|
1
|
|
$88M
|
-$7.21M
|
-255,336
|
-7%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$60.5M
|
+$615K
|
+21,791
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$40.4M
|
-$13.6M
|
-483,173
|
-25%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$38M
|
-$1.47M
|
-52,160
|
-4%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$30.3M
|
+$3.8M
|
+134,785
|
+14%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$24M
|
-$78.4K
|
-2,779
|
-0.3%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$22.4M
|
+$665K
|
+23,559
|
+3%
|
|
|
8
|
Palladium Partners
Norfolk,
Virginia
|
$22.3M
|
+$228K
|
+8,064
|
+1%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$21.6M
|
-$677K
|
-23,992
|
-3%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$20M
|
+$267K
|
+9,467
|
+1%
|
|
|
11
|
Parsec Financial Management
Asheville,
North Carolina
|
$18.1M
|
+$842K
|
+29,830
|
+5%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$17.3M
|
+$1.59M
|
+56,490
|
+10%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.2M
|
-$88.8K
|
-3,145
|
-0.6%
|
|
|
14
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$13.4M
|
-$955K
|
-33,844
|
-6%
|
|
|
15
|
M&T Bank
Buffalo,
New York
|
$12.9M
|
+$1.27M
|
+45,138
|
+11%
|
|
|
16
|
Opus Capital Group
Cincinnati,
Ohio
|
$10.4M
|
-$39.5K
|
-1,398
|
-0.4%
|
|
|
17
|
Ameriprise
Minneapolis,
Minnesota
|
$10M
|
+$529K
|
+18,747
|
+5%
|
|
|
18
|
Cranberry Lake Advisors
Houston,
Texas
|
$9.35M
|
–
|
–
|
–
|
|
|
19
|
Curi RMB Capital
Chicago,
Illinois
|
$9.14M
|
+$3.03M
|
+107,205
|
+47%
|
|
|
20
|
Starfire Investment Advisers
Southfield,
Michigan
|
$8.95M
|
+$9.22M
|
+326,609
|
New
|
|
|
21
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$8.58M
|
+$290K
|
+10,291
|
+3%
|
|
|
22
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.38M
|
+$1.22M
|
+43,319
|
+17%
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$7.49M
|
–
|
–
|
–
|
|
|
24
|
SVA Wealth Management
Madison,
Wisconsin
|
$7.28M
|
-$4.64M
|
-164,295
|
-65%
|
|
|
25
|
Cobiz Wealth
Denver,
Colorado
|
$6.5M
|
+$340K
|
+12,056
|
+5%
|
|
