|
1
|
|
$68.4M
|
-$829K
|
-26,374
|
-1%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$66.8M
|
-$6.85M
|
-218,025
|
-9%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$56.9M
|
-$3.27M
|
-103,986
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$51.2M
|
+$79.4K
|
+2,527
|
+0.2%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$46.9M
|
-$342K
|
-10,892
|
-0.7%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$37M
|
+$958K
|
+30,477
|
+3%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$27M
|
-$1.24M
|
-39,415
|
-4%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$26.6M
|
-$182K
|
-5,803
|
-0.7%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$23.2M
|
+$713K
|
+22,687
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.7M
|
+$421K
|
+13,406
|
+2%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$19.6M
|
-$243K
|
-7,727
|
-1%
|
|
|
12
|
Huntington National Bank
Columbus,
Ohio
|
$16.1M
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$13.9M
|
+$6.94K
|
+221
|
+0%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.3M
|
-$689K
|
-21,938
|
-6%
|
|
|
15
|
Mercer Global Advisors
Denver,
Colorado
|
$11.2M
|
+$1.02M
|
+32,361
|
+10%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$10.6M
|
-$40.3K
|
-1,283
|
-0.4%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$10.6M
|
+$576K
|
+18,337
|
+6%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$10M
|
+$403K
|
+12,815
|
+4%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$10M
|
+$171K
|
+5,437
|
+2%
|
|
|
20
|
Truist Financial
Charlotte,
North Carolina
|
$8.72M
|
+$419K
|
+13,347
|
+5%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$7.91M
|
-$124K
|
-3,956
|
-2%
|
|
|
22
|
AssetMark Inc
Concord,
California
|
$7.53M
|
-$3.51M
|
-111,641
|
-32%
|
|
|
23
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.46M
|
-$931K
|
-29,634
|
-11%
|
|
|
24
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$6.99M
|
-$1.32M
|
-41,902
|
-16%
|
|
|
25
|
Stifel Financial
St. Louis,
Missouri
|
$6.89M
|
+$90.4K
|
+2,878
|
+1%
|
|
