|
1
|
|
$81.5M
|
+$3.21M
|
+120,428
|
+4%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$63.7M
|
+$1.03M
|
+38,808
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$52.4M
|
-$337K
|
-12,625
|
-0.7%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$32.7M
|
+$1.88M
|
+70,614
|
+6%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$30.7M
|
-$3.53M
|
-132,422
|
-11%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$25.8M
|
-$436K
|
-16,350
|
-2%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$25.3M
|
+$609K
|
+22,826
|
+3%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.8M
|
+$59.9K
|
+2,246
|
+0.3%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$19.6M
|
-$170K
|
-6,365
|
-0.9%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$18.6M
|
-$3.63M
|
-136,228
|
-17%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$18.4M
|
+$479K
|
+17,970
|
+3%
|
|
|
12
|
Parsec Financial Management
Asheville,
North Carolina
|
$18.2M
|
-$678K
|
-25,420
|
-4%
|
|
|
13
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$16.3M
|
+$60.4K
|
+2,266
|
+0.4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$16.2M
|
+$816K
|
+30,603
|
+5%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.7M
|
-$303K
|
-11,357
|
-2%
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$12.7M
|
-$1.42M
|
-53,218
|
-10%
|
|
|
17
|
M&T Bank
Buffalo,
New York
|
$12.4M
|
+$419K
|
+15,703
|
+4%
|
|
|
18
|
Salomon & Ludwin
Richmond,
Virginia
|
$11.2M
|
-$253K
|
-9,494
|
-2%
|
|
|
19
|
Palladium Partners
Norfolk,
Virginia
|
$10.9M
|
+$1.15M
|
+43,197
|
+13%
|
|
|
20
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$10.3M
|
+$541K
|
+20,284
|
+6%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$9.98M
|
+$2.1M
|
+78,598
|
+27%
|
|
|
22
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.68M
|
-$596K
|
-22,351
|
-7%
|
|
|
23
|
Destination Wealth Management
Walnut Creek,
California
|
$8.63M
|
+$286K
|
+10,716
|
+4%
|
|
|
24
|
Opus Capital Group
Cincinnati,
Ohio
|
$8.23M
|
-$1.81M
|
-67,731
|
-18%
|
|
|
25
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$8.21M
|
–
|
–
|
–
|
|
