|
1
|
Bank of America
Charlotte,
North Carolina
|
$110M
|
+$5.57M
|
+51,642
|
+6%
|
|
|
2
|
|
$77.2M
|
+$2.17M
|
+20,111
|
+3%
|
|
|
3
|
Destination Wealth Management
Walnut Creek,
California
|
$67.7M
|
-$364K
|
-3,375
|
-0.5%
|
|
|
4
|
PGIM Custom Harvest
Newark,
New Jersey
|
$50.9M
|
-$124K
|
-1,151
|
-0.3%
|
|
|
5
|
Steward Partners Investment Advisory
New York
|
$42.3M
|
+$38M
|
+352,715
|
+1,234%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$40M
|
+$5.17M
|
+47,988
|
+15%
|
|
|
7
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$37.5M
|
+$36.4M
|
+337,842
|
New
|
|
|
8
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$25.7M
|
+$25M
|
+231,733
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$25.4M
|
+$7.27M
|
+67,415
|
+42%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$23.7M
|
+$892K
|
+8,273
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.9M
|
-$8.84M
|
-81,969
|
-31%
|
|
|
12
|
Cresset Asset Management
Chicago,
Illinois
|
$17.6M
|
+$17.1M
|
+158,476
|
New
|
|
|
13
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$13.5M
|
-$644K
|
-5,974
|
-5%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.2M
|
+$1.14M
|
+10,594
|
+10%
|
|
|
15
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$12.3M
|
-$230K
|
-2,135
|
-2%
|
|
|
16
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$11.8M
|
-$60.6K
|
-562
|
-0.5%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.1M
|
+$590K
|
+5,472
|
+6%
|
|
|
18
|
AE Wealth Management
Topeka,
Kansas
|
$10.6M
|
+$1.54M
|
+14,252
|
+17%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.95M
|
+$340K
|
+3,153
|
+4%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.52M
|
+$3.5M
|
+32,476
|
+61%
|
|
|
21
|
Moloney Securities Asset Management
Manchester,
Missouri
|
$9.22M
|
+$8.96M
|
+83,105
|
New
|
|
|
22
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$8.49M
|
+$8.26M
|
+76,583
|
New
|
|
|
23
|
Arrien Investments
Boise,
Idaho
|
$7.74M
|
+$39.9K
|
+370
|
+0.5%
|
|
|
24
|
Truist Financial
Charlotte,
North Carolina
|
$7.7M
|
-$656K
|
-6,086
|
-8%
|
|
|
25
|
Ameriprise
Minneapolis,
Minnesota
|
$7.68M
|
+$122K
|
+1,133
|
+2%
|
|
