|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$18.1M
|
+$663K
|
+5,467
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$16.1M
|
+$508K
|
+4,191
|
+3%
|
|
|
3
|
Citadel Advisors
Miami,
Florida
|
$12.7M
|
+$1.31M
|
+10,831
|
+12%
|
|
|
4
|
|
$10.2M
|
+$8.27M
|
+68,229
|
+455%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$3.02M
|
-$1.62M
|
-13,395
|
-35%
|
|
|
6
|
Allegheny Financial Group
Pittsburgh,
Pennsylvania
|
$2.94M
|
+$236K
|
+1,947
|
+9%
|
|
|
7
|
KeyBank National Association
Cleveland,
Ohio
|
$2.8M
|
+$47.2K
|
+389
|
+2%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$2.77M
|
+$167K
|
+1,376
|
+6%
|
|
|
9
|
Barber Financial Group
Lenexa,
Kansas
|
$2.73M
|
-$26.9K
|
-222
|
-1%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$2.19M
|
-$634K
|
-5,227
|
-23%
|
|
|
11
|
Ifrah Financial Services
Little Rock,
Arkansas
|
$2.05M
|
+$86.5K
|
+714
|
+4%
|
|
|
12
|
|
$1.86M
|
+$6.3K
|
+52
|
+0.3%
|
|
|
13
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.76M
|
-$550K
|
-4,540
|
-24%
|
|
|
14
|
Whittier Trust
South Pasadena,
California
|
$1.47M
|
-$29.9K
|
-247
|
-2%
|
|
|
15
|
Bank of New York Mellon
New York
|
$1.32M
|
–
|
–
|
–
|
|
|
16
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$1.25M
|
-$9.82K
|
-81
|
-0.8%
|
|
|
17
|
WesBanco Bank
Wheeling,
West Virginia
|
$1.23M
|
+$262K
|
+2,158
|
+27%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.19M
|
-$2.56M
|
-21,098
|
-68%
|
|
|
19
|
AMG National Trust Bank
Greenwood Village,
Colorado
|
$1.09M
|
-$152K
|
-1,255
|
-12%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.01M
|
-$56.5K
|
-466
|
-5%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$988K
|
+$8.48K
|
+70
|
+0.9%
|
|
|
22
|
Tranquility Partners
Brentwood,
Tennessee
|
$877K
|
–
|
–
|
–
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$823K
|
-$662K
|
-5,461
|
-45%
|
|
|
24
|
Corepath Wealth Partners
Scottsdale,
Arizona
|
$801K
|
–
|
–
|
–
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$797K
|
+$284K
|
+2,343
|
+56%
|
|
