|
1
|
|
$88.6M
|
+$1.81M
|
+54,357
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$81.5M
|
+$4.03M
|
+121,283
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$54.9M
|
-$3.4M
|
-102,414
|
-6%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$54.3M
|
-$1.31M
|
-39,334
|
-2%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$47.3M
|
-$1.14M
|
-34,276
|
-2%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$36.5M
|
+$456K
|
+13,730
|
+1%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$28.5M
|
+$8.49M
|
+255,451
|
+43%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$28M
|
-$3.67M
|
-110,547
|
-12%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.2M
|
-$1.5M
|
-45,081
|
-5%
|
|
|
10
|
KeyBank National Association
Cleveland,
Ohio
|
$23.8M
|
-$114K
|
-3,418
|
-0.5%
|
|
|
11
|
Huntington National Bank
Columbus,
Ohio
|
$21.5M
|
–
|
–
|
–
|
|
|
12
|
Jones Financial Companies
Des Peres,
Missouri
|
$20.8M
|
-$1.64M
|
-49,452
|
-7%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$20.1M
|
+$251K
|
+7,571
|
+1%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$17M
|
-$2.43M
|
-73,185
|
-13%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$15.2M
|
+$256K
|
+7,693
|
+2%
|
|
|
16
|
Corient Private Wealth
Miami,
Florida
|
$12M
|
-$26.7K
|
-803
|
-0.2%
|
|
|
17
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$11.2M
|
-$79.7K
|
-2,398
|
-0.7%
|
|
|
18
|
Destination Wealth Management
Walnut Creek,
California
|
$11.1M
|
+$193K
|
+5,803
|
+2%
|
|
|
19
|
Valmark Advisers
Akron,
Ohio
|
$11.1M
|
+$197K
|
+5,931
|
+2%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.8M
|
+$1.99M
|
+59,961
|
+23%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.68M
|
-$9.77M
|
-293,997
|
-53%
|
|
|
22
|
BIP Wealth
Atlanta,
Georgia
|
$7.87M
|
-$567K
|
-17,060
|
-7%
|
|
|
23
|
Stonebridge Wealth Management
Oak Brook,
Illinois
|
$7.72M
|
+$22.8K
|
+686
|
+0.3%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$7.31M
|
-$56.1K
|
-1,690
|
-0.8%
|
|
|
25
|
Curi RMB Capital
Chicago,
Illinois
|
$7.2M
|
-$98.1K
|
-2,954
|
-1%
|
|
