|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$37.8M
|
+$500K
|
+7,828
|
+1%
|
|
|
2
|
|
$19.7M
|
-$320K
|
-5,012
|
-2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$9.64M
|
-$25.7K
|
-402
|
-0.3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$9.36M
|
-$1.53M
|
-23,894
|
-14%
|
|
|
5
|
Morningstar Investment Services
Chicago,
Illinois
|
$8.74M
|
+$271K
|
+4,248
|
+3%
|
|
|
6
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.73M
|
-$392K
|
-6,142
|
-4%
|
|
|
7
|
|
$6.85M
|
+$6.39M
|
+100,040
|
+2,668%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.95M
|
+$517K
|
+8,098
|
+10%
|
|
|
9
|
|
$4.93M
|
+$4.77M
|
+74,786
|
New
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$3.75M
|
-$533K
|
-8,348
|
-13%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$3.61M
|
-$243K
|
-3,800
|
-7%
|
|
|
12
|
Stephens Inc
Little Rock,
Arkansas
|
$3.46M
|
-$19.2K
|
-300
|
-0.6%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.26M
|
+$226K
|
+3,536
|
+8%
|
|
|
14
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.01M
|
-$214K
|
-3,354
|
-7%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.98M
|
-$1.61M
|
-25,142
|
-36%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.64M
|
+$150K
|
+2,346
|
+6%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$2.44M
|
+$243K
|
+3,806
|
+11%
|
|
|
18
|
Everett Harris & Co
Los Angeles,
California
|
$2.41M
|
–
|
–
|
–
|
|
|
19
|
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
|
$2.24M
|
–
|
–
|
–
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.21M
|
+$79K
|
+1,238
|
+4%
|
|
|
21
|
Dowling & Yahnke
San Diego,
California
|
$2.09M
|
-$93K
|
-1,456
|
-4%
|
|
|
22
|
The Family Firm
Bethesda,
Maryland
|
$1.99M
|
+$238K
|
+3,734
|
+14%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$1.88M
|
+$127K
|
+1,988
|
+8%
|
|
|
24
|
Holderness Investments Company
Greensboro,
North Carolina
|
$1.78M
|
-$38.3K
|
-600
|
-2%
|
|
|
25
|
Huntington National Bank
Columbus,
Ohio
|
$1.65M
|
–
|
–
|
–
|
|
