|
1
|
Destination Wealth Management
Walnut Creek,
California
|
$85.8M
|
+$3.46M
|
+37,231
|
+4%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$33.8M
|
-$2.61M
|
-28,034
|
-7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$27M
|
+$961K
|
+10,336
|
+4%
|
|
|
4
|
|
$20.5M
|
+$11.4M
|
+122,249
|
+123%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
-$20.8M
|
-223,332
|
-54%
|
|
|
6
|
Capital Investment Advisory Services
Raleigh,
North Carolina
|
$10.6M
|
+$450K
|
+4,837
|
+4%
|
|
|
7
|
Twelve Points Wealth Management
Concord,
Massachusetts
|
$10.5M
|
+$5.37M
|
+57,744
|
+104%
|
|
|
8
|
Harbour Wealth Management Group
Daniel Island,
South Carolina
|
$9.64M
|
+$786K
|
+8,456
|
+9%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$6.32M
|
-$748K
|
-8,047
|
-11%
|
|
|
10
|
MML Investors Services
Springfield,
Massachusetts
|
$5.79M
|
-$9.78M
|
-105,153
|
-63%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.53M
|
+$5.56M
|
+59,857
|
New
|
|
|
12
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$5.2M
|
-$100K
|
-1,081
|
-2%
|
|
|
13
|
Founders Financial Alliance
Raleigh,
North Carolina
|
$4.9M
|
+$4.45M
|
+47,883
|
+915%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$4.75M
|
-$8.03M
|
-86,395
|
-63%
|
|
|
15
|
Rockefeller Capital Management
New York
|
$3.93M
|
-$111K
|
-1,198
|
-3%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$3.87M
|
+$72.5K
|
+780
|
+2%
|
|
|
17
|
Savvy Advisors Inc
New York
|
$3.22M
|
+$315K
|
+3,387
|
+11%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$2.58M
|
-$5.86K
|
-63
|
-0.2%
|
|
|
19
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$2.49M
|
+$245K
|
+2,631
|
+11%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.48M
|
-$97.8K
|
-1,052
|
-4%
|
|
|
21
|
|
$2.22M
|
+$143K
|
+1,542
|
+7%
|
|
|
22
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$2.02M
|
+$159K
|
+1,712
|
+8%
|
|
|
23
|
Red Wave Investments
Dillsburg,
Pennsylvania
|
$2M
|
-$61.1K
|
-657
|
-3%
|
|
|
24
|
Citadel Advisors
Miami,
Florida
|
$1.96M
|
+$963K
|
+10,355
|
+95%
|
|
|
25
|
|
$1.93M
|
+$139K
|
+1,500
|
+8%
|
|
