|
1
|
Bank of America
Charlotte,
North Carolina
|
$99.3M
|
-$8.18M
|
-73,204
|
-7%
|
|
|
2
|
HSBC Holdings
London,
United Kingdom
|
$79M
|
+$81.1M
|
+725,611
|
+24,187%
|
|
|
3
|
|
$71.3M
|
-$4.24M
|
-37,939
|
-5%
|
|
|
4
|
Destination Wealth Management
Walnut Creek,
California
|
$65.9M
|
-$243K
|
-2,174
|
-0.4%
|
|
|
5
|
PGIM Custom Harvest
Newark,
New Jersey
|
$49.3M
|
-$432K
|
-3,868
|
-0.8%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$44.6M
|
+$5.66M
|
+50,692
|
+14%
|
|
|
7
|
Steward Partners Investment Advisory
New York
|
$43.8M
|
+$2.61M
|
+23,361
|
+6%
|
|
|
8
|
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
$39.8M
|
+$3.26M
|
+29,151
|
+9%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$25.5M
|
+$715K
|
+6,397
|
+3%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$24.2M
|
+$1.08M
|
+9,632
|
+5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.4M
|
-$56.2K
|
-503
|
-0.3%
|
|
|
12
|
Cresset Asset Management
Chicago,
Illinois
|
$19.2M
|
+$2.12M
|
+18,954
|
+12%
|
|
|
13
|
Sherman Porfolios
Coeur D'alene,
Idaho
|
$17.5M
|
-$7.8M
|
-69,795
|
-30%
|
|
|
14
|
|
$13.8M
|
+$12.3M
|
+110,043
|
+629%
|
|
|
15
|
Camarda Financial Advisors
Fleming Island,
Florida
|
$13.2M
|
+$70.1K
|
+627
|
+0.5%
|
|
|
16
|
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
$12M
|
+$509K
|
+4,559
|
+4%
|
|
|
17
|
LBMC Investment Advisors
Brentwood,
Tennessee
|
$12M
|
-$45.1K
|
-404
|
-0.4%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.5M
|
+$690K
|
+6,170
|
+6%
|
|
|
19
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.5M
|
-$2.48M
|
-22,167
|
-19%
|
|
|
20
|
AE Wealth Management
Topeka,
Kansas
|
$10.4M
|
-$2.12K
|
-19
|
-0%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.92M
|
+$39.9K
|
+357
|
+0.4%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$9.77M
|
+$488K
|
+4,364
|
+5%
|
|
|
23
|
Ameriprise
Minneapolis,
Minnesota
|
$9.52M
|
+$2.09M
|
+18,701
|
+27%
|
|
|
24
|
RPS Advisory Solutions
Louisville,
Kentucky
|
$8.9M
|
+$616K
|
+5,515
|
+7%
|
|
|
25
|
Arrien Investments
Boise,
Idaho
|
$7.63M
|
+$64K
|
+573
|
+0.8%
|
|
