|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$52.7M
|
-$749K
|
-8,926
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$52.4M
|
+$2.96M
|
+35,315
|
+6%
|
|
|
3
|
|
$41.8M
|
+$850K
|
+10,130
|
+2%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.7M
|
+$2.23M
|
+26,535
|
+12%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$18.9M
|
-$66.1K
|
-788
|
-0.4%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.4M
|
+$798K
|
+9,508
|
+5%
|
|
|
7
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$12M
|
+$4.15M
|
+49,400
|
+55%
|
|
|
8
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$11.1M
|
+$440K
|
+5,246
|
+4%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$10.5M
|
+$10.2M
|
+121,908
|
New
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.95M
|
+$55K
|
+655
|
+0.6%
|
|
|
11
|
PGIM Custom Harvest
Newark,
New Jersey
|
$8.15M
|
+$7.9M
|
+94,167
|
New
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$8.03M
|
-$4.04M
|
-48,140
|
-34%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.8M
|
+$431K
|
+5,135
|
+6%
|
|
|
14
|
Fifth Third Securities
Cincinnati,
Ohio
|
$7.73M
|
+$986K
|
+11,754
|
+15%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$7.67M
|
+$1.35M
|
+16,121
|
+22%
|
|
|
16
|
Country Club Bank
Kansas City,
Missouri
|
$7.51M
|
-$59.9K
|
-714
|
-0.8%
|
|
|
17
|
Fort Point Capital Partners
San Francisco,
California
|
$6.52M
|
+$5.65M
|
+67,373
|
+845%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$5.52M
|
+$1.39M
|
+16,601
|
+35%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$5.12M
|
-$21.3K
|
-254
|
-0.4%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.28M
|
-$422K
|
-5,024
|
-9%
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$3.78M
|
+$318K
|
+3,791
|
+10%
|
|
|
22
|
TAP Consulting
Kirkwood,
Missouri
|
$3.71M
|
+$406K
|
+4,843
|
+13%
|
|
|
23
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$3.39M
|
+$1.36M
|
+16,217
|
+71%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.34M
|
+$22.3K
|
+266
|
+0.7%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.2M
|
+$1.6M
|
+19,031
|
+106%
|
|
