|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$69.8M
|
+$852K
|
+9,105
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$30.2M
|
+$2.17M
|
+23,231
|
+8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$20.2M
|
+$3.04M
|
+32,487
|
+18%
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$19.4M
|
+$273K
|
+2,920
|
+1%
|
|
|
5
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$13.1M
|
+$7.78M
|
+83,086
|
+144%
|
|
|
6
|
Scotia Capital
Toronto,
Ontario, Canada
|
$10.7M
|
-$6.74K
|
-72
|
-0.1%
|
|
|
7
|
Beacon Financial Group
Dallas,
Texas
|
$10.7M
|
-$716K
|
-7,647
|
-6%
|
|
|
8
|
|
$7.64M
|
+$4.19M
|
+44,714
|
+119%
|
|
|
9
|
KFG Wealth Management
Granger,
Indiana
|
$5.37M
|
+$333K
|
+3,561
|
+7%
|
|
|
10
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.56M
|
+$30K
|
+321
|
+0.7%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.94M
|
+$913K
|
+9,750
|
+30%
|
|
|
12
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$3.93M
|
+$3.96M
|
+42,333
|
New
|
|
|
13
|
AssetMark Inc
Concord,
California
|
$3.5M
|
+$28.4K
|
+303
|
+0.8%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.3M
|
+$1.59M
|
+16,962
|
+92%
|
|
|
15
|
Ameritas Advisory Services
Lincoln,
Nebraska
|
$3.15M
|
+$3.17M
|
+33,862
|
New
|
|
|
16
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3M
|
-$737K
|
-7,873
|
-20%
|
|
|
17
|
Citadel Advisors
Miami,
Florida
|
$2.74M
|
-$1.14M
|
-12,206
|
-29%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.62M
|
+$1.48M
|
+15,819
|
+128%
|
|
|
19
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$2.58M
|
-$25.1K
|
-268
|
-1%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$2.48M
|
-$58.6K
|
-626
|
-2%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.27M
|
-$53K
|
-566
|
-2%
|
|
|
22
|
Freedom Investment Management
Hartford,
Connecticut
|
$2.03M
|
+$10K
|
+107
|
+0.5%
|
|
|
23
|
Trilogy Capital
Irvine,
California
|
$1.68M
|
-$479K
|
-5,118
|
-22%
|
|
|
24
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$1.58M
|
+$229K
|
+2,446
|
+17%
|
|
|
25
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$1.45M
|
–
|
–
|
–
|
|
