|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$38.3M
|
-$604K
|
-8,770
|
-2%
|
|
|
2
|
|
$34.5M
|
+$29.6M
|
+429,496
|
+512%
|
|
|
3
|
|
$22.9M
|
+$1.89M
|
+27,460
|
+9%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$15.6M
|
+$12.7M
|
+184,658
|
+381%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$14.1M
|
+$4.12M
|
+59,782
|
+40%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$13.6M
|
+$2.04M
|
+29,696
|
+17%
|
|
|
7
|
Grimes & Company
Westborough,
Massachusetts
|
$12.7M
|
+$13M
|
+189,298
|
New
|
|
|
8
|
Morningstar Investment Services
Chicago,
Illinois
|
$8.91M
|
-$124K
|
-1,802
|
-1%
|
|
|
9
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.71M
|
+$74.8K
|
+1,086
|
+0.8%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.87M
|
-$2.67M
|
-38,800
|
-27%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.63M
|
+$334K
|
+4,850
|
+5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.92M
|
+$1.28M
|
+18,592
|
+34%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$4.81M
|
+$1.52M
|
+22,122
|
+45%
|
|
|
14
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.62M
|
+$3.44M
|
+49,942
|
+264%
|
|
|
15
|
Stephens Inc
Little Rock,
Arkansas
|
$3.78M
|
+$236K
|
+3,430
|
+6%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$3.71M
|
+$2.01M
|
+29,260
|
+113%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.65M
|
+$3.24M
|
+47,024
|
+641%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.98M
|
-$1.03M
|
-15,020
|
-25%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.93M
|
-$72.6K
|
-1,054
|
-2%
|
|
|
20
|
Pictet Asset Management (UK)
London,
United Kingdom
|
$2.64M
|
+$2.73M
|
+39,600
|
New
|
|
|
21
|
Questar Asset Management
Minneapolis,
Minnesota
|
$2.55M
|
+$2.62M
|
+38,056
|
New
|
|
|
22
|
Prospera Financial Services
Dallas,
Texas
|
$2.47M
|
+$2.53M
|
+36,756
|
New
|
|
|
23
|
Everett Harris & Co
Los Angeles,
California
|
$2.42M
|
-$8.95K
|
-130
|
-0.4%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$2.42M
|
+$214K
|
+3,104
|
+9%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$2.35M
|
+$2.09M
|
+30,340
|
+649%
|
|
