|
1
|
Lake Point Wealth Management
Rockwall,
Texas
|
$27M
|
+$771K
|
+11,828
|
+3%
|
|
|
2
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$22M
|
+$5.48M
|
+84,166
|
+33%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$21M
|
+$5.4M
|
+82,941
|
+34%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16.2M
|
+$933K
|
+14,313
|
+6%
|
|
|
5
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.4M
|
–
|
–
|
–
|
|
|
6
|
Mercer Global Advisors
Denver,
Colorado
|
$12.8M
|
+$13M
|
+199,707
|
New
|
|
|
7
|
Surevest
Los Angeles,
California
|
$10.5M
|
+$841K
|
+12,900
|
+9%
|
|
|
8
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$10M
|
+$1.03M
|
+15,744
|
+11%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.59M
|
+$7.19M
|
+110,277
|
+282%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$8.71M
|
-$132K
|
-2,026
|
-1%
|
|
|
11
|
WealthOne
Albany,
New York
|
$6.98M
|
+$1.65M
|
+25,269
|
+30%
|
|
|
12
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$6.96M
|
-$1.51M
|
-23,247
|
-18%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$5.94M
|
-$643K
|
-9,875
|
-10%
|
|
|
14
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.42M
|
-$481K
|
-7,387
|
-10%
|
|
|
15
|
Diversified
Wilmington,
Delaware
|
$4.42M
|
+$1.72M
|
+26,388
|
+62%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.19M
|
+$259K
|
+3,972
|
+6%
|
|
|
17
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$3.68M
|
+$3.73M
|
+57,306
|
New
|
|
|
18
|
Little House Capital
Braintree,
Massachusetts
|
$2.77M
|
-$80.6K
|
-1,237
|
-3%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$2.19M
|
+$818K
|
+12,561
|
+58%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.12M
|
+$1.49M
|
+22,927
|
+227%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$2M
|
+$416K
|
+6,383
|
+26%
|
|
|
22
|
Altavista Wealth Management
Asheville,
North Carolina
|
$1.96M
|
+$316K
|
+4,848
|
+19%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$1.68M
|
+$356K
|
+5,456
|
+26%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.67M
|
-$8.73K
|
-134
|
-0.5%
|
|
|
25
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$1.42M
|
-$12.3K
|
-188
|
-0.8%
|
|
