|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$46.6M
|
+$704K
|
+8,779
|
+1%
|
|
|
2
|
|
$36M
|
+$928K
|
+11,567
|
+2%
|
|
|
3
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$30.1M
|
-$1.3M
|
-16,146
|
-4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$16.4M
|
-$2.65M
|
-33,045
|
-13%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$13.3M
|
-$128K
|
-1,596
|
-0.9%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$8.97M
|
–
|
–
|
–
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$8.57M
|
-$212K
|
-2,637
|
-2%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.11M
|
-$129K
|
-1,612
|
-1%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.03M
|
-$3.76M
|
-46,914
|
-30%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.04M
|
-$90.1K
|
-1,123
|
-1%
|
|
|
11
|
PGIM Custom Harvest
Newark,
New Jersey
|
$6.65M
|
-$306K
|
-3,810
|
-4%
|
|
|
12
|
Country Club Bank
Kansas City,
Missouri
|
$5.96M
|
+$22.5K
|
+280
|
+0.3%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.4M
|
+$1.42M
|
+17,748
|
+32%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$5.19M
|
-$266K
|
-3,315
|
-4%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.75M
|
+$1.86M
|
+23,160
|
+56%
|
|
|
16
|
Bellwether Advisors
Lincoln,
Nebraska
|
$4.65M
|
+$5.07M
|
+63,241
|
New
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.41M
|
-$10.1M
|
-125,644
|
-68%
|
|
|
18
|
Johnson Investment Counsel
Cincinnati,
Ohio
|
$4.33M
|
+$1.17M
|
+14,561
|
+33%
|
|
|
19
|
UBS Group
Zurich,
Switzerland
|
$4.07M
|
-$336K
|
-4,182
|
-7%
|
|
|
20
|
Strategic Investment Solutions
Orland Park,
Illinois
|
$3.8M
|
+$3.74M
|
+46,624
|
+6,200%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.37M
|
+$2.93M
|
+36,554
|
+397%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$3.22M
|
-$97.2K
|
-1,211
|
-3%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$2.38M
|
+$13.3K
|
+166
|
+0.5%
|
|
|
24
|
TAP Consulting
Kirkwood,
Missouri
|
$2.32M
|
-$138K
|
-1,719
|
-5%
|
|
|
25
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$2.26M
|
-$47.6K
|
-593
|
-2%
|
|
