|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$17.3M
|
+$411K
|
+7,855
|
+2%
|
|
|
2
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$11.8M
|
+$197K
|
+3,763
|
+2%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.14M
|
-$2.18M
|
-41,771
|
-19%
|
|
|
4
|
D.A. Davidson & Co
Great Falls,
Montana
|
$8.19M
|
-$2.42M
|
-46,277
|
-23%
|
|
|
5
|
Demars Financial Group
Spokane Valley,
Washington
|
$6.05M
|
-$10.7M
|
-204,462
|
-64%
|
|
|
6
|
Citadel Advisors
Miami,
Florida
|
$4.81M
|
+$4.8M
|
+91,862
|
New
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.8M
|
+$376K
|
+7,194
|
+11%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.29M
|
-$277K
|
-5,306
|
-8%
|
|
|
9
|
|
$2.51M
|
+$321K
|
+6,142
|
+15%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.17M
|
+$53.4K
|
+1,022
|
+3%
|
|
|
11
|
|
$1.67M
|
-$162K
|
-3,105
|
-9%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.44M
|
+$234K
|
+4,482
|
+19%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$899K
|
-$209K
|
-4,006
|
-19%
|
|
|
14
|
J.W. Cole Advisors
Tampa,
Florida
|
$700K
|
+$699K
|
+13,359
|
New
|
|
|
15
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$691K
|
+$79.7K
|
+1,525
|
+13%
|
|
|
16
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$541K
|
+$6.54K
|
+125
|
+1%
|
|
|
17
|
Davidson Investment Advisors
Great Falls,
Montana
|
$510K
|
-$199K
|
-3,805
|
-28%
|
|
|
18
|
RFG Advisory
Birmingham,
Alabama
|
$467K
|
+$54.2K
|
+1,037
|
+13%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$388K
|
–
|
–
|
–
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$371K
|
+$370K
|
+7,077
|
New
|
|
|
21
|
Columbus Macro
New Castle,
Pennsylvania
|
$371K
|
+$370K
|
+7,077
|
New
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$327K
|
–
|
–
|
–
|
|
|
23
|
WealthShield Partners
Cary,
North Carolina
|
$300K
|
-$44.3K
|
-848
|
-13%
|
|
|
24
|
WealthPLAN Partners
Omaha,
Nebraska
|
$283K
|
+$283K
|
+5,421
|
New
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$215K
|
–
|
–
|
–
|
|
