|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$25.5M
|
+$3.72M
|
+55,848
|
+17%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$19.9M
|
+$3.21M
|
+48,157
|
+19%
|
|
|
3
|
Truist Financial
Charlotte,
North Carolina
|
$15.1M
|
+$12.8M
|
+192,627
|
+563%
|
|
|
4
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$14.3M
|
-$139K
|
-2,083
|
-1%
|
|
|
5
|
Mercer Global Advisors
Denver,
Colorado
|
$12.9M
|
-$311K
|
-4,679
|
-2%
|
|
|
6
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$12.9M
|
+$12.6M
|
+188,594
|
+3,238%
|
|
|
7
|
WealthOne
Albany,
New York
|
$11.7M
|
+$4.45M
|
+66,907
|
+62%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.6M
|
+$1.72M
|
+25,844
|
+17%
|
|
|
9
|
Surevest
Los Angeles,
California
|
$10.8M
|
-$20.8K
|
-312
|
-0.2%
|
|
|
10
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$10.4M
|
+$13.6K
|
+204
|
+0.1%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$9.4M
|
+$388K
|
+5,833
|
+4%
|
|
|
12
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$8.21M
|
+$1.79M
|
+26,843
|
+25%
|
|
|
13
|
Lake Point Wealth Management
Rockwall,
Texas
|
$6.28M
|
-$21.7M
|
-326,360
|
-78%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$5.89M
|
-$257K
|
-3,856
|
-4%
|
|
|
15
|
Diversified
Wilmington,
Delaware
|
$5.65M
|
+$1.09M
|
+16,303
|
+24%
|
|
|
16
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.64M
|
+$65.8K
|
+989
|
+1%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.32M
|
-$19.8K
|
-297
|
-0.5%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$4.29M
|
+$2.56M
|
+38,537
|
+147%
|
|
|
19
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$3.88M
|
+$73.5K
|
+1,105
|
+2%
|
|
|
20
|
Jordan Park Group
San Francisco,
California
|
$3.84M
|
+$3.85M
|
+57,801
|
New
|
|
|
21
|
Little House Capital
Braintree,
Massachusetts
|
$3.01M
|
+$145K
|
+2,179
|
+5%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.51M
|
+$2.18M
|
+32,759
|
+648%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.36M
|
+$165K
|
+2,485
|
+8%
|
|
|
24
|
Cresset Asset Management
Chicago,
Illinois
|
$2.26M
|
+$1.42M
|
+21,338
|
+168%
|
|
|
25
|
Central Trust Company
Jefferson City,
Missouri
|
$2.12M
|
+$2.05M
|
+30,797
|
+2,760%
|
|
