|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$52.8M
|
+$1.42M
|
+17,216
|
+3%
|
|
|
2
|
|
$24M
|
+$1.09M
|
+13,261
|
+5%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.9M
|
-$583K
|
-7,062
|
-3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$15.1M
|
-$2.1M
|
-25,386
|
-12%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$14.3M
|
+$306K
|
+3,706
|
+2%
|
|
|
6
|
Kelly Financial Services
Braintree,
Massachusetts
|
$13.6M
|
-$58.3K
|
-706
|
-0.4%
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.1M
|
-$9.43M
|
-114,233
|
-90%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.91M
|
+$50.8K
|
+615
|
+0.5%
|
|
|
9
|
Cardan Capital Partners
Denver,
Colorado
|
$8.03M
|
+$786K
|
+9,520
|
+10%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.87M
|
-$326K
|
-3,952
|
-4%
|
|
|
11
|
Country Club Trust
Kansas City,
Missouri
|
$7.2M
|
-$168K
|
-2,029
|
-2%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$5.26M
|
+$830K
|
+10,050
|
+18%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.77M
|
+$9.16K
|
+111
|
+0.2%
|
|
|
14
|
PGIM Custom Harvest
Newark,
New Jersey
|
$4M
|
+$1.35M
|
+16,349
|
+48%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$3.87M
|
+$268K
|
+3,241
|
+7%
|
|
|
16
|
Steward Partners Investment Advisory
New York
|
$3.48M
|
+$143K
|
+1,736
|
+4%
|
|
|
17
|
Truist Financial
Charlotte,
North Carolina
|
$3.28M
|
+$494K
|
+5,986
|
+17%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$3.06M
|
+$207K
|
+2,510
|
+7%
|
|
|
19
|
Wells Fargo
San Francisco,
California
|
$2.96M
|
+$138K
|
+1,673
|
+5%
|
|
|
20
|
Essex LLC
Deer Park,
Illinois
|
$2.89M
|
+$3.03M
|
+36,653
|
New
|
|
|
21
|
|
$2.76M
|
+$730K
|
+8,842
|
+34%
|
|
|
22
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.76M
|
-$20.6K
|
-249
|
-0.7%
|
|
|
23
|
Everett Harris & Co
Los Angeles,
California
|
$2.61M
|
–
|
–
|
–
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.54M
|
+$238K
|
+2,880
|
+10%
|
|
|
25
|
Private Advisor Group
Morristown,
New Jersey
|
$2.5M
|
+$743K
|
+8,999
|
+40%
|
|
