|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$59.8M
|
-$1.51M
|
-14,964
|
-2%
|
|
|
2
|
|
$54.9M
|
-$1.17M
|
-11,607
|
-2%
|
|
|
3
|
PGIM Custom Harvest
Newark,
New Jersey
|
$44.1M
|
+$166K
|
+1,651
|
+0.4%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$38.6M
|
-$929K
|
-9,219
|
-2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.8M
|
+$3.25M
|
+32,222
|
+15%
|
|
|
6
|
Bensler
Bellevue,
Washington
|
$23.4M
|
+$1.73M
|
+17,151
|
+8%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$23.3M
|
-$3.45M
|
-34,265
|
-12%
|
|
|
8
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$21.7M
|
+$22.7M
|
+225,289
|
New
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$18.1M
|
+$19M
|
+188,574
|
New
|
|
|
10
|
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
$12.1M
|
-$604K
|
-5,997
|
-5%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.1M
|
+$105K
|
+1,047
|
+0.8%
|
|
|
12
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$10.9M
|
-$241K
|
-2,394
|
-2%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$10.9M
|
-$2.98M
|
-29,544
|
-21%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$10.6M
|
-$332K
|
-3,293
|
-3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.1M
|
+$712K
|
+7,067
|
+7%
|
|
|
16
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$10.1M
|
+$1.02M
|
+10,146
|
+11%
|
|
|
17
|
TownSquare Capital
Provo,
Utah
|
$8.96M
|
+$561K
|
+5,569
|
+6%
|
|
|
18
|
|
$8.92M
|
+$523K
|
+5,194
|
+6%
|
|
|
19
|
|
$8.8M
|
+$3.83M
|
+37,987
|
+71%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.36M
|
-$291K
|
-2,890
|
-3%
|
|
|
21
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$8.09M
|
+$69.3K
|
+688
|
+0.8%
|
|
|
22
|
Arrien Investments
Boise,
Idaho
|
$7.17M
|
-$213K
|
-2,109
|
-3%
|
|
|
23
|
Second Half Financial Partners
Sebring,
Florida
|
$7.05M
|
+$1.06M
|
+10,569
|
+17%
|
|
|
24
|
Ameriprise
Minneapolis,
Minnesota
|
$6.89M
|
+$2.22M
|
+22,052
|
+45%
|
|
|
25
|
Three Seasons Wealth
Salt Lake City,
Utah
|
$6.59M
|
+$898K
|
+8,910
|
+15%
|
|
