|
1
|
Envestnet Asset Management
Chicago,
Illinois
|
$31.9M
|
+$11.1M
|
+200,850
|
+46%
|
|
|
2
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$22.3M
|
+$1.01M
|
+18,299
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$18.9M
|
+$18.1M
|
+327,549
|
+623%
|
|
|
4
|
Brio Consultants
San Francisco,
California
|
$15.7M
|
-$734K
|
-13,289
|
-4%
|
|
|
5
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$14.5M
|
+$7.48M
|
+135,588
|
+87%
|
|
|
6
|
WealthOne
Albany,
New York
|
$11.3M
|
+$1.57M
|
+28,380
|
+14%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$10.7M
|
-$9.68M
|
-175,310
|
-45%
|
|
|
8
|
Wealthspire Advisors (New York)
New York
|
$10.5M
|
+$1.77M
|
+32,036
|
+18%
|
|
|
9
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$10.5M
|
-$723K
|
-13,101
|
-6%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$10M
|
-$451K
|
-8,176
|
-4%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$9.85M
|
-$245K
|
-4,436
|
-2%
|
|
|
12
|
Mercer Global Advisors
Denver,
Colorado
|
$9.29M
|
-$285K
|
-5,165
|
-3%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.99M
|
-$2.53M
|
-45,781
|
-20%
|
|
|
14
|
Cresset Asset Management
Chicago,
Illinois
|
$8.64M
|
+$2.28M
|
+41,321
|
+31%
|
|
|
15
|
Little House Capital
Braintree,
Massachusetts
|
$7.87M
|
+$424K
|
+7,687
|
+5%
|
|
|
16
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$7.74M
|
+$271K
|
+4,916
|
+3%
|
|
|
17
|
Colony Group
Boston,
Massachusetts
|
$6.77M
|
+$6.35M
|
+115,038
|
+547%
|
|
|
18
|
Surevest
Los Angeles,
California
|
$6.11M
|
-$5.08K
|
-92
|
-0.1%
|
|
|
19
|
HighTower Advisors
Chicago,
Illinois
|
$5.15M
|
+$2.72M
|
+49,352
|
+91%
|
|
|
20
|
Central Trust Company
Jefferson City,
Missouri
|
$4.2M
|
+$500K
|
+9,056
|
+12%
|
|
|
21
|
Destiny Wealth Partners
Tavares,
Florida
|
$4.18M
|
+$3.53K
|
+64
|
+0.1%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$4.12M
|
+$240K
|
+4,346
|
+6%
|
|
|
23
|
Kendall Capital Management
Rockville,
Maryland
|
$3.92M
|
+$513K
|
+9,300
|
+13%
|
|
|
24
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$3.58M
|
+$733K
|
+13,275
|
+23%
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$2.74M
|
+$464K
|
+8,397
|
+18%
|
|
