|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$15.3M
|
+$124K
|
+2,424
|
+0.8%
|
|
|
2
|
Demars Financial Group
Spokane Valley,
Washington
|
$11.6M
|
-$102K
|
-1,990
|
-0.9%
|
|
|
3
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$10.7M
|
+$1.7M
|
+33,249
|
+19%
|
|
|
4
|
|
$5.69M
|
+$2.12M
|
+41,570
|
+60%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$5.69M
|
+$1.01M
|
+19,794
|
+22%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$5.12M
|
-$1.97M
|
-38,574
|
-28%
|
|
|
7
|
D.A. Davidson & Co
Great Falls,
Montana
|
$4.58M
|
-$1.59M
|
-31,223
|
-26%
|
|
|
8
|
Citadel Advisors
Miami,
Florida
|
$3.54M
|
+$3.52M
|
+69,074
|
New
|
|
|
9
|
Kathmere Capital Management
Wayne,
Pennsylvania
|
$3.41M
|
+$1.51M
|
+29,646
|
+80%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.94M
|
+$345K
|
+6,752
|
+22%
|
|
|
11
|
|
$1.38M
|
-$385K
|
-7,542
|
-22%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.35M
|
+$1.35M
|
+26,385
|
New
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$767K
|
-$17.3K
|
-339
|
-2%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$610K
|
-$122K
|
-2,391
|
-17%
|
|
|
15
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$598K
|
-$420K
|
-8,231
|
-41%
|
|
|
16
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$497K
|
+$495K
|
+9,702
|
New
|
|
|
17
|
Private Advisor Group
Morristown,
New Jersey
|
$379K
|
+$5.1K
|
+100
|
+1%
|
|
|
18
|
WealthShield Partners
Cary,
North Carolina
|
$337K
|
-$93.3K
|
-1,829
|
-22%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$250K
|
–
|
–
|
–
|
|
|
20
|
Davidson Investment Advisors
Great Falls,
Montana
|
$215K
|
-$168K
|
-3,286
|
-44%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$211K
|
–
|
–
|
–
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$161K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$77K
|
+$76.5K
|
+1,500
|
+150,000%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$57K
|
+$56.6K
|
+1,110
|
New
|
|
|
25
|
Private Capital Group
West Hartford,
Connecticut
|
$26K
|
–
|
–
|
–
|
|
