|
1
|
Fidelity International
Hamilton,
Bermuda
|
$126M
|
+$126M
|
+1,433,783
|
New
|
|
|
2
|
Destination Wealth Management
Walnut Creek,
California
|
$56.5M
|
-$831K
|
-9,459
|
-1%
|
|
|
3
|
|
$49.9M
|
+$2.89M
|
+32,924
|
+6%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$39.3M
|
-$608K
|
-6,919
|
-2%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$34.2M
|
+$902K
|
+10,261
|
+3%
|
|
|
6
|
Bensler
Bellevue,
Washington
|
$16.6M
|
+$16M
|
+181,853
|
+2,672%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$15.8M
|
+$1.65M
|
+18,777
|
+12%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11M
|
+$2.2M
|
+25,003
|
+25%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11M
|
+$1.12M
|
+12,692
|
+11%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$10.7M
|
+$1.74M
|
+19,817
|
+20%
|
|
|
11
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.4M
|
-$19.3K
|
-220
|
-0.2%
|
|
|
12
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$8.49M
|
+$8.49M
|
+96,615
|
New
|
|
|
13
|
TownSquare Capital
Provo,
Utah
|
$7.18M
|
+$7.18M
|
+81,716
|
New
|
|
|
14
|
|
$7.17M
|
+$7.17M
|
+81,562
|
New
|
|
|
15
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$7.05M
|
+$7.05M
|
+80,236
|
New
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.75M
|
+$1.36M
|
+15,468
|
+25%
|
|
|
17
|
Wells Fargo
San Francisco,
California
|
$6.54M
|
+$216K
|
+2,460
|
+3%
|
|
|
18
|
Arrien Investments
Boise,
Idaho
|
$6.36M
|
+$318K
|
+3,619
|
+5%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$5.86M
|
+$3.57M
|
+40,666
|
+156%
|
|
|
20
|
Bank of New York Mellon
New York
|
$5.83M
|
-$254K
|
-2,895
|
-4%
|
|
|
21
|
Country Club Bank
Kansas City,
Missouri
|
$5.77M
|
-$93.3K
|
-1,062
|
-2%
|
|
|
22
|
Brookstone Capital Management
Wheaton,
Illinois
|
$4.77M
|
+$4.62M
|
+52,608
|
New
|
|
|
23
|
Independent Financial Group
San Diego,
California
|
$4.66M
|
+$2.35M
|
+26,688
|
+101%
|
|
|
24
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$4.48M
|
+$4.48M
|
+50,951
|
New
|
|
|
25
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.44M
|
+$890K
|
+10,133
|
+25%
|
|
