|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$80.2M
|
+$3.16M
|
+34,064
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$40.4M
|
+$3.34M
|
+35,992
|
+9%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$32.6M
|
+$5.61M
|
+60,375
|
+21%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$26.6M
|
-$3.53M
|
-38,032
|
-12%
|
|
|
5
|
MML Investors Services
Springfield,
Massachusetts
|
$14.2M
|
-$74K
|
-797
|
-0.5%
|
|
|
6
|
Scotia Capital
Toronto,
Ontario, Canada
|
$12.4M
|
+$658K
|
+7,081
|
+6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$12.1M
|
+$603K
|
+6,490
|
+5%
|
|
|
8
|
Leo Wealth LLC
Hurst,
Texas
|
$10.5M
|
-$11.9M
|
-127,989
|
-53%
|
|
|
9
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$10.1M
|
+$493K
|
+5,313
|
+5%
|
|
|
10
|
|
$7.48M
|
+$182K
|
+1,955
|
+3%
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$6.86M
|
+$3.48M
|
+37,448
|
+104%
|
|
|
12
|
Foundations Investment Advisors
Phoenix,
Arizona
|
$5.34M
|
+$249K
|
+2,679
|
+5%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.17M
|
+$148K
|
+1,597
|
+3%
|
|
|
14
|
Beacon Financial Group
Dallas,
Texas
|
$4.97M
|
-$1.53M
|
-16,427
|
-24%
|
|
|
15
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.88M
|
+$501K
|
+5,396
|
+12%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$4.84M
|
-$1.39M
|
-14,933
|
-22%
|
|
|
17
|
Advisornet Financial
Minnetonka,
Minnesota
|
$4.65M
|
+$1.26M
|
+13,560
|
+37%
|
|
|
18
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.15M
|
+$969K
|
+10,432
|
+31%
|
|
|
19
|
Bank of New York Mellon
New York
|
$3.63M
|
+$474K
|
+5,100
|
+15%
|
|
|
20
|
AssetMark Inc
Concord,
California
|
$3.41M
|
-$3.95M
|
-42,580
|
-54%
|
|
|
21
|
Rockefeller Capital Management
New York
|
$3.41M
|
+$667K
|
+7,186
|
+25%
|
|
|
22
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.15M
|
+$167K
|
+1,798
|
+6%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$2.78M
|
+$836K
|
+8,999
|
+43%
|
|
|
24
|
Columbia Advisory Partners
Spokane,
Washington
|
$2.66M
|
-$319K
|
-3,434
|
-11%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.64M
|
+$184K
|
+1,984
|
+8%
|
|
