|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$75.3M
|
+$2.5M
|
+26,836
|
+3%
|
|
|
2
|
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
$38.1M
|
+$35.5M
|
+381,744
|
+1,228%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$33.5M
|
+$5.08M
|
+54,550
|
+18%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$25.1M
|
+$2.31M
|
+24,791
|
+10%
|
|
|
5
|
Alpine Bank Wealth Management
Grand Junction,
Colorado
|
$23.2M
|
+$23.4M
|
+251,380
|
New
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$21.1M
|
+$4.47M
|
+47,981
|
+27%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.8M
|
+$11.5M
|
+123,741
|
+137%
|
|
|
8
|
MML Investors Services
Springfield,
Massachusetts
|
$12.5M
|
+$9.04M
|
+97,151
|
+250%
|
|
|
9
|
Scotia Capital
Toronto,
Ontario, Canada
|
$10.7M
|
+$15.5K
|
+166
|
+0.1%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$10.1M
|
+$4.32M
|
+46,414
|
+73%
|
|
|
11
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$9.39M
|
+$132K
|
+1,417
|
+1%
|
|
|
12
|
Leo Wealth LLC
Hurst,
Texas
|
$8.99M
|
-$11.9M
|
-128,228
|
-57%
|
|
|
13
|
|
$7.64M
|
+$1.25M
|
+13,380
|
+19%
|
|
|
14
|
Beacon Financial Group
Dallas,
Texas
|
$6.7M
|
-$1.21M
|
-13,004
|
-15%
|
|
|
15
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.78M
|
+$154K
|
+1,652
|
+3%
|
|
|
16
|
Citadel Advisors
Miami,
Florida
|
$5.52M
|
+$2.81M
|
+30,222
|
+102%
|
|
|
17
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.92M
|
+$114K
|
+1,221
|
+2%
|
|
|
18
|
GWN Securities
Palm Beach Gardens,
Florida
|
$4.35M
|
+$3.6M
|
+38,645
|
+439%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.33M
|
-$430K
|
-4,617
|
-9%
|
|
|
20
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.58M
|
+$308K
|
+3,305
|
+9%
|
|
|
21
|
Columbia Advisory Partners
Spokane,
Washington
|
$3.46M
|
+$937K
|
+10,066
|
+37%
|
|
|
22
|
Raymond James Financial
St Petersburg,
Florida
|
$2.9M
|
+$318K
|
+3,419
|
+12%
|
|
|
23
|
Heck Capital Advisors
Rhinelander,
Wisconsin
|
$2.56M
|
+$1.23M
|
+13,179
|
+91%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.43M
|
+$129K
|
+1,385
|
+6%
|
|
|
25
|
Advisornet Financial
Minnetonka,
Minnesota
|
$2.43M
|
+$2.45M
|
+26,303
|
New
|
|
