|
1
|
|
$115M
|
+$2.5M
|
+64,777
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$99.4M
|
-$546K
|
-14,179
|
-0.6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$56.9M
|
-$1.06M
|
-27,594
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$54.7M
|
-$1.67M
|
-43,326
|
-3%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$54.5M
|
-$295K
|
-7,654
|
-0.6%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$42.5M
|
+$517K
|
+13,412
|
+1%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$35.4M
|
+$785K
|
+20,381
|
+2%
|
|
|
8
|
Jones Financial Companies
Des Peres,
Missouri
|
$34.9M
|
+$3.57M
|
+92,552
|
+12%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$33.5M
|
+$432K
|
+11,213
|
+1%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$30.4M
|
+$29.2K
|
+758
|
+0.1%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$30.2M
|
+$910K
|
+23,619
|
+3%
|
|
|
12
|
Huntington National Bank
Columbus,
Ohio
|
$29M
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.9M
|
+$194K
|
+5,026
|
+0.7%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$17.1M
|
+$71.5K
|
+1,856
|
+0.4%
|
|
|
15
|
Valmark Advisers
Akron,
Ohio
|
$13.6M
|
-$540K
|
-14,008
|
-4%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$13.3M
|
+$272K
|
+7,049
|
+2%
|
|
|
17
|
Destination Wealth Management
Walnut Creek,
California
|
$13.2M
|
-$202K
|
-5,229
|
-2%
|
|
|
18
|
Allen Investment Management
New York
|
$11.9M
|
–
|
–
|
–
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$11.7M
|
+$2.65M
|
+68,741
|
+32%
|
|
|
20
|
Bank of New York Mellon
New York
|
$11.4M
|
+$1.16M
|
+30,029
|
+12%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$10.9M
|
-$207K
|
-5,359
|
-2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.2M
|
+$407K
|
+10,559
|
+4%
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$9.56M
|
-$206K
|
-5,340
|
-2%
|
|
|
24
|
Curi RMB Capital
Chicago,
Illinois
|
$9.12M
|
+$75.4K
|
+1,956
|
+0.9%
|
|
|
25
|
BIP Wealth
Atlanta,
Georgia
|
$8.63M
|
-$58K
|
-1,504
|
-0.7%
|
|
