|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$51.7M
|
+$724K
|
+8,678
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$41.3M
|
-$9.32M
|
-111,691
|
-18%
|
|
|
3
|
|
$39.7M
|
-$776K
|
-9,301
|
-2%
|
|
|
4
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.8M
|
+$31.5M
|
+377,012
|
+962%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$19.6M
|
+$1.31M
|
+15,712
|
+7%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.6M
|
-$1.42M
|
-17,000
|
-7%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.3M
|
+$449K
|
+5,383
|
+3%
|
|
|
8
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.6M
|
-$119K
|
-1,430
|
-1%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$10.2M
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.88M
|
+$228K
|
+2,736
|
+3%
|
|
|
11
|
PGIM Custom Harvest
Newark,
New Jersey
|
$8.43M
|
+$550K
|
+6,595
|
+7%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$8.32M
|
+$875K
|
+10,479
|
+12%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$7.68M
|
-$90.5K
|
-1,084
|
-1%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.46M
|
-$84.5K
|
-1,013
|
-1%
|
|
|
15
|
Country Club Bank
Kansas City,
Missouri
|
$7.12M
|
-$87.6K
|
-1,050
|
-1%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.25M
|
+$3.13M
|
+37,519
|
+149%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$4.94M
|
-$395K
|
-4,728
|
-7%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.92M
|
+$782K
|
+9,364
|
+19%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$4.11M
|
-$834K
|
-9,995
|
-17%
|
|
|
20
|
|
$4M
|
+$2.02M
|
+24,209
|
+103%
|
|
|
21
|
Fifth Third Securities
Cincinnati,
Ohio
|
$3.75M
|
-$3.72M
|
-44,548
|
-50%
|
|
|
22
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$3.42M
|
+$3.4M
|
+40,790
|
New
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.21M
|
-$22K
|
-264
|
-0.7%
|
|
|
24
|
Fort Point Capital Partners
San Francisco,
California
|
$3.09M
|
-$3.21M
|
-38,450
|
-51%
|
|
|
25
|
Prudential Financial
Newark,
New Jersey
|
$2.92M
|
+$297K
|
+3,563
|
+12%
|
|
