|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$51.2M
|
+$952K
|
+11,735
|
+2%
|
|
|
2
|
|
$22.8M
|
+$949K
|
+11,700
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.3M
|
+$532K
|
+6,557
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$17M
|
+$1.44M
|
+17,800
|
+9%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$13.9M
|
-$1.33M
|
-16,367
|
-8%
|
|
|
6
|
Kelly Financial Services
Braintree,
Massachusetts
|
$13.6M
|
+$112K
|
+1,375
|
+0.8%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$9.96M
|
+$81.3K
|
+1,003
|
+0.8%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.81M
|
+$527K
|
+6,504
|
+6%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.14M
|
+$150K
|
+1,850
|
+2%
|
|
|
10
|
Country Club Trust
Kansas City,
Missouri
|
$7.27M
|
-$54.4K
|
-671
|
-0.7%
|
|
|
11
|
Cardan Capital Partners
Denver,
Colorado
|
$7.24M
|
+$333K
|
+4,105
|
+5%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.74M
|
-$377K
|
-4,654
|
-7%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$4.44M
|
+$860K
|
+10,604
|
+23%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.59M
|
-$806K
|
-9,935
|
-18%
|
|
|
15
|
Steward Partners Investment Advisory
New York
|
$3.33M
|
+$278K
|
+3,433
|
+9%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$3.31M
|
+$1.14M
|
+14,003
|
+50%
|
|
|
17
|
Stephens Inc
Little Rock,
Arkansas
|
$2.91M
|
–
|
–
|
–
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$2.81M
|
-$8.68K
|
-107
|
-0.3%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$2.79M
|
+$149K
|
+1,839
|
+5%
|
|
|
20
|
Ameriprise
Minneapolis,
Minnesota
|
$2.79M
|
-$529K
|
-6,528
|
-16%
|
|
|
21
|
AE Wealth Management
Topeka,
Kansas
|
$2.77M
|
+$279K
|
+3,444
|
+11%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.76M
|
-$57.3K
|
-706
|
-2%
|
|
|
23
|
PGIM Custom Harvest
Newark,
New Jersey
|
$2.69M
|
+$1.39M
|
+17,081
|
+99%
|
|
|
24
|
Everett Harris & Co
Los Angeles,
California
|
$2.59M
|
-$105K
|
-1,300
|
-4%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.3M
|
-$77.6K
|
-957
|
-3%
|
|
