|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$50.2M
|
-$2.16M
|
-24,014
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$46.2M
|
+$6.38M
|
+70,926
|
+14%
|
|
|
3
|
|
$38.4M
|
+$3.91M
|
+43,428
|
+10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$17.8M
|
+$895K
|
+9,945
|
+5%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.3M
|
+$444K
|
+4,937
|
+2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.6M
|
-$890K
|
-9,884
|
-5%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$11.4M
|
+$5.97M
|
+66,360
|
+89%
|
|
|
8
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10M
|
-$12.2K
|
-136
|
-0.1%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.33M
|
-$316K
|
-3,512
|
-3%
|
|
|
10
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$7.26M
|
+$8.05M
|
+89,473
|
New
|
|
|
11
|
Country Club Bank
Kansas City,
Missouri
|
$7.22M
|
-$188K
|
-2,084
|
-2%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.9M
|
+$150K
|
+1,661
|
+2%
|
|
|
13
|
Fifth Third Securities
Cincinnati,
Ohio
|
$6.29M
|
+$2.88M
|
+31,982
|
+70%
|
|
|
14
|
Prudential Financial
Newark,
New Jersey
|
$6.11M
|
-$35.4M
|
-393,665
|
-84%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$5.89M
|
-$558K
|
-6,198
|
-8%
|
|
|
16
|
Truist Financial
Charlotte,
North Carolina
|
$4.82M
|
+$998K
|
+11,091
|
+23%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.59M
|
+$943K
|
+10,473
|
+23%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.42M
|
+$38.1K
|
+423
|
+0.8%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$3.83M
|
+$260K
|
+2,887
|
+7%
|
|
|
20
|
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
|
$3.79M
|
-$91.9K
|
-1,021
|
-2%
|
|
|
21
|
Brookstone Capital Management
Wheaton,
Illinois
|
$3.34M
|
+$93.9K
|
+1,043
|
+2%
|
|
|
22
|
Kesler Norman & Wride
Ogden,
Utah
|
$3.28M
|
+$547K
|
+6,081
|
+18%
|
|
|
23
|
Citadel Advisors
Miami,
Florida
|
$3.23M
|
+$966K
|
+10,727
|
+37%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.11M
|
+$41.8K
|
+464
|
+1%
|
|
|
25
|
TAP Consulting
Kirkwood,
Missouri
|
$3.09M
|
-$2.8M
|
-31,072
|
-45%
|
|
