|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$73.2M
|
+$875K
|
+9,395
|
+1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$28.6M
|
+$442K
|
+4,742
|
+2%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$23M
|
+$1.18M
|
+12,632
|
+5%
|
|
|
4
|
Leo Wealth LLC
Hurst,
Texas
|
$20.9M
|
+$788K
|
+8,454
|
+4%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$16.7M
|
-$120K
|
-1,293
|
-0.7%
|
|
|
6
|
Scotia Capital
Toronto,
Ontario, Canada
|
$10.7M
|
-$84.4K
|
-906
|
-0.8%
|
|
|
7
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$9.31M
|
-$58.4K
|
-627
|
-0.6%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.39M
|
-$710K
|
-7,625
|
-8%
|
|
|
9
|
Beacon Financial Group
Dallas,
Texas
|
$7.94M
|
-$1.14M
|
-12,224
|
-12%
|
|
|
10
|
|
$6.43M
|
-$1.57M
|
-16,897
|
-20%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.86M
|
+$474K
|
+5,086
|
+9%
|
|
|
12
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.66M
|
+$1.17M
|
+12,554
|
+26%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.84M
|
+$34.8K
|
+374
|
+0.7%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.78M
|
+$580K
|
+6,229
|
+14%
|
|
|
15
|
MML Investors Services
Springfield,
Massachusetts
|
$3.6M
|
+$1.09M
|
+11,659
|
+43%
|
|
|
16
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.3M
|
-$38.9K
|
-418
|
-1%
|
|
|
17
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$2.88M
|
+$2.9M
|
+31,094
|
New
|
|
|
18
|
Citadel Advisors
Miami,
Florida
|
$2.75M
|
+$1.01M
|
+10,893
|
+58%
|
|
|
19
|
Raymond James Financial
St Petersburg,
Florida
|
$2.6M
|
+$2.61M
|
+28,000
|
New
|
|
|
20
|
Columbia Advisory Partners
Spokane,
Washington
|
$2.55M
|
+$527K
|
+5,661
|
+26%
|
|
|
21
|
GFG Capital
Miami,
Florida
|
$2.41M
|
–
|
–
|
–
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.32M
|
+$66.3K
|
+712
|
+3%
|
|
|
23
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$2.25M
|
-$151K
|
-1,618
|
-6%
|
|
|
24
|
|
$2.07M
|
-$366K
|
-3,923
|
-15%
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.04M
|
-$181K
|
-1,945
|
-8%
|
|
