|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$60M
|
+$787K
|
+9,413
|
+1%
|
|
|
2
|
|
$27.6M
|
+$654K
|
+7,815
|
+3%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.9M
|
-$248K
|
-2,965
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$18M
|
+$1.09M
|
+13,074
|
+7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$17.9M
|
+$1.86M
|
+22,202
|
+12%
|
|
|
6
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.9M
|
+$9.22M
|
+110,196
|
+869%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$9.54M
|
+$685K
|
+8,194
|
+8%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.45M
|
-$501K
|
-5,988
|
-5%
|
|
|
9
|
Country Club Trust
Kansas City,
Missouri
|
$8M
|
+$37.2K
|
+445
|
+0.5%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.48M
|
+$563K
|
+6,733
|
+10%
|
|
|
11
|
Prudential Financial
Newark,
New Jersey
|
$5.26M
|
+$4.06M
|
+48,573
|
+416%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.92M
|
-$397K
|
-4,750
|
-8%
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$3.93M
|
-$384K
|
-4,586
|
-9%
|
|
|
14
|
Steward Partners Investment Advisory
New York
|
$3.91M
|
+$8.7K
|
+104
|
+0.2%
|
|
|
15
|
Truist Financial
Charlotte,
North Carolina
|
$3.72M
|
+$38.4K
|
+459
|
+1%
|
|
|
16
|
|
$3.41M
|
+$298K
|
+3,561
|
+10%
|
|
|
17
|
Essex LLC
Deer Park,
Illinois
|
$3.2M
|
-$37.6K
|
-450
|
-1%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.15M
|
+$282K
|
+3,375
|
+10%
|
|
|
19
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$3.01M
|
-$70.9K
|
-848
|
-2%
|
|
|
20
|
Wells Fargo
San Francisco,
California
|
$2.96M
|
-$342K
|
-4,084
|
-11%
|
|
|
21
|
Everett Harris & Co
Los Angeles,
California
|
$2.81M
|
-$109K
|
-1,300
|
-4%
|
|
|
22
|
MML Investors Services
Springfield,
Massachusetts
|
$2.64M
|
+$29.4K
|
+352
|
+1%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.64M
|
+$1.08M
|
+12,925
|
+77%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$2.6M
|
-$718K
|
-8,578
|
-23%
|
|
|
25
|
Huntington National Bank
Columbus,
Ohio
|
$2.56M
|
–
|
–
|
–
|
|
