|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$16.9M
|
+$929K
|
+17,706
|
+6%
|
|
|
2
|
Demars Financial Group
Spokane Valley,
Washington
|
$16.8M
|
+$192K
|
+3,653
|
+1%
|
|
|
3
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$11.6M
|
+$375K
|
+7,146
|
+3%
|
|
|
4
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.3M
|
+$588K
|
+11,216
|
+5%
|
|
|
5
|
D.A. Davidson & Co
Great Falls,
Montana
|
$10.6M
|
+$456K
|
+8,702
|
+4%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$3.57M
|
-$112K
|
-2,138
|
-3%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.42M
|
+$1.31M
|
+24,932
|
+62%
|
|
|
8
|
|
$2.19M
|
-$2.36M
|
-45,070
|
-52%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$2.11M
|
-$16.6K
|
-317
|
-0.8%
|
|
|
10
|
|
$1.83M
|
-$993K
|
-18,924
|
-35%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.21M
|
+$139K
|
+2,659
|
+13%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.11M
|
+$303K
|
+5,782
|
+38%
|
|
|
13
|
Davidson Investment Advisors
Great Falls,
Montana
|
$709K
|
+$121K
|
+2,315
|
+21%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$684K
|
-$527K
|
-10,056
|
-43%
|
|
|
15
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$611K
|
–
|
–
|
–
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$534K
|
-$5.67K
|
-108
|
-1%
|
|
|
17
|
RFG Advisory
Birmingham,
Alabama
|
$415K
|
+$416K
|
+7,926
|
New
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$388K
|
–
|
–
|
–
|
|
|
19
|
WealthShield Partners
Cary,
North Carolina
|
$345K
|
–
|
–
|
–
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$327K
|
-$13.2K
|
-251
|
-4%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$215K
|
–
|
–
|
–
|
|
|
22
|
William Blair & Company
Chicago,
Illinois
|
$165K
|
–
|
–
|
–
|
|
|
23
|
Wells Fargo
San Francisco,
California
|
$79K
|
–
|
–
|
–
|
|
|
24
|
Kopp Family Office
Bloomington,
Minnesota
|
$40K
|
+$40.1K
|
+764
|
New
|
|
|
25
|
UBS Group
Zurich,
Switzerland
|
$31K
|
+$31.1K
|
+593
|
New
|
|
