|
1
|
HSBC Holdings
London,
United Kingdom
|
$106M
|
+$98.3M
|
+1,038,674
|
New
|
|
|
2
|
Destination Wealth Management
Walnut Creek,
California
|
$64.9M
|
-$622K
|
-6,564
|
-1%
|
|
|
3
|
|
$59.4M
|
+$1.36M
|
+14,342
|
+3%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$46.6M
|
+$915K
|
+9,666
|
+2%
|
|
|
5
|
Fidelity International
Hamilton,
Bermuda
|
$42.8M
|
-$96M
|
-1,013,879
|
-71%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$41.9M
|
+$2.04M
|
+21,521
|
+6%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$28.2M
|
+$9.12M
|
+96,311
|
+54%
|
|
|
8
|
Bensler
Bellevue,
Washington
|
$23M
|
+$3.52M
|
+37,200
|
+20%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.9M
|
+$8.52M
|
+90,005
|
+72%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$14.6M
|
+$6.48M
|
+68,487
|
+92%
|
|
|
11
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$13.5M
|
+$11.6M
|
+122,611
|
+1,289%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.7M
|
-$50.3K
|
-531
|
-0.4%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12.7M
|
+$263K
|
+2,774
|
+2%
|
|
|
14
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$11.8M
|
-$210K
|
-2,220
|
-2%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$11.5M
|
+$7.09M
|
+74,866
|
+196%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$10M
|
+$2.02M
|
+21,375
|
+28%
|
|
|
17
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$9.69M
|
-$151K
|
-1,594
|
-2%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.15M
|
+$2.18M
|
+23,033
|
+35%
|
|
|
19
|
TownSquare Capital
Provo,
Utah
|
$8.94M
|
+$558K
|
+5,894
|
+7%
|
|
|
20
|
|
$8.93M
|
+$566K
|
+5,976
|
+7%
|
|
|
21
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$8.51M
|
+$299K
|
+3,158
|
+4%
|
|
|
22
|
Gimbal Financial
Carmel,
Indiana
|
$7.96M
|
+$7.31M
|
+77,247
|
New
|
|
|
23
|
Arrien Investments
Boise,
Idaho
|
$7.51M
|
+$122K
|
+1,286
|
+2%
|
|
|
24
|
Bank of New York Mellon
New York
|
$6.73M
|
-$36K
|
-380
|
-0.6%
|
|
|
25
|
Country Club Bank
Kansas City,
Missouri
|
$6.42M
|
-$167K
|
-1,764
|
-3%
|
|
