|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$55.2M
|
+$2.07M
|
+25,958
|
+4%
|
|
|
2
|
|
$45.2M
|
+$708K
|
+8,884
|
+2%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$38.4M
|
-$506K
|
-6,345
|
-1%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$32M
|
-$9.28M
|
-116,404
|
-23%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$13.6M
|
-$50.4K
|
-632
|
-0.4%
|
|
|
6
|
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
$10.3M
|
–
|
–
|
–
|
|
|
7
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10M
|
-$94.3K
|
-1,183
|
-1%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.48M
|
-$9.64K
|
-121
|
-0.1%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.59M
|
+$312K
|
+3,911
|
+4%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.46M
|
+$283K
|
+3,557
|
+4%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$6.09M
|
-$335K
|
-4,202
|
-6%
|
|
|
12
|
Bank of New York Mellon
New York
|
$5.85M
|
+$5.52M
|
+69,261
|
New
|
|
|
13
|
Arrien Investments
Boise,
Idaho
|
$5.81M
|
+$2.37M
|
+29,725
|
+76%
|
|
|
14
|
Country Club Bank
Kansas City,
Missouri
|
$5.59M
|
-$487K
|
-6,109
|
-8%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.19M
|
+$286K
|
+3,592
|
+6%
|
|
|
16
|
Gimbal Financial
Carmel,
Indiana
|
$3.49M
|
+$3.29M
|
+41,308
|
New
|
|
|
17
|
|
$3.45M
|
-$498K
|
-6,249
|
-13%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.41M
|
-$388K
|
-4,874
|
-11%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$3.37M
|
-$97.4K
|
-1,222
|
-3%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$3.31M
|
-$144K
|
-1,805
|
-4%
|
|
|
21
|
Bellwether Advisors
Lincoln,
Nebraska
|
$2.97M
|
-$2.02M
|
-25,327
|
-42%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$2.95M
|
-$55.6K
|
-697
|
-2%
|
|
|
23
|
MML Investors Services
Springfield,
Massachusetts
|
$2.76M
|
-$30K
|
-377
|
-1%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.49M
|
+$47.7K
|
+598
|
+2%
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.42M
|
+$896K
|
+11,242
|
+65%
|
|
