|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$64.9M
|
+$1.29M
|
+13,885
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$28.1M
|
+$7.83M
|
+84,293
|
+38%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$13.5M
|
-$262K
|
-2,817
|
-2%
|
|
|
4
|
|
$6.62M
|
-$2.01M
|
-21,639
|
-23%
|
|
|
5
|
Scotia Capital
Toronto,
Ontario, Canada
|
$5.05M
|
+$328K
|
+3,537
|
+7%
|
|
|
6
|
KFG Wealth Management
Granger,
Indiana
|
$4.67M
|
-$44.8K
|
-483
|
-0.9%
|
|
|
7
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$4.06M
|
-$522K
|
-5,623
|
-11%
|
|
|
8
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$3.9M
|
-$123K
|
-1,320
|
-3%
|
|
|
9
|
Trilogy Capital
Irvine,
California
|
$2.91M
|
+$18.7K
|
+201
|
+0.6%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$2.91M
|
-$271K
|
-2,916
|
-8%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.57M
|
-$273K
|
-2,941
|
-10%
|
|
|
12
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.47M
|
-$45.6K
|
-491
|
-2%
|
|
|
13
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.43M
|
+$1.01M
|
+10,923
|
+71%
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$2.06M
|
-$240K
|
-2,589
|
-10%
|
|
|
15
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$2.05M
|
-$18.6K
|
-200
|
-0.9%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$2.03M
|
-$2.18M
|
-23,449
|
-52%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.98M
|
+$964K
|
+10,379
|
+94%
|
|
|
18
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.47M
|
-$142K
|
-1,529
|
-9%
|
|
|
19
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.28M
|
-$14.2K
|
-153
|
-1%
|
|
|
20
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.25M
|
-$25.4K
|
-274
|
-2%
|
|
|
21
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$1.17M
|
–
|
–
|
–
|
|
|
22
|
TrinityPoint Wealth
Milford,
Connecticut
|
$1.09M
|
-$216K
|
-2,326
|
-16%
|
|
|
23
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$1.08M
|
-$935K
|
-10,073
|
-46%
|
|
|
24
|
Rockefeller Capital Management
New York
|
$1M
|
-$26.4K
|
-284
|
-3%
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$974K
|
+$528K
|
+5,691
|
+118%
|
|
