|
1
|
Bank of America
Charlotte,
North Carolina
|
$77.2M
|
+$14.9M
|
+477,246
|
+25%
|
|
|
2
|
|
$72.6M
|
-$64M
|
-2,047,032
|
-48%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$63.1M
|
+$1.37M
|
+43,769
|
+2%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$53.7M
|
-$2.77M
|
-88,524
|
-5%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$49.6M
|
-$1.75M
|
-55,781
|
-4%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$37.9M
|
+$2.68M
|
+85,624
|
+8%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.6M
|
-$36.3K
|
-1,159
|
-0.1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$28.1M
|
+$1.53M
|
+48,887
|
+6%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$23.5M
|
+$260K
|
+8,313
|
+1%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$21.3M
|
+$1.62M
|
+51,922
|
+9%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$20.8M
|
-$44.8K
|
-1,433
|
-0.2%
|
|
|
12
|
Huntington National Bank
Columbus,
Ohio
|
$17.1M
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$14.6M
|
-$2.54M
|
-81,101
|
-15%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.5M
|
-$309K
|
-9,878
|
-3%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$11.5M
|
+$770K
|
+24,626
|
+7%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$11.2M
|
+$27.5K
|
+880
|
+0.3%
|
|
|
17
|
Mercer Global Advisors
Denver,
Colorado
|
$10.7M
|
+$1.02M
|
+32,461
|
+11%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.5M
|
-$49.6K
|
-1,585
|
-0.5%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$10.3M
|
-$79.2K
|
-2,531
|
-0.8%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$10.1M
|
-$74.7K
|
-2,387
|
-0.8%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.8M
|
+$4.83M
|
+154,546
|
+135%
|
|
|
22
|
Truist Financial
Charlotte,
North Carolina
|
$8.71M
|
+$555K
|
+17,735
|
+7%
|
|
|
23
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$8.71M
|
+$8.33M
|
+266,383
|
New
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$8.43M
|
+$158K
|
+5,039
|
+2%
|
|
|
25
|
Capital Investment Counsel (Colorado)
Denver,
Colorado
|
$8.31M
|
+$2.64M
|
+84,460
|
+50%
|
|
