|
1
|
Bank of America
Charlotte,
North Carolina
|
$98.7M
|
-$2.19M
|
-57,606
|
-2%
|
|
|
2
|
Equitable Holdings
New York
|
$86.9M
|
+$82M
|
+2,153,700
|
New
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59.1M
|
+$968K
|
+25,422
|
+2%
|
|
|
4
|
|
$54.9M
|
+$2.55M
|
+67,062
|
+5%
|
|
|
5
|
Destination Wealth Management
Walnut Creek,
California
|
$52.4M
|
-$1.16M
|
-30,366
|
-2%
|
|
|
6
|
|
$48.6M
|
+$587K
|
+15,402
|
+1%
|
|
|
7
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$46.2M
|
-$15.7M
|
-411,186
|
-26%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$33.2M
|
-$379K
|
-9,948
|
-1%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.2M
|
+$7.05M
|
+185,202
|
+33%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$19.2M
|
+$192K
|
+5,046
|
+1%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$14.2M
|
+$874K
|
+22,938
|
+7%
|
|
|
12
|
Credit Suisse
Zurich,
Switzerland
|
$10.8M
|
-$7.18M
|
-188,490
|
-41%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.4M
|
+$140K
|
+3,666
|
+1%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$9.57M
|
+$122K
|
+3,210
|
+1%
|
|
|
15
|
Bingham Osborn & Scarborough
San Francisco,
California
|
$9.56M
|
-$293K
|
-7,698
|
-3%
|
|
|
16
|
|
$8.9M
|
-$9.14K
|
-240
|
-0.1%
|
|
|
17
|
CIBC World Market
Toronto,
Ontario, Canada
|
$8.28M
|
-$367K
|
-9,648
|
-4%
|
|
|
18
|
Stephens Inc
Little Rock,
Arkansas
|
$8.13M
|
+$7.67M
|
+201,402
|
New
|
|
|
19
|
Bailard
Foster City,
California
|
$7.28M
|
-$481K
|
-12,636
|
-7%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$6.95M
|
+$444K
|
+11,658
|
+7%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$6.72M
|
+$42.5K
|
+1,116
|
+0.7%
|
|
|
22
|
White Lighthouse Investment Management
Bedford,
Massachusetts
|
$5.55M
|
-$118K
|
-3,090
|
-2%
|
|
|
23
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.44M
|
–
|
–
|
–
|
|
|
24
|
Pittenger & Anderson Inc
Lincoin,
Nebraska
|
$5.29M
|
–
|
–
|
–
|
|
|
25
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$5.05M
|
+$134K
|
+3,522
|
+3%
|
|
