|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$10.1M
|
-$2.44M
|
-51,485
|
-20%
|
|
|
2
|
D.A. Davidson & Co
Great Falls,
Montana
|
$6.47M
|
+$233K
|
+4,923
|
+4%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.25M
|
+$30K
|
+633
|
+0.5%
|
|
|
4
|
|
$4.12M
|
+$1.96M
|
+41,415
|
+93%
|
|
|
5
|
Citadel Advisors
Miami,
Florida
|
$2.29M
|
-$695K
|
-14,661
|
-24%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$1.66M
|
+$348K
|
+7,348
|
+27%
|
|
|
7
|
Davidson Investment Advisors
Great Falls,
Montana
|
$642K
|
-$109K
|
-2,293
|
-15%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$606K
|
-$117K
|
-2,474
|
-16%
|
|
|
9
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$597K
|
+$589K
|
+12,432
|
New
|
|
|
10
|
Advisor Group
Phoenix,
Arizona
|
$459K
|
+$365K
|
+7,700
|
+412%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$435K
|
-$13K
|
-275
|
-3%
|
|
|
12
|
HL Financial Services
Louisville,
Kentucky
|
$224K
|
+$221K
|
+4,666
|
New
|
|
|
13
|
HighTower Advisors
Chicago,
Illinois
|
$210K
|
+$208K
|
+4,388
|
New
|
|
|
14
|
|
$106K
|
+$104K
|
+2,200
|
New
|
|
|
15
|
Private Capital Group
West Hartford,
Connecticut
|
$24K
|
+$23.7K
|
+500
|
New
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$14K
|
+$47
|
+1
|
+0.3%
|
|
|
17
|
Archer Investment Corporation
Carmel,
Indiana
|
$12K
|
+$11.5K
|
+242
|
New
|
|
|
18
|
Global Retirement Partners
San Rafael,
California
|
$11K
|
+$1.66K
|
+35
|
+19%
|
|
|
19
|
Advisory Services Network
Atlanta,
Georgia
|
$7K
|
-$2.61K
|
-55
|
-28%
|
|
|
20
|
|
$1K
|
–
|
–
|
–
|
|
|
21
|
WealthShield Partners
Cary,
North Carolina
|
–
|
-$1M
|
-20,966
|
Closed
|
|
