|
1
|
Bank of America
Charlotte,
North Carolina
|
$62.2M
|
+$22.8M
|
+788,231
|
+48%
|
|
|
2
|
|
$56.9M
|
-$7.3M
|
-251,797
|
-10%
|
|
|
3
|
Creative Planning
Overland Park,
Kansas
|
$43.9M
|
+$2.26M
|
+78,094
|
+5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$39.7M
|
+$5.17M
|
+178,375
|
+13%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$39.5M
|
+$2.44M
|
+84,198
|
+6%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$31.2M
|
-$7.04M
|
-242,867
|
-17%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$28.7M
|
+$387K
|
+13,345
|
+1%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$25.3M
|
+$9.39K
|
+324
|
+0%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$19.9M
|
+$2.4M
|
+82,934
|
+12%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$17.1M
|
-$253K
|
-8,746
|
-1%
|
|
|
11
|
Huntington National Bank
Columbus,
Ohio
|
$14.8M
|
–
|
–
|
–
|
|
|
12
|
AssetMark Inc
Concord,
California
|
$14.6M
|
-$1.33M
|
-45,982
|
-7%
|
|
|
13
|
KeyBank National Association
Cleveland,
Ohio
|
$13.2M
|
-$1.09M
|
-37,554
|
-7%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$13.1M
|
-$40.6K
|
-1,402
|
-0.3%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$11.1M
|
+$1.01M
|
+34,852
|
+9%
|
|
|
16
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$11.1M
|
-$99.5K
|
-3,435
|
-0.8%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.7M
|
+$396K
|
+13,681
|
+3%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.88M
|
+$2.33M
|
+80,346
|
+26%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$9.3M
|
+$1.06M
|
+36,637
|
+11%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$8.66M
|
+$1.2M
|
+41,293
|
+14%
|
|
|
21
|
Destination Wealth Management
Walnut Creek,
California
|
$8.09M
|
+$945K
|
+32,625
|
+12%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$7.3M
|
+$57.8K
|
+1,995
|
+0.7%
|
|
|
23
|
Del-Sette Capital Management
Schenectady,
New York
|
$6.91M
|
-$355K
|
-12,260
|
-4%
|
|
|
24
|
Vaughan & Co Securities
Ridgewood,
New Jersey
|
$6.85M
|
-$6.71M
|
-231,504
|
-47%
|
|
|
25
|
Brightworth
Atlanta,
Georgia
|
$6.04M
|
+$172K
|
+5,940
|
+3%
|
|
