|
1
|
|
$43.1M
|
-$16.9M
|
-683,022
|
-22%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$42.3M
|
+$1.14M
|
+46,144
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$34.3M
|
+$1.83M
|
+73,994
|
+4%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$27.3M
|
+$5.13M
|
+207,428
|
+16%
|
|
|
5
|
United Capital Financial Advisors
Irving,
Texas
|
$18.1M
|
+$1.16M
|
+46,854
|
+5%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$16.7M
|
+$6.19M
|
+250,198
|
+37%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$16.7M
|
-$3.65M
|
-147,515
|
-14%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$16.7M
|
-$3.67M
|
-148,402
|
-14%
|
|
|
9
|
M&T Bank
Buffalo,
New York
|
$16.5M
|
+$22.6M
|
+913,916
|
New
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.8M
|
+$3.42M
|
+138,421
|
+22%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.3M
|
-$1.2M
|
-48,440
|
-6%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$11.5M
|
+$299K
|
+12,069
|
+2%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.1M
|
-$1.16M
|
-47,022
|
-7%
|
|
|
14
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.6M
|
+$13.2M
|
+532,859
|
New
|
|
|
15
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$9.11M
|
-$490K
|
-19,796
|
-4%
|
|
|
16
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$7.16M
|
+$289K
|
+11,670
|
+3%
|
|
|
17
|
Parsec Financial Management
Asheville,
North Carolina
|
$7.04M
|
-$4.69M
|
-189,814
|
-33%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$6.75M
|
-$970K
|
-39,220
|
-9%
|
|
|
19
|
Salomon & Ludwin
Richmond,
Virginia
|
$6.68M
|
-$167K
|
-6,766
|
-2%
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
$6.08M
|
+$398K
|
+16,104
|
+5%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$5.77M
|
-$239K
|
-9,676
|
-3%
|
|
|
22
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$5.41M
|
–
|
–
|
–
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.24M
|
+$8.19M
|
+331,078
|
New
|
|
|
24
|
Opus Capital Group
Cincinnati,
Ohio
|
$5.12M
|
-$566K
|
-22,882
|
-7%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$4.93M
|
-$899K
|
-36,335
|
-12%
|
|
