|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$22.7M
|
-$1.71M
|
-30,311
|
-6%
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$22.4M
|
+$22M
|
+389,531
|
+896%
|
|
|
3
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$22.2M
|
-$2.38M
|
-42,047
|
-9%
|
|
|
4
|
Truist Financial
Charlotte,
North Carolina
|
$20.2M
|
+$10.1M
|
+178,289
|
+84%
|
|
|
5
|
Brio Consultants
San Francisco,
California
|
$16.4M
|
+$17.8M
|
+315,389
|
New
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.7M
|
+$1.54M
|
+27,254
|
+14%
|
|
|
7
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.5M
|
+$1.19M
|
+21,085
|
+10%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$10.8M
|
-$1.1M
|
-19,374
|
-8%
|
|
|
9
|
US Bancorp
Minneapolis,
Minnesota
|
$10.4M
|
+$3.28M
|
+58,095
|
+40%
|
|
|
10
|
WealthOne
Albany,
New York
|
$10.2M
|
+$317K
|
+5,601
|
+3%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$9.91M
|
-$18.2K
|
-322
|
-0.2%
|
|
|
12
|
Wealthspire Advisors (New York)
New York
|
$9.26M
|
+$10.1M
|
+179,382
|
New
|
|
|
13
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$8.02M
|
+$1.92K
|
+34
|
+0%
|
|
|
14
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$7.77M
|
+$293K
|
+5,174
|
+4%
|
|
|
15
|
Little House Capital
Braintree,
Massachusetts
|
$7.76M
|
+$2.82M
|
+49,835
|
+50%
|
|
|
16
|
Cresset Asset Management
Chicago,
Illinois
|
$6.78M
|
+$1.74M
|
+30,820
|
+30%
|
|
|
17
|
Surevest
Los Angeles,
California
|
$6.35M
|
+$266K
|
+4,699
|
+4%
|
|
|
18
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.33M
|
-$961
|
-17
|
-0%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$4.05M
|
-$342K
|
-6,043
|
-7%
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$3.89M
|
+$1.39M
|
+24,568
|
+48%
|
|
|
21
|
Kendall Capital Management
Rockville,
Maryland
|
$3.59M
|
+$965K
|
+17,060
|
+33%
|
|
|
22
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$3.03M
|
+$183K
|
+3,232
|
+6%
|
|
|
23
|
Congress Wealth Management
Boston,
Massachusetts
|
$2.82M
|
+$927K
|
+16,390
|
+43%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$2.79M
|
+$3.06M
|
+54,089
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$2.71M
|
+$529K
|
+9,352
|
+22%
|
|
