|
1
|
Bank of America
Charlotte,
North Carolina
|
$74.7M
|
+$6.02M
|
+209,677
|
+9%
|
|
|
2
|
|
$63.7M
|
+$829K
|
+28,869
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$49.8M
|
+$6M
|
+208,937
|
+14%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$49.1M
|
+$5.5M
|
+191,383
|
+12%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$49M
|
+$449K
|
+15,617
|
+0.9%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$32.2M
|
+$509K
|
+17,710
|
+2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.9M
|
-$4.66M
|
-162,253
|
-13%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$26.3M
|
-$1.62M
|
-56,236
|
-6%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$19.9M
|
-$2.08M
|
-72,330
|
-9%
|
|
|
10
|
Huntington National Bank
Columbus,
Ohio
|
$18M
|
–
|
–
|
–
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$17.9M
|
-$1.06M
|
-37,051
|
-6%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$17.4M
|
+$2.78M
|
+96,840
|
+19%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$14.6M
|
+$2.35M
|
+81,894
|
+19%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$14.5M
|
+$44.6K
|
+1,554
|
+0.3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$12.2M
|
+$352K
|
+12,240
|
+3%
|
|
|
16
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$12.1M
|
-$119K
|
-4,147
|
-1%
|
|
|
17
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$11.6M
|
+$681K
|
+23,727
|
+6%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$11.4M
|
-$4.84M
|
-168,481
|
-30%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$11.4M
|
+$1.1M
|
+38,355
|
+11%
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
$8.58M
|
-$360K
|
-12,539
|
-4%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$8.35M
|
-$1.24M
|
-43,088
|
-13%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.19M
|
+$128K
|
+4,441
|
+2%
|
|
|
23
|
Del-Sette Capital Management
Schenectady,
New York
|
$7.37M
|
-$263K
|
-9,168
|
-3%
|
|
|
24
|
Corient Private Wealth
Miami,
Florida
|
$7.29M
|
+$7.37M
|
+256,485
|
New
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$4.98M
|
+$2M
|
+69,607
|
+66%
|
|
