|
1
|
|
$45.7M
|
-$4.64M
|
-233,618
|
-10%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$40M
|
+$22.3M
|
+1,122,165
|
+147%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$33.2M
|
+$1.04M
|
+52,230
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$29.3M
|
-$19.2M
|
-967,232
|
-41%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$24.5M
|
-$14.8M
|
-744,447
|
-39%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$22.3M
|
+$2.79M
|
+140,439
|
+15%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$21.5M
|
+$177K
|
+8,903
|
+0.9%
|
|
|
8
|
LPL Financial
San Diego,
California
|
$21.3M
|
+$1.66M
|
+83,746
|
+9%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$20.4M
|
+$746K
|
+37,542
|
+4%
|
|
|
10
|
AssetMark Inc
Concord,
California
|
$17.9M
|
-$1.7M
|
-85,454
|
-9%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.2M
|
+$156K
|
+7,866
|
+1%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$11.5M
|
-$1.86M
|
-93,614
|
-15%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.4M
|
-$3.94M
|
-198,262
|
-27%
|
|
|
14
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$11.3M
|
+$509K
|
+25,623
|
+5%
|
|
|
15
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$8.92M
|
+$470K
|
+23,654
|
+6%
|
|
|
16
|
Destination Wealth Management
Walnut Creek,
California
|
$8.34M
|
+$1.12M
|
+56,159
|
+17%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$8.31M
|
+$351K
|
+17,657
|
+5%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.28M
|
+$471K
|
+23,701
|
+7%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.51M
|
-$474K
|
-23,834
|
-7%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$6.38M
|
+$636K
|
+31,987
|
+12%
|
|
|
21
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$6.35M
|
–
|
–
|
–
|
|
|
22
|
Opus Capital Group
Cincinnati,
Ohio
|
$5.93M
|
-$83K
|
-4,177
|
-1%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.53M
|
-$244K
|
-12,265
|
-4%
|
|
|
24
|
Salomon & Ludwin
Richmond,
Virginia
|
$4.94M
|
-$2.73M
|
-137,549
|
-37%
|
|
|
25
|
Cardan Capital Partners
Denver,
Colorado
|
$4.76M
|
+$1.12M
|
+56,401
|
+33%
|
|
