|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$72.5M
|
+$2.63M
|
+28,388
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$28.3M
|
-$1.97M
|
-21,280
|
-7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$21.9M
|
+$1.64M
|
+17,756
|
+8%
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$20.2M
|
+$876K
|
+9,472
|
+5%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$16.9M
|
+$13.3M
|
+144,126
|
+383%
|
|
|
6
|
Redhawk Wealth Advisors
Minneapolis,
Minnesota
|
$12.8M
|
+$12.7M
|
+137,555
|
New
|
|
|
7
|
Scotia Capital
Toronto,
Ontario, Canada
|
$10.8M
|
+$106K
|
+1,142
|
+1%
|
|
|
8
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$9.4M
|
-$3.67M
|
-39,646
|
-28%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.13M
|
+$6.46M
|
+69,884
|
+248%
|
|
|
10
|
Beacon Financial Group
Dallas,
Texas
|
$9.11M
|
-$1.57M
|
-16,966
|
-15%
|
|
|
11
|
|
$8.03M
|
+$374K
|
+4,042
|
+5%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$5.41M
|
+$2.91M
|
+31,479
|
+118%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.82M
|
+$308K
|
+3,332
|
+7%
|
|
|
14
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$4.51M
|
+$569K
|
+6,154
|
+15%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.22M
|
+$271K
|
+2,925
|
+7%
|
|
|
16
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.35M
|
+$338K
|
+3,656
|
+11%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$2.53M
|
+$1.18M
|
+12,751
|
+88%
|
|
|
18
|
|
$2.44M
|
+$2.43M
|
+26,250
|
New
|
|
|
19
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$2.41M
|
-$174K
|
-1,877
|
-7%
|
|
|
20
|
GFG Capital
Miami,
Florida
|
$2.41M
|
+$2.4M
|
+25,942
|
New
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.26M
|
-$10.3K
|
-111
|
-0.5%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.22M
|
-$1.07M
|
-11,591
|
-33%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.03M
|
+$1.44M
|
+15,595
|
+250%
|
|
|
24
|
Columbia Advisory Partners
Spokane,
Washington
|
$2.03M
|
+$646K
|
+6,985
|
+47%
|
|
|
25
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.91M
|
-$125K
|
-1,352
|
-6%
|
|
