|
1
|
|
$77.4M
|
+$1.58M
|
+47,451
|
+2%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$75.7M
|
+$18.3M
|
+549,878
|
+33%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$68M
|
-$5.83M
|
-175,413
|
-8%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$59.4M
|
-$3.47M
|
-104,293
|
-6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$51.5M
|
-$462K
|
-13,887
|
-0.9%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$41.6M
|
+$618K
|
+18,577
|
+2%
|
|
|
7
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.6M
|
-$331K
|
-9,964
|
-1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$29.4M
|
-$15.3K
|
-461
|
-0.1%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$26.3M
|
+$624K
|
+18,767
|
+3%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.3M
|
+$423K
|
+12,710
|
+2%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$23.1M
|
+$1.31M
|
+39,270
|
+6%
|
|
|
12
|
Huntington National Bank
Columbus,
Ohio
|
$18.8M
|
–
|
–
|
–
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17M
|
+$1.53M
|
+45,904
|
+10%
|
|
|
14
|
Stifel Financial
St. Louis,
Missouri
|
$16.4M
|
+$8.48M
|
+255,042
|
+115%
|
|
|
15
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.3M
|
+$3.48M
|
+104,775
|
+31%
|
|
|
16
|
Mercer Global Advisors
Denver,
Colorado
|
$12.8M
|
+$609K
|
+18,331
|
+5%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$12.2M
|
-$223K
|
-6,713
|
-2%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$11.8M
|
+$16.4K
|
+494
|
+0.1%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$11M
|
-$59.7K
|
-1,796
|
-0.6%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$11M
|
-$122K
|
-3,677
|
-1%
|
|
|
21
|
Truist Financial
Charlotte,
North Carolina
|
$10M
|
+$366K
|
+11,016
|
+4%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.1M
|
-$160K
|
-4,827
|
-2%
|
|
|
23
|
Prosperity Consulting Group
Owings Mills,
Maryland
|
$8.08M
|
+$327K
|
+9,850
|
+4%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$7.91M
|
-$405K
|
-12,175
|
-5%
|
|
|
25
|
BIP Wealth
Atlanta,
Georgia
|
$7.55M
|
+$591K
|
+17,786
|
+9%
|
|
