|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$36M
|
+$1.74M
|
+27,716
|
+5%
|
|
|
2
|
|
$19.4M
|
-$3.62M
|
-57,454
|
-16%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$10.6M
|
-$3.66M
|
-58,184
|
-26%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$9.34M
|
-$337K
|
-5,354
|
-4%
|
|
|
5
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.83M
|
-$967K
|
-15,370
|
-10%
|
|
|
6
|
Morningstar Investment Services
Chicago,
Illinois
|
$8.17M
|
+$2.91M
|
+46,192
|
+56%
|
|
|
7
|
|
$6.6M
|
-$5.67K
|
-90
|
-0.1%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.23M
|
+$122K
|
+1,946
|
+2%
|
|
|
9
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.19M
|
+$2.08M
|
+32,972
|
+68%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.48M
|
+$299K
|
+4,746
|
+7%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$4.15M
|
-$509K
|
-8,090
|
-11%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$3.73M
|
-$959K
|
-15,242
|
-21%
|
|
|
13
|
Stephens Inc
Little Rock,
Arkansas
|
$3.36M
|
-$504K
|
-8,000
|
-13%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.12M
|
-$715K
|
-11,354
|
-19%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.93M
|
-$94.8K
|
-1,506
|
-3%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.44M
|
-$13.1M
|
-208,302
|
-85%
|
|
|
17
|
Everett Harris & Co
Los Angeles,
California
|
$2.33M
|
-$128K
|
-2,034
|
-5%
|
|
|
18
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$2.17M
|
–
|
–
|
–
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$2.12M
|
+$161K
|
+2,556
|
+8%
|
|
|
20
|
Dowling & Yahnke
San Diego,
California
|
$2.11M
|
+$98.6K
|
+1,566
|
+5%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.06M
|
-$32.5K
|
-516
|
-2%
|
|
|
22
|
Huntington National Bank
Columbus,
Ohio
|
$1.86M
|
–
|
–
|
–
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$1.81M
|
+$250K
|
+3,974
|
+16%
|
|
|
24
|
Holderness Investments Company
Greensboro,
North Carolina
|
$1.76M
|
+$20K
|
+318
|
+1%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.69M
|
+$75K
|
+1,192
|
+5%
|
|
