|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$66.3M
|
+$3.89M
|
+42,407
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$20.7M
|
-$3.2M
|
-34,829
|
-13%
|
|
|
3
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$20.4M
|
+$1.43M
|
+15,569
|
+8%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$18.5M
|
+$12.1M
|
+131,515
|
+188%
|
|
|
5
|
Leo Brokerage
Hurst,
Texas
|
$16.7M
|
+$16.7M
|
+182,465
|
New
|
|
|
6
|
LPL Financial
San Diego,
California
|
$14.6M
|
-$2.89M
|
-31,449
|
-16%
|
|
|
7
|
HMS Capital Management
Nashville,
Tennessee
|
$12.5M
|
-$140K
|
-1,527
|
-1%
|
|
|
8
|
|
$11.5M
|
+$4.11M
|
+44,819
|
+56%
|
|
|
9
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$7.21M
|
+$7.22M
|
+78,685
|
New
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$5.47M
|
-$802K
|
-8,744
|
-13%
|
|
|
11
|
Focus Financial Network
Minneapolis,
Minnesota
|
$5.05M
|
+$5.06M
|
+55,153
|
New
|
|
|
12
|
Atria Investments
Charlotte,
North Carolina
|
$4.82M
|
-$2.72M
|
-29,694
|
-36%
|
|
|
13
|
Condor Capital Management
Martinsville,
New Jersey
|
$4.74M
|
+$163K
|
+1,777
|
+4%
|
|
|
14
|
Southern Capital Advisors
Jackson,
Tennessee
|
$4.73M
|
+$185K
|
+2,021
|
+4%
|
|
|
15
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$4.66M
|
-$96.6K
|
-1,053
|
-2%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.64M
|
-$1.08M
|
-11,729
|
-19%
|
|
|
17
|
KFG Wealth Management
Granger,
Indiana
|
$4.57M
|
+$157K
|
+1,715
|
+4%
|
|
|
18
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.52M
|
-$176K
|
-1,919
|
-4%
|
|
|
19
|
Citadel Advisors
Miami,
Florida
|
$3.58M
|
+$670K
|
+7,306
|
+23%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.4M
|
+$1.16M
|
+12,608
|
+51%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.08M
|
-$8.03M
|
-87,559
|
-72%
|
|
|
22
|
Trilogy Capital
Irvine,
California
|
$2.97M
|
-$216K
|
-2,352
|
-7%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$2.86M
|
-$3.54M
|
-38,577
|
-55%
|
|
|
24
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.36M
|
-$33.5K
|
-365
|
-1%
|
|
|
25
|
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
$2.16M
|
+$2.38K
|
+26
|
+0.1%
|
|
