|
1
|
Bank of America
Charlotte,
North Carolina
|
$79.9M
|
+$5.14M
|
+171,856
|
+7%
|
|
|
2
|
|
$64.2M
|
+$260K
|
+8,696
|
+0.4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$49.1M
|
-$217K
|
-7,244
|
-0.4%
|
|
|
4
|
Creative Planning
Overland Park,
Kansas
|
$48.4M
|
-$793K
|
-26,500
|
-2%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$47.8M
|
-$2.37M
|
-79,140
|
-5%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$32.4M
|
+$105K
|
+3,521
|
+0.3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$30.2M
|
+$218K
|
+7,289
|
+0.7%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$25.8M
|
-$693K
|
-23,140
|
-2%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$21.1M
|
+$1.15M
|
+38,490
|
+6%
|
|
|
10
|
Huntington National Bank
Columbus,
Ohio
|
$18.4M
|
–
|
–
|
–
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$17.9M
|
+$469K
|
+15,653
|
+3%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$17.7M
|
-$226K
|
-7,553
|
-1%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.1M
|
+$1.53M
|
+51,260
|
+10%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13M
|
+$1.41M
|
+47,145
|
+12%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.8M
|
+$1.43M
|
+47,630
|
+12%
|
|
|
16
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$12.1M
|
-$99.5K
|
-3,324
|
-0.8%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$12M
|
-$207K
|
-6,915
|
-2%
|
|
|
18
|
AssetMark Inc
Concord,
California
|
$9.84M
|
-$1.66M
|
-55,527
|
-14%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$8.74M
|
+$126K
|
+4,195
|
+1%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$8.72M
|
+$516K
|
+17,227
|
+6%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$8.41M
|
+$25.6K
|
+854
|
+0.3%
|
|
|
22
|
Corient Private Wealth
Miami,
Florida
|
$7.82M
|
+$519K
|
+17,331
|
+7%
|
|
|
23
|
BIP Wealth
Atlanta,
Georgia
|
$7.12M
|
+$7.46M
|
+249,214
|
New
|
|
|
24
|
Del-Sette Capital Management
Schenectady,
New York
|
$6.56M
|
-$881K
|
-29,436
|
-11%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$5.86M
|
+$2.4M
|
+80,262
|
+64%
|
|
