|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$90.1M
|
+$3.56M
|
+38,286
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$37M
|
+$2.87M
|
+30,849
|
+8%
|
|
|
3
|
|
$32.4M
|
+$11.8M
|
+126,589
|
+57%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$30.9M
|
+$3.58M
|
+38,463
|
+13%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$14.3M
|
+$7.9M
|
+84,932
|
+124%
|
|
|
6
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$11.5M
|
+$953K
|
+10,248
|
+9%
|
|
|
7
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$10.8M
|
+$114K
|
+1,230
|
+1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.6M
|
-$6.97M
|
-74,943
|
-40%
|
|
|
9
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$9.88M
|
+$155K
|
+1,662
|
+2%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$7.07M
|
+$1.23M
|
+13,267
|
+21%
|
|
|
11
|
Rockefeller Capital Management
New York
|
$4.2M
|
+$238K
|
+2,560
|
+6%
|
|
|
12
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$4.07M
|
-$880K
|
-9,465
|
-18%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.04M
|
+$129K
|
+1,387
|
+3%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.9M
|
-$885K
|
-9,518
|
-19%
|
|
|
15
|
Savvy Advisors Inc
New York
|
$3.61M
|
+$368K
|
+3,956
|
+11%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.15M
|
-$2.09M
|
-22,472
|
-40%
|
|
|
17
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.81M
|
+$2.81M
|
+30,185
|
New
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.51M
|
-$88.7K
|
-954
|
-3%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.41M
|
-$107K
|
-1,153
|
-4%
|
|
|
20
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.31M
|
+$271K
|
+2,915
|
+13%
|
|
|
21
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$1.96M
|
-$61K
|
-656
|
-3%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.78M
|
+$5.58K
|
+60
|
+0.3%
|
|
|
23
|
Columbia Advisory Partners
Spokane,
Washington
|
$1.75M
|
-$1.49K
|
-16
|
-0.1%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.69M
|
-$291K
|
-3,133
|
-15%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$1.67M
|
+$216K
|
+2,324
|
+15%
|
|
