|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$63.9M
|
-$3.36M
|
-36,706
|
-5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$20.4M
|
-$625K
|
-6,836
|
-3%
|
|
|
3
|
Leo Brokerage
Hurst,
Texas
|
$17.4M
|
+$447K
|
+4,892
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$13.8M
|
-$1.02M
|
-11,123
|
-7%
|
|
|
5
|
Synergy Asset Management
Vancouver,
Washington
|
$8.72M
|
+$8.58M
|
+93,834
|
New
|
|
|
6
|
|
$8.66M
|
-$2.95M
|
-32,311
|
-26%
|
|
|
7
|
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
$7.33M
|
+$14.1K
|
+154
|
+0.2%
|
|
|
8
|
Atria Investments
Charlotte,
North Carolina
|
$4.78M
|
-$105K
|
-1,150
|
-2%
|
|
|
9
|
Scotia Capital
Toronto,
Ontario, Canada
|
$4.74M
|
+$155K
|
+1,691
|
+3%
|
|
|
10
|
KFG Wealth Management
Granger,
Indiana
|
$4.73M
|
+$86.9K
|
+951
|
+2%
|
|
|
11
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$4.6M
|
-$128K
|
-1,400
|
-3%
|
|
|
12
|
Citadel Advisors
Miami,
Florida
|
$4.22M
|
+$583K
|
+6,382
|
+16%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4M
|
-$697K
|
-7,624
|
-15%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$3.19M
|
-$2.32M
|
-25,361
|
-42%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
$2.91M
|
-$103K
|
-1,131
|
-3%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.86M
|
-$587K
|
-6,420
|
-17%
|
|
|
17
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.53M
|
+$134K
|
+1,468
|
+6%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$2.31M
|
-$577K
|
-6,313
|
-20%
|
|
|
19
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$2.08M
|
-$23.8K
|
-260
|
-1%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.02M
|
-$1.09M
|
-11,882
|
-35%
|
|
|
21
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.62M
|
-$78.3K
|
-856
|
-5%
|
|
|
22
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$1.42M
|
+$264K
|
+2,885
|
+23%
|
|
|
23
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.31M
|
+$33.6K
|
+368
|
+3%
|
|
|
24
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.3M
|
-$19.1M
|
-209,172
|
-94%
|
|
|
25
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.27M
|
+$166K
|
+1,815
|
+15%
|
|
