|
1
|
|
$41.5M
|
-$4.14M
|
-190,114
|
-9%
|
|
|
2
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.4M
|
-$441K
|
-20,262
|
-1%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$34.7M
|
+$1.7M
|
+78,195
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$27M
|
-$2.19M
|
-100,476
|
-7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$24.2M
|
-$176K
|
-8,079
|
-0.7%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$21.9M
|
-$341K
|
-15,646
|
-1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$20.9M
|
-$358K
|
-16,461
|
-2%
|
|
|
8
|
United Capital Financial Advisors
Irving,
Texas
|
$20.8M
|
-$574K
|
-26,366
|
-3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$17.4M
|
-$2.96M
|
-135,971
|
-14%
|
|
|
10
|
Kestra Advisory Services
Austin,
Texas
|
$14.7M
|
+$15.2M
|
+697,864
|
New
|
|
|
11
|
AssetMark Inc
Concord,
California
|
$13.6M
|
-$4.34M
|
-199,317
|
-24%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.3M
|
+$206K
|
+9,439
|
+2%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.9M
|
+$535K
|
+24,576
|
+5%
|
|
|
14
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$11.6M
|
+$387K
|
+17,754
|
+3%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$11.5M
|
+$69.9K
|
+3,209
|
+0.6%
|
|
|
16
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$8.99M
|
+$119K
|
+5,446
|
+1%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$8.91M
|
+$654K
|
+30,054
|
+8%
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$8.55M
|
+$258K
|
+11,834
|
+3%
|
|
|
19
|
Osaic Holdings
Scottsdale,
Arizona
|
$7.32M
|
+$868K
|
+39,869
|
+13%
|
|
|
20
|
Fukoku Mutual Life Insurance
Tokyo,
Japan
|
$6.32M
|
–
|
–
|
–
|
|
|
21
|
Opus Capital Group
Cincinnati,
Ohio
|
$5.8M
|
-$112K
|
-5,120
|
-2%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$5.11M
|
-$411K
|
-18,894
|
-7%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$4.58M
|
+$229K
|
+10,498
|
+5%
|
|
|
24
|
Cardan Capital Partners
Denver,
Colorado
|
$4.35M
|
-$408K
|
-18,750
|
-8%
|
|
|
25
|
Salomon & Ludwin
Richmond,
Virginia
|
$4.22M
|
-$713K
|
-32,746
|
-14%
|
|
