|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$76.1M
|
+$695K
|
+7,599
|
+0.9%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$36.5M
|
+$16.6M
|
+181,329
|
+85%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$29.8M
|
-$3.79M
|
-41,412
|
-11%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$26.7M
|
+$1.46M
|
+15,954
|
+6%
|
|
|
5
|
Leo Wealth LLC
Hurst,
Texas
|
$22.3M
|
+$13.1M
|
+143,244
|
+147%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$14.1M
|
+$1.53M
|
+16,748
|
+12%
|
|
|
7
|
Scotia Capital
Toronto,
Ontario, Canada
|
$11.6M
|
+$941K
|
+10,294
|
+9%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$11.4M
|
+$1.24M
|
+13,527
|
+12%
|
|
|
9
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$9.44M
|
+$32.3K
|
+353
|
+0.3%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$7.3M
|
-$13.7M
|
-149,439
|
-65%
|
|
|
11
|
|
$7.21M
|
-$434K
|
-4,751
|
-6%
|
|
|
12
|
Beacon Financial Group
Dallas,
Texas
|
$6.43M
|
-$285K
|
-3,113
|
-4%
|
|
|
13
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.19M
|
+$1.83M
|
+20,009
|
+43%
|
|
|
14
|
|
$5.07M
|
+$4.41M
|
+48,227
|
+724%
|
|
|
15
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.02M
|
-$760K
|
-8,315
|
-13%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$4.96M
|
+$30.7K
|
+336
|
+0.6%
|
|
|
17
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.32M
|
+$4.27M
|
+46,759
|
New
|
|
|
18
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$4.02M
|
+$3.98M
|
+43,505
|
New
|
|
|
19
|
Advisornet Financial
Minnetonka,
Minnesota
|
$3.34M
|
+$901K
|
+9,860
|
+37%
|
|
|
20
|
Raymond James Financial
St Petersburg,
Florida
|
$3.32M
|
+$411K
|
+4,493
|
+14%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$3.13M
|
+$2.3M
|
+25,186
|
+289%
|
|
|
22
|
Bank of New York Mellon
New York
|
$3.12M
|
+$1.01M
|
+11,046
|
+49%
|
|
|
23
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$2.95M
|
-$634K
|
-6,934
|
-18%
|
|
|
24
|
Columbia Advisory Partners
Spokane,
Washington
|
$2.95M
|
-$512K
|
-5,605
|
-15%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$2.7M
|
+$837K
|
+9,154
|
+46%
|
|
