|
1
|
Heritage Wealth Management (Arizona)
Phoenix,
Arizona
|
$49.6M
|
+$26M
|
+484,922
|
+108%
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$44.6M
|
+$45M
|
+838,543
|
New
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$26.2M
|
-$7.94M
|
-147,853
|
-23%
|
|
|
4
|
Fifth Third Bancorp
Cincinnati,
Ohio
|
$16.8M
|
+$17M
|
+316,219
|
New
|
|
|
5
|
Wealthspire Advisors (New York)
New York
|
$16.8M
|
+$5.59M
|
+104,062
|
+49%
|
|
|
6
|
Brio Consultants
San Francisco,
California
|
$16.7M
|
+$702K
|
+13,074
|
+4%
|
|
|
7
|
Truist Financial
Charlotte,
North Carolina
|
$16.3M
|
+$4.95M
|
+92,269
|
+43%
|
|
|
8
|
Lee Financial Group Hawaii
Honolulu,
Hawaii
|
$15.2M
|
-$243K
|
-4,531
|
-2%
|
|
|
9
|
WealthOne
Albany,
New York
|
$12.3M
|
+$265K
|
+4,930
|
+2%
|
|
|
10
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$11.6M
|
+$447K
|
+8,327
|
+4%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$11.2M
|
+$708K
|
+13,177
|
+7%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
-$213K
|
-3,971
|
-2%
|
|
|
13
|
CMH Wealth Management
Portsmouth,
New Hampshire
|
$9.51M
|
+$9.61M
|
+178,968
|
New
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.21M
|
-$395K
|
-7,364
|
-4%
|
|
|
15
|
Advisory Resource Group
Tulsa,
Oklahoma
|
$9.09M
|
+$837K
|
+15,591
|
+10%
|
|
|
16
|
Cresset Asset Management
Chicago,
Illinois
|
$8.08M
|
-$1.16M
|
-21,677
|
-12%
|
|
|
17
|
Colony Group
Boston,
Massachusetts
|
$7.49M
|
+$260K
|
+4,843
|
+4%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$7.19M
|
-$13.2M
|
-244,914
|
-64%
|
|
|
19
|
Central Trust Company
Jefferson City,
Missouri
|
$6.76M
|
+$2.3M
|
+42,811
|
+51%
|
|
|
20
|
HighTower Advisors
Chicago,
Illinois
|
$5.91M
|
+$419K
|
+7,799
|
+8%
|
|
|
21
|
Global Wealth Strategies & Associates
Denver,
Colorado
|
$5.63M
|
+$5.69M
|
+105,991
|
New
|
|
|
22
|
Kendall Capital Management
Rockville,
Maryland
|
$5.63M
|
+$1.46M
|
+27,161
|
+34%
|
|
|
23
|
Armstrong Advisory Group
Needham,
Massachusetts
|
$4.75M
|
+$4.8M
|
+89,416
|
New
|
|
|
24
|
Strategic Wealth Partners Group
Deerfield,
Illinois
|
$4.45M
|
+$627K
|
+11,667
|
+16%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$3.93M
|
-$476K
|
-8,860
|
-11%
|
|
