|
1
|
|
$59.7M
|
-$2.84M
|
-96,695
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$52.2M
|
+$1.86M
|
+63,474
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$51.5M
|
+$61.8K
|
+2,107
|
+0.1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$49.5M
|
-$531K
|
-18,101
|
-1%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$45.1M
|
-$4.14M
|
-141,126
|
-8%
|
|
|
6
|
United Capital Financial Advisors
Irving,
Texas
|
$32M
|
-$311K
|
-10,603
|
-0.9%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27.6M
|
-$1.28M
|
-43,525
|
-4%
|
|
|
8
|
M&T Bank
Buffalo,
New York
|
$26.6M
|
+$323K
|
+10,990
|
+1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$19.6M
|
-$1.22M
|
-41,585
|
-6%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$17.7M
|
+$1.3M
|
+44,319
|
+8%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$17.6M
|
-$462K
|
-15,732
|
-2%
|
|
|
12
|
Huntington National Bank
Columbus,
Ohio
|
$15.8M
|
–
|
–
|
–
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.2M
|
+$2.44M
|
+83,126
|
+18%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.4M
|
+$1.29M
|
+44,112
|
+9%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.2M
|
+$159K
|
+5,408
|
+1%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.4M
|
-$652K
|
-22,204
|
-6%
|
|
|
17
|
AssetMark Inc
Concord,
California
|
$9.76M
|
-$139K
|
-4,722
|
-1%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$9.56M
|
+$1.68M
|
+57,166
|
+20%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$9.32M
|
+$133K
|
+4,540
|
+1%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.18M
|
+$178K
|
+6,070
|
+2%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$8.99M
|
+$959K
|
+32,657
|
+11%
|
|
|
22
|
IHT Wealth Management
Chicago,
Illinois
|
$8.37M
|
+$7.17M
|
+244,306
|
+465%
|
|
|
23
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$8.11M
|
-$3.37M
|
-114,693
|
-28%
|
|
|
24
|
Mercer Global Advisors
Denver,
Colorado
|
$6.84M
|
+$1.41M
|
+47,916
|
+25%
|
|
|
25
|
Truist Financial
Charlotte,
North Carolina
|
$6.7M
|
+$77.3K
|
+2,635
|
+1%
|
|
