|
1
|
|
$137M
|
+$62.5M
|
+2,152,646
|
+102%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$60.7M
|
+$1.04M
|
+35,651
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$60.7M
|
+$1.73M
|
+59,408
|
+3%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$55.7M
|
-$704K
|
-24,243
|
-1%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$50.6M
|
-$739K
|
-25,456
|
-2%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$34.5M
|
+$3.81M
|
+131,260
|
+14%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.2M
|
-$2.02M
|
-69,683
|
-7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$26.1M
|
+$5.29M
|
+182,230
|
+29%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$22.9M
|
+$555K
|
+19,113
|
+3%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$20.6M
|
+$473K
|
+16,297
|
+3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.3M
|
+$1.73M
|
+59,679
|
+11%
|
|
|
12
|
Huntington National Bank
Columbus,
Ohio
|
$17.2M
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17M
|
+$483K
|
+16,633
|
+3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.7M
|
-$155K
|
-5,323
|
-1%
|
|
|
15
|
Corient Private Wealth
Miami,
Florida
|
$11M
|
+$77K
|
+2,650
|
+0.8%
|
|
|
16
|
AssetMark Inc
Concord,
California
|
$10.6M
|
-$508K
|
-17,487
|
-5%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.4M
|
-$64K
|
-2,204
|
-0.7%
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$10.2M
|
-$353K
|
-12,139
|
-4%
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$10M
|
-$233K
|
-8,035
|
-3%
|
|
|
20
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.8M
|
-$1.83M
|
-62,944
|
-17%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$9.77M
|
-$24.1M
|
-831,039
|
-73%
|
|
|
22
|
Mercer Global Advisors
Denver,
Colorado
|
$9.47M
|
+$1.51M
|
+52,028
|
+21%
|
|
|
23
|
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
|
$9.15M
|
-$96K
|
-3,305
|
-1%
|
|
|
24
|
IHT Wealth Management
Chicago,
Illinois
|
$8.5M
|
-$945K
|
-32,537
|
-11%
|
|
|
25
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.13M
|
+$447K
|
+15,376
|
+6%
|
|
