|
1
|
|
$84.4M
|
+$7.55M
|
+213,409
|
+10%
|
|
|
2
|
LPL Financial
San Diego,
California
|
$76.6M
|
+$1.27M
|
+35,995
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$76.2M
|
+$8.78M
|
+248,211
|
+13%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$59.2M
|
+$54.3K
|
+1,535
|
+0.1%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$50.7M
|
-$590K
|
-16,668
|
-1%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$36.7M
|
-$4.94M
|
-139,614
|
-12%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$33.4M
|
+$34.4M
|
+971,403
|
New
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$29.8M
|
+$508K
|
+14,358
|
+2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.3M
|
-$175K
|
-4,937
|
-0.6%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$28.4M
|
+$2.3M
|
+65,162
|
+9%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$23.5M
|
+$581K
|
+16,434
|
+2%
|
|
|
12
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.5M
|
+$289K
|
+8,169
|
+1%
|
|
|
13
|
Huntington National Bank
Columbus,
Ohio
|
$19M
|
–
|
–
|
–
|
|
|
14
|
Mercer Global Advisors
Denver,
Colorado
|
$18.5M
|
+$5.68M
|
+160,585
|
+43%
|
|
|
15
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.7M
|
-$481K
|
-13,604
|
-4%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$11.7M
|
-$83.4K
|
-2,357
|
-0.7%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$10.8M
|
-$137K
|
-3,864
|
-1%
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$10.7M
|
-$254K
|
-7,195
|
-2%
|
|
|
19
|
Truist Financial
Charlotte,
North Carolina
|
$9.9M
|
-$96.3K
|
-2,724
|
-0.9%
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$9.1M
|
+$1.92M
|
+54,187
|
+26%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$8.55M
|
+$2.18M
|
+61,570
|
+33%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.39M
|
+$338K
|
+9,560
|
+4%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$7.98M
|
-$8.63M
|
-243,866
|
-51%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$7.82M
|
-$57.9K
|
-1,637
|
-0.7%
|
|
|
25
|
BIP Wealth
Atlanta,
Georgia
|
$7.7M
|
+$183K
|
+5,172
|
+2%
|
|
