|
1
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$29.4M
|
+$29M
|
+471,312
|
New
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$29.3M
|
+$5.31M
|
+86,243
|
+22%
|
|
|
3
|
Paragon Wealth Strategies
Jacksonville,
Florida
|
$25.4M
|
+$25.1M
|
+407,195
|
New
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$14.3M
|
-$4.37M
|
-71,016
|
-24%
|
|
|
5
|
Truist Financial
Charlotte,
North Carolina
|
$13.2M
|
-$893K
|
-14,512
|
-6%
|
|
|
6
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$12.6M
|
-$775K
|
-12,603
|
-6%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.4M
|
+$1.47M
|
+23,950
|
+14%
|
|
|
8
|
WealthOne
Albany,
New York
|
$12M
|
+$1.04M
|
+16,935
|
+10%
|
|
|
9
|
Mercer Global Advisors
Denver,
Colorado
|
$12M
|
-$171K
|
-2,775
|
-1%
|
|
|
10
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$9.07M
|
+$629K
|
+10,228
|
+8%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$9.01M
|
+$170K
|
+2,771
|
+2%
|
|
|
12
|
Surevest
Los Angeles,
California
|
$7.38M
|
-$2.74M
|
-44,507
|
-27%
|
|
|
13
|
Cresset Asset Management
Chicago,
Illinois
|
$6.34M
|
+$4.15M
|
+67,490
|
+198%
|
|
|
14
|
Little House Capital
Braintree,
Massachusetts
|
$6.28M
|
+$3.4M
|
+55,252
|
+122%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$5.28M
|
-$253K
|
-4,117
|
-5%
|
|
|
16
|
Destiny Wealth Partners
Tavares,
Florida
|
$5.24M
|
+$867K
|
+14,099
|
+20%
|
|
|
17
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$3.46M
|
-$180K
|
-2,931
|
-5%
|
|
|
18
|
Kendall Capital Management
Rockville,
Maryland
|
$3.27M
|
+$2.14M
|
+34,812
|
+197%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.23M
|
-$818K
|
-13,288
|
-20%
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$3.17M
|
+$1.16M
|
+18,833
|
+59%
|
|
|
21
|
Coldstream Capital Management
Bellevue,
Washington
|
$2.71M
|
+$2.68M
|
+43,477
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$2.7M
|
-$1.32M
|
-21,456
|
-33%
|
|
|
23
|
Jordan Park Group
San Francisco,
California
|
$2.63M
|
-$967K
|
-15,717
|
-27%
|
|
|
24
|
Cetera Advisor Networks
El Segundo,
California
|
$2.53M
|
+$567K
|
+9,208
|
+29%
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$2.48M
|
+$120K
|
+1,957
|
+5%
|
|
