|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$61.7M
|
-$7.65M
|
-84,767
|
-11%
|
|
|
2
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$52.2M
|
+$1.93M
|
+21,428
|
+4%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$23.8M
|
-$50.2M
|
-556,385
|
-68%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$23.6M
|
-$18.6M
|
-206,288
|
-44%
|
|
|
5
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$18.8M
|
-$260K
|
-2,877
|
-1%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$17.3M
|
-$2.94M
|
-32,576
|
-15%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.6M
|
-$23.1M
|
-255,485
|
-60%
|
|
|
8
|
Astor Investment Management
Chicago,
Illinois
|
$13.4M
|
-$31.1M
|
-344,168
|
-70%
|
|
|
9
|
HMS Capital Management
Nashville,
Tennessee
|
$12.5M
|
-$671K
|
-7,432
|
-5%
|
|
|
10
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$11M
|
+$1.13M
|
+12,506
|
+12%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$9.73M
|
-$19.8M
|
-219,188
|
-67%
|
|
|
12
|
F3Logic
Burnsville,
Minnesota
|
$7.5M
|
-$21.1M
|
-233,959
|
-74%
|
|
|
13
|
Gallagher Benefit Services
Rolling Meadows,
Illinois
|
$7.5M
|
+$7.49M
|
+82,932
|
New
|
|
|
14
|
Atria Investments
Charlotte,
North Carolina
|
$7.44M
|
-$9.94M
|
-110,118
|
-57%
|
|
|
15
|
|
$7.3M
|
+$2.35M
|
+26,081
|
+48%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$6.34M
|
-$1.41M
|
-15,596
|
-18%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$6.31M
|
-$5.61M
|
-62,096
|
-47%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$6.19M
|
-$454K
|
-5,023
|
-7%
|
|
|
19
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.68M
|
+$2.03M
|
+22,475
|
+56%
|
|
|
20
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$4.7M
|
+$113K
|
+1,250
|
+2%
|
|
|
21
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.64M
|
+$136K
|
+1,501
|
+3%
|
|
|
22
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.52M
|
-$20.6K
|
-228
|
-0.5%
|
|
|
23
|
Southern Capital Advisors
Jackson,
Tennessee
|
$4.49M
|
-$192K
|
-2,121
|
-4%
|
|
|
24
|
KFG Wealth Management
Granger,
Indiana
|
$4.36M
|
+$4.35M
|
+48,223
|
New
|
|
|
25
|
Centennial Wealth Advisory
Traverse City,
Michigan
|
$4.16M
|
-$8.11M
|
-89,831
|
-66%
|
|
