|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$69.8M
|
+$3.39M
|
+36,186
|
+5%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$28.4M
|
-$144K
|
-1,535
|
-0.5%
|
|
|
3
|
Leo Wealth LLC
Hurst,
Texas
|
$19.3M
|
+$1.06M
|
+11,330
|
+6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$17.4M
|
+$3.18M
|
+34,008
|
+23%
|
|
|
5
|
Beacon Financial Group
Dallas,
Texas
|
$11.5M
|
-$81.9K
|
-875
|
-0.7%
|
|
|
6
|
Scotia Capital
Toronto,
Ontario, Canada
|
$10.8M
|
+$5.59M
|
+59,789
|
+108%
|
|
|
7
|
|
$6.9M
|
-$1.99M
|
-21,253
|
-22%
|
|
|
8
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$5.41M
|
+$2.77M
|
+29,651
|
+106%
|
|
|
9
|
KFG Wealth Management
Granger,
Indiana
|
$5.1M
|
-$90.2K
|
-964
|
-2%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.53M
|
+$262K
|
+2,803
|
+6%
|
|
|
11
|
Citadel Advisors
Miami,
Florida
|
$3.92M
|
+$2.78M
|
+29,735
|
+249%
|
|
|
12
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.78M
|
+$3.36M
|
+35,905
|
+840%
|
|
|
13
|
|
$3.53M
|
+$2.72M
|
+29,102
|
+346%
|
|
|
14
|
AssetMark Inc
Concord,
California
|
$3.51M
|
+$3.49M
|
+37,311
|
+143,504%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.07M
|
+$2.23M
|
+23,823
|
+269%
|
|
|
16
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$2.64M
|
-$385K
|
-4,116
|
-13%
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$2.57M
|
+$286K
|
+3,054
|
+13%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.35M
|
-$389K
|
-4,161
|
-14%
|
|
|
19
|
Trilogy Capital
Irvine,
California
|
$2.18M
|
-$514K
|
-5,489
|
-19%
|
|
|
20
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.05M
|
-$88.9K
|
-950
|
-4%
|
|
|
21
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.74M
|
+$521K
|
+5,574
|
+43%
|
|
|
22
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.47M
|
–
|
–
|
–
|
|
|
23
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.37M
|
+$144K
|
+1,540
|
+12%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$1.33M
|
+$1.32M
|
+14,131
|
New
|
|
|
25
|
Mercer Global Advisors
Denver,
Colorado
|
$1.32M
|
-$252K
|
-2,692
|
-16%
|
|
