|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$50.1M
|
-$514K
|
-6,712
|
-1%
|
|
|
2
|
|
$42M
|
+$2.86M
|
+37,353
|
+8%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$39.6M
|
+$20.9M
|
+272,451
|
+122%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$36.8M
|
+$28.4M
|
+370,286
|
+410%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$12.9M
|
-$1.45M
|
-18,902
|
-10%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$9.74M
|
–
|
–
|
–
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$9.56M
|
-$77.4K
|
-1,010
|
-0.8%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.97M
|
+$161K
|
+2,098
|
+2%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$7.81M
|
+$159K
|
+2,070
|
+2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.71M
|
-$970K
|
-12,665
|
-12%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$6.09M
|
+$439K
|
+5,736
|
+8%
|
|
|
12
|
Country Club Bank
Kansas City,
Missouri
|
$5.77M
|
-$682K
|
-8,902
|
-11%
|
|
|
13
|
Bellwether Advisors
Lincoln,
Nebraska
|
$4.83M
|
-$216K
|
-2,819
|
-4%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.62M
|
-$167K
|
-2,183
|
-4%
|
|
|
15
|
|
$3.76M
|
+$2.27M
|
+29,621
|
+170%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.61M
|
-$2.16M
|
-28,192
|
-38%
|
|
|
17
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.52M
|
-$128K
|
-1,665
|
-4%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$3.33M
|
+$1.42M
|
+18,510
|
+80%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$3.28M
|
-$208K
|
-2,716
|
-6%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.27M
|
-$1.1M
|
-14,373
|
-26%
|
|
|
21
|
Arrien Investments
Boise,
Idaho
|
$3.12M
|
+$2.43M
|
+31,725
|
+434%
|
|
|
22
|
|
$2.96M
|
+$2.36M
|
+30,815
|
New
|
|
|
23
|
Connectus Wealth
Cincinnati,
Ohio
|
$2.87M
|
+$2.74M
|
+35,787
|
New
|
|
|
24
|
Rockefeller Capital Management
New York
|
$2.81M
|
+$2.69M
|
+35,161
|
New
|
|
|
25
|
AE Wealth Management
Topeka,
Kansas
|
$2.77M
|
+$2.46M
|
+32,111
|
+915%
|
|
