,406
|
-47%
|
|
|
16
|
Little House Capital
Braintree,
Massachusetts
|
$2.94M
|
+$2.89M
|
+44,404
|
New
|
|
|
17
|
Diversified
Wilmington,
Delaware
|
$2.81M
|
+$2.05M
|
+31,451
|
+287%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.59M
|
+$1.46M
|
+22,476
|
+135%
|
|
|
19
|
|
$2.38M
|
+$2.34M
|
+35,917
|
New
|
|
|
20
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.73M
|
-$14.2K
|
-219
|
-0.8%
|
|
|
21
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.7M
|
+$237K
|
+3,644
|
+17%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$1.64M
|
+$864K
|
+13,289
|
+116%
|
|
|
23
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.48M
|
+$33K
|
+508
|
+2%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$1.43M
|
+$1.41M
|
+21,633
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$1.37M
|
+$354K
|
+5,443
|
+36%
|
|
