|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$65.7M
|
+$454K
|
+4,894
|
+0.7%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$28.3M
|
+$22.4K
|
+242
|
+0.1%
|
|
|
3
|
Leo Wealth LLC
Hurst,
Texas
|
$18M
|
+$17.9M
|
+193,518
|
New
|
|
|
4
|
LPL Financial
San Diego,
California
|
$14M
|
+$493K
|
+5,315
|
+4%
|
|
|
5
|
Beacon Financial Group
Dallas,
Texas
|
$11.5M
|
+$11.4M
|
+123,373
|
New
|
|
|
6
|
|
$8.81M
|
+$2.14M
|
+23,064
|
+32%
|
|
|
7
|
Scotia Capital
Toronto,
Ontario, Canada
|
$5.17M
|
+$93.7K
|
+1,011
|
+2%
|
|
|
8
|
KFG Wealth Management
Granger,
Indiana
|
$5.13M
|
+$439K
|
+4,738
|
+9%
|
|
|
9
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.26M
|
+$334K
|
+3,608
|
+9%
|
|
|
10
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$2.99M
|
-$1.09M
|
-11,708
|
-27%
|
|
|
11
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.71M
|
+$121K
|
+1,310
|
+5%
|
|
|
12
|
Trilogy Capital
Irvine,
California
|
$2.67M
|
-$264K
|
-2,849
|
-9%
|
|
|
13
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$2.6M
|
+$153K
|
+1,651
|
+6%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$2.38M
|
+$1.29M
|
+13,870
|
+119%
|
|
|
15
|
UBS Group
Zurich,
Switzerland
|
$2.25M
|
-$668K
|
-7,208
|
-23%
|
|
|
16
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.11M
|
-$371K
|
-4,000
|
-15%
|
|
|
17
|
Covington Investment Advisors
Ligonier,
Pennsylvania
|
$1.8M
|
-$254K
|
-2,745
|
-12%
|
|
|
18
|
Mercer Global Advisors
Denver,
Colorado
|
$1.56M
|
-$516K
|
-5,568
|
-25%
|
|
|
19
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.45M
|
+$1.45M
|
+15,629
|
New
|
|
|
20
|
Rockefeller Capital Management
New York
|
$1.25M
|
+$241K
|
+2,602
|
+24%
|
|
|
21
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.21M
|
-$29.4K
|
-317
|
-2%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.21M
|
-$780K
|
-8,420
|
-39%
|
|
|
23
|
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
$1.19M
|
-$290K
|
-3,126
|
-20%
|
|
|
24
|
Aquire Wealth Advisors
South Jordan,
Utah
|
$1.17M
|
–
|
–
|
–
|
|
|
25
|
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
$1.15M
|
-$135K
|
-1,453
|
-11%
|
|
