|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$50.9M
|
+$791K
|
+10,270
|
+2%
|
|
|
2
|
|
$22.2M
|
+$620K
|
+8,047
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.1M
|
+$2.35M
|
+30,572
|
+15%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15.8M
|
-$416K
|
-5,405
|
-3%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$15.4M
|
+$232K
|
+3,014
|
+2%
|
|
|
6
|
Kelly Financial Services
Braintree,
Massachusetts
|
$13.7M
|
+$410K
|
+5,325
|
+3%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10M
|
+$27K
|
+351
|
+0.3%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.41M
|
-$31.4K
|
-408
|
-0.4%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.1M
|
-$1.18M
|
-15,337
|
-13%
|
|
|
10
|
Country Club Trust
Kansas City,
Missouri
|
$7.36M
|
+$35.1K
|
+456
|
+0.5%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.35M
|
+$5.27M
|
+68,467
|
+287%
|
|
|
12
|
Cardan Capital Partners
Denver,
Colorado
|
$7.01M
|
+$6.79M
|
+88,144
|
New
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.17M
|
+$80.6K
|
+1,047
|
+2%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.43M
|
+$42.5K
|
+552
|
+1%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.65M
|
+$383K
|
+4,977
|
+12%
|
|
|
16
|
IMC Chicago
Chicago,
Illinois
|
$3.43M
|
-$114K
|
-1,482
|
-3%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$3.38M
|
-$1.24M
|
-16,113
|
-28%
|
|
|
18
|
Steward Partners Investment Advisory
New York
|
$3.1M
|
+$680K
|
+8,837
|
+29%
|
|
|
19
|
Stephens Inc
Little Rock,
Arkansas
|
$2.94M
|
-$672K
|
-8,735
|
-19%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$2.86M
|
-$2.05M
|
-26,624
|
-43%
|
|
|
21
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.85M
|
-$75.8K
|
-985
|
-3%
|
|
|
22
|
Everett Harris & Co
Los Angeles,
California
|
$2.73M
|
-$77K
|
-1,000
|
-3%
|
|
|
23
|
Truist Financial
Charlotte,
North Carolina
|
$2.69M
|
+$287K
|
+3,722
|
+12%
|
|
|
24
|
AE Wealth Management
Topeka,
Kansas
|
$2.53M
|
+$435K
|
+5,649
|
+22%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.41M
|
-$41.4K
|
-538
|
-2%
|
|
