|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$83.3M
|
+$3.25M
|
+34,888
|
+4%
|
|
|
2
|
Envestnet Asset Management
Chicago,
Illinois
|
$38.4M
|
-$1.85M
|
-19,834
|
-5%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$36.8M
|
+$4.2M
|
+45,039
|
+13%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$26.4M
|
-$133K
|
-1,429
|
-0.5%
|
|
|
5
|
Leo Wealth LLC
Hurst,
Texas
|
$24.5M
|
+$14M
|
+149,654
|
+133%
|
|
|
6
|
MML Investors Services
Springfield,
Massachusetts
|
$15.7M
|
+$1.48M
|
+15,878
|
+10%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$12.9M
|
+$762K
|
+8,178
|
+6%
|
|
|
8
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$10.2M
|
+$193K
|
+2,071
|
+2%
|
|
|
9
|
|
$9.29M
|
+$1.82M
|
+19,512
|
+24%
|
|
|
10
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$8.96M
|
+$8.95M
|
+95,991
|
New
|
|
|
11
|
Raymond James Financial
St Petersburg,
Florida
|
$7.14M
|
+$288K
|
+3,089
|
+4%
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.35M
|
+$190K
|
+2,036
|
+4%
|
|
|
13
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$5.19M
|
+$3.93M
|
+42,133
|
+316%
|
|
|
14
|
OneDigital Investment Advisors
Overland Park,
Kansas
|
$4.79M
|
-$83.4K
|
-895
|
-2%
|
|
|
15
|
Beacon Financial Group
Dallas,
Texas
|
$4.72M
|
-$242K
|
-2,595
|
-5%
|
|
|
16
|
Bank of New York Mellon
New York
|
$4.34M
|
+$718K
|
+7,705
|
+20%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$4.09M
|
+$684K
|
+7,341
|
+20%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.84M
|
-$1.01M
|
-10,861
|
-21%
|
|
|
19
|
Prime Capital Investment Advisors
Overland Park,
Kansas
|
$3.76M
|
+$611K
|
+6,550
|
+19%
|
|
|
20
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.22M
|
+$437K
|
+4,689
|
+16%
|
|
|
21
|
Savvy Advisors Inc
New York
|
$2.94M
|
+$2.93M
|
+31,455
|
New
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$2.89M
|
+$403K
|
+4,323
|
+16%
|
|
|
23
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.61M
|
+$255K
|
+2,730
|
+11%
|
|
|
24
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.6M
|
+$143K
|
+1,530
|
+6%
|
|
|
25
|
United Capital Financial Advisors
Irving,
Texas
|
$2.38M
|
+$17.6K
|
+189
|
+0.7%
|
|
