|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$17.4M
|
+$616K
|
+11,912
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.2M
|
+$1.29M
|
+25,007
|
+14%
|
|
|
3
|
D.A. Davidson & Co
Great Falls,
Montana
|
$9.12M
|
+$1.16M
|
+22,478
|
+14%
|
|
|
4
|
55I LLC
Boston,
Massachusetts
|
$7.89M
|
+$8.01M
|
+154,775
|
New
|
|
|
5
|
Demars Financial Group
Spokane Valley,
Washington
|
$5.82M
|
-$80.5K
|
-1,556
|
-1%
|
|
|
6
|
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
|
$5.19M
|
-$6.39M
|
-123,576
|
-55%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.92M
|
+$228K
|
+4,404
|
+6%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$3.32M
|
+$110K
|
+2,123
|
+3%
|
|
|
9
|
Citadel Advisors
Miami,
Florida
|
$3.27M
|
-$1.44M
|
-27,820
|
-30%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$2.1M
|
-$6.1K
|
-118
|
-0.3%
|
|
|
11
|
Robertson Stephens Wealth Management
San Francisco,
California
|
$1.75M
|
+$1.78M
|
+34,380
|
New
|
|
|
12
|
|
$1.7M
|
+$78.5K
|
+1,517
|
+5%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.31M
|
-$96.4K
|
-1,863
|
-7%
|
|
|
14
|
Columbus Macro
New Castle,
Pennsylvania
|
$1.2M
|
+$850K
|
+16,443
|
+232%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$893K
|
+$16.8K
|
+324
|
+2%
|
|
|
16
|
Stratos Wealth Partners
Beachwood,
Ohio
|
$711K
|
+$39.1K
|
+756
|
+6%
|
|
|
17
|
Firethorn Wealth Partners
Augusta,
Georgia
|
$675K
|
+$685K
|
+13,242
|
New
|
|
|
18
|
J.W. Cole Advisors
Tampa,
Florida
|
$616K
|
-$65.9K
|
-1,274
|
-10%
|
|
|
19
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$518K
|
-$8.64K
|
-167
|
-2%
|
|
|
20
|
Davidson Investment Advisors
Great Falls,
Montana
|
$493K
|
-$3.36K
|
-65
|
-0.7%
|
|
|
21
|
Private Advisor Group
Morristown,
New Jersey
|
$377K
|
–
|
–
|
–
|
|
|
22
|
RFG Advisory
Birmingham,
Alabama
|
$376K
|
-$82.5K
|
-1,596
|
-18%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$365K
|
+$4.6K
|
+89
|
+1%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$318K
|
–
|
–
|
–
|
|
|
25
|
Old Mission Capital
Chicago,
Illinois
|
$310K
|
+$314K
|
+6,074
|
New
|
|
