|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$55M
|
-$2.85M
|
-32,214
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$42.7M
|
+$7.98M
|
+90,324
|
+22%
|
|
|
3
|
Prudential Financial
Newark,
New Jersey
|
$39.6M
|
+$1.17M
|
+13,189
|
+3%
|
|
|
4
|
|
$36.8M
|
+$5.6M
|
+63,400
|
+17%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$18M
|
-$116K
|
-1,315
|
-0.6%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.8M
|
+$116K
|
+1,309
|
+0.6%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.2M
|
+$2.16M
|
+24,401
|
+15%
|
|
|
8
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.6M
|
+$47.4K
|
+536
|
+0.4%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.09M
|
+$63.4K
|
+717
|
+0.7%
|
|
|
10
|
Country Club Bank
Kansas City,
Missouri
|
$7.58M
|
-$63.4K
|
-717
|
-0.8%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.13M
|
+$417K
|
+4,722
|
+6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$6.74M
|
+$456K
|
+5,164
|
+7%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$6.38M
|
+$2.68M
|
+30,305
|
+68%
|
|
|
14
|
TAP Consulting
Kirkwood,
Missouri
|
$5.92M
|
+$6.11M
|
+69,154
|
New
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.63M
|
+$17.4K
|
+197
|
+0.4%
|
|
|
16
|
Schroder Investment Management Group
London,
United Kingdom
|
$4.54M
|
-$606K
|
-6,855
|
-11%
|
|
|
17
|
|
$4.49M
|
+$2.33M
|
+26,369
|
+101%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$4.13M
|
+$397K
|
+4,489
|
+10%
|
|
|
19
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$4.09M
|
+$2.05M
|
+23,245
|
+95%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.94M
|
+$2.21M
|
+25,041
|
+119%
|
|
|
21
|
Fifth Third Securities
Cincinnati,
Ohio
|
$3.9M
|
+$4.03M
|
+45,551
|
New
|
|
|
22
|
UBS Group
Zurich,
Switzerland
|
$3.79M
|
-$156K
|
-1,767
|
-4%
|
|
|
23
|
|
$3.75M
|
+$3.32M
|
+37,581
|
+597%
|
|
|
24
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.65M
|
-$2.33M
|
-26,380
|
-38%
|
|
|
25
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.25M
|
+$500K
|
+5,653
|
+18%
|
|
