|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$15.8M
|
+$33.5K
|
+271
|
+0.2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$15M
|
-$3.91M
|
-31,640
|
-21%
|
|
|
3
|
AssetMark Inc
Concord,
California
|
$7.13M
|
-$95.6M
|
-773,291
|
-93%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$5.93M
|
+$3.96M
|
+32,022
|
+209%
|
|
|
5
|
|
$5.41M
|
+$4.62M
|
+37,336
|
+634%
|
|
|
6
|
KeyBank National Association
Cleveland,
Ohio
|
$5.08M
|
+$53.8K
|
+435
|
+1%
|
|
|
7
|
|
$4.76M
|
-$69.8K
|
-565
|
-1%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$4.31M
|
+$929K
|
+7,516
|
+28%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$2.58M
|
+$2.27M
|
+18,350
|
+830%
|
|
|
10
|
US Bancorp
Minneapolis,
Minnesota
|
$2.15M
|
+$295K
|
+2,389
|
+16%
|
|
|
11
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$2.04M
|
-$25.3K
|
-205
|
-1%
|
|
|
12
|
Bank of New York Mellon
New York
|
$2M
|
+$124
|
+1
|
+0%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.92M
|
+$947K
|
+7,661
|
+100%
|
|
|
14
|
Avantax Advisory Services
Dallas,
Texas
|
$1.88M
|
-$22.3K
|
-180
|
-1%
|
|
|
15
|
Whittier Trust
South Pasadena,
California
|
$1.54M
|
–
|
–
|
–
|
|
|
16
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$1.43M
|
+$56.1K
|
+454
|
+4%
|
|
|
17
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.42M
|
+$1.41M
|
+11,370
|
New
|
|
|
18
|
Knights of Columbus Asset Advisors
New Haven,
Connecticut
|
$1.18M
|
–
|
–
|
–
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.09M
|
+$38.7K
|
+313
|
+4%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$844K
|
+$156K
|
+1,262
|
+23%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$803K
|
-$6.35M
|
-51,380
|
-89%
|
|
|
22
|
Outlook Wealth Advisors
Shenandoah,
Texas
|
$749K
|
-$22.9K
|
-185
|
-3%
|
|
|
23
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$632K
|
+$294K
|
+2,375
|
+89%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$612K
|
-$94.7K
|
-766
|
-14%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$594K
|
+$336K
|
+2,714
|
+134%
|
|
