|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$51.1M
|
+$543K
|
+6,519
|
+1%
|
|
|
2
|
|
$39M
|
+$261K
|
+3,139
|
+0.7%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$34.7M
|
+$730K
|
+8,773
|
+2%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$20.9M
|
-$19.8M
|
-237,532
|
-48%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.2M
|
-$3.07M
|
-36,891
|
-17%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$14.9M
|
-$4.37M
|
-52,518
|
-22%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.8M
|
-$3.19M
|
-38,368
|
-20%
|
|
|
8
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.1M
|
-$312K
|
-3,747
|
-3%
|
|
|
9
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$9.97M
|
–
|
–
|
–
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.14M
|
+$473K
|
+5,685
|
+5%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.91M
|
+$634K
|
+7,621
|
+9%
|
|
|
12
|
PGIM Custom Harvest
Newark,
New Jersey
|
$7.7M
|
-$552K
|
-6,626
|
-7%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$7.41M
|
-$2.21M
|
-26,495
|
-27%
|
|
|
14
|
Country Club Bank
Kansas City,
Missouri
|
$6.53M
|
-$404K
|
-4,858
|
-6%
|
|
|
15
|
Wells Fargo
San Francisco,
California
|
$6.03M
|
-$1.49M
|
-17,903
|
-20%
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$4.86M
|
+$33.5K
|
+402
|
+0.7%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.55M
|
-$260K
|
-3,126
|
-5%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$3.68M
|
-$344K
|
-4,135
|
-8%
|
|
|
19
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$3.62M
|
+$3.69M
|
+44,318
|
New
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$3.39M
|
+$255K
|
+3,059
|
+8%
|
|
|
21
|
San Luis Wealth Advisors
San Luis Obispo,
California
|
$3.37M
|
+$36.8K
|
+442
|
+1%
|
|
|
22
|
|
$3.28M
|
+$3.34M
|
+40,108
|
New
|
|
|
23
|
|
$3.06M
|
-$863K
|
-10,370
|
-22%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$2.88M
|
+$118K
|
+1,414
|
+4%
|
|
|
25
|
Independent Financial Group
San Diego,
California
|
$2.73M
|
-$78.5K
|
-943
|
-3%
|
|
