|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$19M
|
+$615K
|
+5,975
|
+3%
|
|
|
2
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$13M
|
-$659K
|
-6,399
|
-5%
|
|
|
3
|
|
$12.3M
|
-$763K
|
-7,403
|
-6%
|
|
|
4
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$11.5M
|
+$8.1M
|
+78,656
|
+247%
|
|
|
5
|
|
$10.6M
|
+$36.6K
|
+355
|
+0.4%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$9.87M
|
-$1.94M
|
-18,850
|
-17%
|
|
|
7
|
Colton Groome Financial Advisors
Asheville,
North Carolina
|
$9.33M
|
+$6.23M
|
+60,513
|
+209%
|
|
|
8
|
US Bancorp
Minneapolis,
Minnesota
|
$8.08M
|
-$1.49M
|
-14,455
|
-16%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$4.48M
|
+$2.93M
|
+28,448
|
+195%
|
|
|
10
|
|
$3.81M
|
+$831K
|
+8,071
|
+28%
|
|
|
11
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$3.23M
|
-$49.9K
|
-484
|
-2%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$3.1M
|
-$636K
|
-6,176
|
-17%
|
|
|
13
|
Marcum Wealth
Cleveland,
Ohio
|
$2.89M
|
–
|
–
|
–
|
|
|
14
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$2.36M
|
-$107K
|
-1,034
|
-4%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$1.55M
|
+$117K
|
+1,132
|
+8%
|
|
|
16
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$1.44M
|
+$250K
|
+2,427
|
+21%
|
|
|
17
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$1.4M
|
-$92.3K
|
-896
|
-6%
|
|
|
18
|
WesBanco Bank
Wheeling,
West Virginia
|
$1.33M
|
-$132K
|
-1,282
|
-9%
|
|
|
19
|
LPL Financial
San Diego,
California
|
$1.25M
|
+$60.7K
|
+589
|
+5%
|
|
|
20
|
Hilltop Holdings
Dallas,
Texas
|
$1.12M
|
-$20.6K
|
-200
|
-2%
|
|
|
21
|
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
|
$924K
|
-$204K
|
-1,985
|
-18%
|
|
|
22
|
Ameriprise
Minneapolis,
Minnesota
|
$767K
|
-$174K
|
-1,691
|
-19%
|
|
|
23
|
WorthPointe
La Jolla,
California
|
$756K
|
+$343K
|
+3,332
|
+85%
|
|
|
24
|
Fifth Third Securities
Cincinnati,
Ohio
|
$741K
|
+$733K
|
+7,116
|
New
|
|
|
25
|
Avantax Advisory Services
Dallas,
Texas
|
$700K
|
+$282K
|
+2,737
|
+69%
|
|
