|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$21.8M
|
+$864K
|
+8,230
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$11.8M
|
+$396K
|
+3,776
|
+3%
|
|
|
3
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$11.1M
|
+$216K
|
+2,059
|
+2%
|
|
|
4
|
|
$9.71M
|
+$1.12M
|
+10,693
|
+13%
|
|
|
5
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.63M
|
+$5.95M
|
+56,681
|
+159%
|
|
|
6
|
US Bancorp
Minneapolis,
Minnesota
|
$3.4M
|
-$64.5K
|
-615
|
-2%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.11M
|
+$295K
|
+2,810
|
+10%
|
|
|
8
|
KeyBank National Association
Cleveland,
Ohio
|
$2.85M
|
+$14.7K
|
+140
|
+0.5%
|
|
|
9
|
Sanctuary Advisors
Indianapolis,
Indiana
|
$2.75M
|
-$73.8K
|
-703
|
-3%
|
|
|
10
|
Kelly Financial Group
Wethersfield,
Connecticut
|
$2.54M
|
+$1.99K
|
+19
|
+0.1%
|
|
|
11
|
|
$2.45M
|
+$207K
|
+1,974
|
+9%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$2M
|
+$100K
|
+955
|
+5%
|
|
|
13
|
Biondo Investment Advisors
Milford,
Pennsylvania
|
$1.74M
|
+$124K
|
+1,178
|
+8%
|
|
|
14
|
Beirne Wealth Consulting Services
Shelton,
Connecticut
|
$1.62M
|
+$326K
|
+3,109
|
+25%
|
|
|
15
|
WesBanco Bank
Wheeling,
West Virginia
|
$1.41M
|
-$28.4K
|
-271
|
-2%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.15M
|
+$410K
|
+3,910
|
+55%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$997K
|
-$81.8K
|
-779
|
-8%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$910K
|
+$204K
|
+1,947
|
+29%
|
|
|
19
|
D.L. Carlson Investment Group
Concord,
New Hampshire
|
$730K
|
–
|
–
|
–
|
|
|
20
|
|
$554K
|
-$8.23M
|
-78,455
|
-94%
|
|
|
21
|
WorthPointe
La Jolla,
California
|
$505K
|
-$164K
|
-1,563
|
-24%
|
|
|
22
|
Silver Oak Securities
Jackson,
Tennessee
|
$486K
|
-$6.61K
|
-63
|
-1%
|
|
|
23
|
Davenport & Co
Richmond,
Virginia
|
$467K
|
+$124K
|
+1,183
|
+36%
|
|
|
24
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$455K
|
+$36K
|
+343
|
+9%
|
|
|
25
|
Bartlett & Co Wealth Management
Cincinnati,
Ohio
|
$412K
|
-$13.1K
|
-125
|
-3%
|
|
