|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$69.3M
|
-$138K
|
-1,205
|
-0.2%
|
|
|
2
|
|
$66.5M
|
-$1.06M
|
-9,278
|
-2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$61M
|
+$1.36M
|
+11,917
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$46M
|
+$3.7M
|
+32,348
|
+9%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.3M
|
+$6.17M
|
+53,907
|
+36%
|
|
|
6
|
Steward Partners Investment Advisory
New York
|
$19.9M
|
-$28.7M
|
-250,828
|
-59%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$19.7M
|
-$2.32M
|
-20,230
|
-11%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$14.6M
|
-$1.74M
|
-15,163
|
-11%
|
|
|
9
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$12.3M
|
+$53.8K
|
+470
|
+0.4%
|
|
|
10
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.8M
|
+$3.94M
|
+34,423
|
+50%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$11M
|
+$7.58M
|
+66,214
|
+220%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.9M
|
-$561K
|
-4,901
|
-5%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$10.1M
|
-$903K
|
-7,891
|
-8%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.91M
|
+$1.55M
|
+13,511
|
+19%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.85M
|
-$1.53M
|
-13,377
|
-13%
|
|
|
16
|
Arrien Investments
Boise,
Idaho
|
$8.08M
|
+$163K
|
+1,424
|
+2%
|
|
|
17
|
Sovran Advisors
San Diego,
California
|
$7.58M
|
+$5.26M
|
+45,972
|
+233%
|
|
|
18
|
PGIM Custom Harvest
Newark,
New Jersey
|
$7.35M
|
-$42.6M
|
-372,180
|
-85%
|
|
|
19
|
|
$6.68M
|
-$462K
|
-4,033
|
-6%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$6.19M
|
-$1.07M
|
-9,374
|
-15%
|
|
|
21
|
First National Bank of Omaha
Omaha,
Nebraska
|
$6.11M
|
+$443K
|
+3,868
|
+8%
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$6.04M
|
+$4.92K
|
+43
|
+0.1%
|
|
|
23
|
Forte Asset Management
Bedford,
New York
|
$6.01M
|
-$1.92M
|
-16,741
|
-24%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$5.74M
|
+$730K
|
+6,376
|
+15%
|
|
|
25
|
Jones Financial Companies
Des Peres,
Missouri
|
$5.64M
|
+$372K
|
+3,250
|
+7%
|
|
