|
1
|
|
$81.8M
|
+$4.62M
|
+150,044
|
+6%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$73M
|
+$12.5M
|
+404,368
|
+21%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$55M
|
-$11.4K
|
-371
|
-0%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$52.5M
|
+$1.19M
|
+38,483
|
+2%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$45.7M
|
-$192K
|
-6,228
|
-0.4%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$34M
|
-$309K
|
-10,043
|
-0.9%
|
|
|
7
|
Raymond James Financial
St Petersburg,
Florida
|
$29.9M
|
-$789K
|
-25,603
|
-3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.1M
|
-$4.2M
|
-136,474
|
-14%
|
|
|
9
|
KeyBank National Association
Cleveland,
Ohio
|
$22.6M
|
+$744K
|
+24,168
|
+4%
|
|
|
10
|
Jones Financial Companies
Des Peres,
Missouri
|
$21.2M
|
+$9.04M
|
+293,403
|
+79%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$18.8M
|
-$110K
|
-3,567
|
-0.6%
|
|
|
12
|
Wells Fargo
San Francisco,
California
|
$18.7M
|
-$1.5M
|
-48,794
|
-8%
|
|
|
13
|
Ameriprise
Minneapolis,
Minnesota
|
$18.4M
|
-$1.53M
|
-49,689
|
-8%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
-$2.38M
|
-77,262
|
-12%
|
|
|
15
|
Huntington National Bank
Columbus,
Ohio
|
$17.3M
|
–
|
–
|
–
|
|
|
16
|
Kestra Advisory Services
Austin,
Texas
|
$14.1M
|
+$401K
|
+13,017
|
+3%
|
|
|
17
|
Corient Private Wealth
Miami,
Florida
|
$11.4M
|
+$556K
|
+18,063
|
+5%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$10.7M
|
-$318K
|
-10,311
|
-3%
|
|
|
19
|
Destination Wealth Management
Walnut Creek,
California
|
$10.3M
|
+$488K
|
+15,851
|
+5%
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$10.3M
|
+$611K
|
+19,852
|
+7%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$8.26M
|
+$440K
|
+14,275
|
+6%
|
|
|
22
|
BIP Wealth
Atlanta,
Georgia
|
$7.97M
|
+$193K
|
+6,261
|
+3%
|
|
|
23
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$7.25M
|
+$7.03M
|
+228,427
|
New
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$6.98M
|
+$506K
|
+16,418
|
+8%
|
|
|
25
|
AssetMark Inc
Concord,
California
|
$6.95M
|
-$140K
|
-4,558
|
-2%
|
|
