|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$35M
|
+$693K
|
+10,546
|
+2%
|
|
|
2
|
|
$24.2M
|
-$3.72M
|
-56,586
|
-13%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.4M
|
+$4.07M
|
+62,014
|
+26%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$18.2M
|
+$6.41M
|
+97,544
|
+53%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$17.4M
|
+$3.98M
|
+60,582
|
+29%
|
|
|
6
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$16.5M
|
-$362K
|
-5,510
|
-2%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$15.5M
|
+$5.97M
|
+90,880
|
+62%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$10.8M
|
-$27.5K
|
-418
|
-0.3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$10.1M
|
+$3.73M
|
+56,710
|
+57%
|
|
|
10
|
|
$6.81M
|
+$54.4K
|
+828
|
+0.8%
|
|
|
11
|
|
$6.64M
|
–
|
–
|
–
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.44M
|
+$3.18M
|
+48,386
|
+137%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.3M
|
+$5.29M
|
+80,532
|
+7,926%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$5.18M
|
+$1.2M
|
+18,258
|
+30%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.09M
|
+$309K
|
+4,710
|
+6%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.76M
|
+$4.12M
|
+62,644
|
+592%
|
|
|
17
|
Morningstar Investment Services
Chicago,
Illinois
|
$4.58M
|
+$560K
|
+8,516
|
+14%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$4.53M
|
+$2.28M
|
+34,760
|
+99%
|
|
|
19
|
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
$4.48M
|
-$91.9K
|
-1,398
|
-2%
|
|
|
20
|
Stephens Inc
Little Rock,
Arkansas
|
$4.47M
|
+$202K
|
+3,080
|
+5%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$4.07M
|
+$10.8K
|
+164
|
+0.3%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.51M
|
+$345K
|
+5,256
|
+11%
|
|
|
23
|
Grimes & Company
Westborough,
Massachusetts
|
$3.49M
|
+$3.53M
|
+53,734
|
New
|
|
|
24
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$3.35M
|
+$3.39M
|
+51,576
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.26M
|
-$617K
|
-9,388
|
-16%
|
|
