|
1
|
Bank of America
Charlotte,
North Carolina
|
$16.5M
|
-$353K
|
-2,986
|
-2%
|
|
|
2
|
Destination Wealth Management
Walnut Creek,
California
|
$14.7M
|
+$328K
|
+2,771
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.95M
|
+$4.65M
|
+39,358
|
+87%
|
|
|
4
|
|
$6.09M
|
-$36.4K
|
-308
|
-0.6%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$5.84M
|
+$5.87M
|
+49,602
|
New
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$4.56M
|
-$9.11K
|
-77
|
-0.2%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$4.36M
|
-$43.6M
|
-368,635
|
-91%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$3.4M
|
-$59.3K
|
-501
|
-2%
|
|
|
9
|
Beaumont Financial Advisors
Needham,
Massachusetts
|
$2.23M
|
+$465K
|
+3,930
|
+26%
|
|
|
10
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$1.91M
|
-$13.5K
|
-114
|
-0.7%
|
|
|
11
|
Bank of New York Mellon
New York
|
$1.9M
|
+$9.93K
|
+84
|
+0.5%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$1.82M
|
-$205K
|
-1,733
|
-10%
|
|
|
13
|
Avantax Advisory Services
Dallas,
Texas
|
$1.78M
|
+$1.79M
|
+15,123
|
New
|
|
|
14
|
Boys Arnold & Co
Asheville,
North Carolina
|
$1.39M
|
-$366K
|
-3,095
|
-21%
|
|
|
15
|
US Bancorp
Minneapolis,
Minnesota
|
$1.3M
|
+$809K
|
+6,839
|
+164%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.22M
|
+$396K
|
+3,348
|
+48%
|
|
|
17
|
|
$1.14M
|
+$211K
|
+1,782
|
+22%
|
|
|
18
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$1.14M
|
+$1.14M
|
+9,670
|
New
|
|
|
19
|
Whittier Trust
South Pasadena,
California
|
$1.05M
|
–
|
–
|
–
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$967K
|
+$637K
|
+5,386
|
+191%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$693K
|
+$266K
|
+2,248
|
+62%
|
|
|
22
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$633K
|
-$3.62M
|
-30,623
|
-85%
|
|
|
23
|
LPL Financial
San Diego,
California
|
$614K
|
-$20.5K
|
-173
|
-3%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$579K
|
-$33.2K
|
-281
|
-5%
|
|
|
25
|
First United Bank & Trust
Oakland,
Maryland
|
$566K
|
+$34.8K
|
+294
|
+7%
|
|
