|
1
|
|
$63.7M
|
-$975K
|
-34,960
|
-2%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$52.5M
|
+$2.95M
|
+105,648
|
+6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$51.5M
|
-$28.2M
|
-1,010,659
|
-36%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$51.1M
|
+$2.8M
|
+100,507
|
+6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$50.1M
|
+$1.21M
|
+43,500
|
+3%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$33M
|
+$304K
|
+10,894
|
+1%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.4M
|
-$1M
|
-36,011
|
-3%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$26.8M
|
+$768K
|
+27,557
|
+3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$21.3M
|
-$79.3K
|
-2,843
|
-0.4%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$18.4M
|
+$333K
|
+11,944
|
+2%
|
|
|
11
|
Huntington National Bank
Columbus,
Ohio
|
$17.8M
|
–
|
–
|
–
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.8M
|
+$551K
|
+19,782
|
+4%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$16.8M
|
-$1.03M
|
-36,831
|
-6%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.5M
|
+$356K
|
+12,785
|
+3%
|
|
|
15
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.1M
|
+$241K
|
+8,653
|
+2%
|
|
|
16
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$11.6M
|
-$576K
|
-20,652
|
-5%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.3M
|
-$1.51M
|
-53,996
|
-12%
|
|
|
18
|
Osaic Holdings
Scottsdale,
Arizona
|
$11.2M
|
-$901K
|
-32,325
|
-8%
|
|
|
19
|
AssetMark Inc
Concord,
California
|
$10.1M
|
+$178K
|
+6,399
|
+2%
|
|
|
20
|
Destination Wealth Management
Walnut Creek,
California
|
$9.38M
|
+$553K
|
+19,821
|
+6%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.2M
|
+$398K
|
+14,262
|
+5%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$8.24M
|
-$225K
|
-8,080
|
-3%
|
|
|
23
|
Corient Private Wealth
Miami,
Florida
|
$8.11M
|
+$220K
|
+7,878
|
+3%
|
|
|
24
|
BIP Wealth
Atlanta,
Georgia
|
$7.18M
|
+$7.14K
|
+256
|
+0.1%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$6.76M
|
+$833K
|
+29,872
|
+15%
|
|
