|
1
|
|
$90.3M
|
+$2.4M
|
+71,782
|
+3%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$81.6M
|
+$642K
|
+19,230
|
+0.8%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$50.4M
|
-$3.55M
|
-106,214
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$49.8M
|
-$4.73M
|
-141,584
|
-9%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$45.6M
|
-$1.42M
|
-42,364
|
-3%
|
|
|
6
|
Align Financial
Hermantown,
Minnesota
|
$38.9M
|
+$1.3M
|
+38,913
|
New
|
|
|
7
|
M&T Bank
Buffalo,
New York
|
$35.4M
|
-$935K
|
-27,990
|
-3%
|
|
|
8
|
Mercer Global Advisors
Denver,
Colorado
|
$30.6M
|
+$2.33M
|
+69,892
|
+8%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$25.9M
|
-$1.81M
|
-54,262
|
-7%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.6M
|
-$434K
|
-12,992
|
-2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$24.4M
|
+$4.43M
|
+132,655
|
+22%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$23.8M
|
+$118K
|
+3,528
|
+0.5%
|
|
|
13
|
Huntington National Bank
Columbus,
Ohio
|
$23.2M
|
–
|
–
|
–
|
|
|
14
|
Jones Financial Companies
Des Peres,
Missouri
|
$22.8M
|
+$2.19M
|
+65,659
|
+11%
|
|
|
15
|
Ameriprise
Minneapolis,
Minnesota
|
$13.7M
|
-$3.2M
|
-95,736
|
-19%
|
|
|
16
|
Valmark Advisers
Akron,
Ohio
|
$11.1M
|
+$141K
|
+4,222
|
+1%
|
|
|
17
|
Destination Wealth Management
Walnut Creek,
California
|
$11.1M
|
+$37.5K
|
+1,124
|
+0.3%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.7M
|
-$25.9K
|
-776
|
-0.2%
|
|
|
19
|
Allen Investment Management
New York
|
$9.82M
|
+$9.8M
|
+293,475
|
New
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.2M
|
-$2.96M
|
-88,465
|
-27%
|
|
|
21
|
Kestra Advisory Services
Austin,
Texas
|
$7.86M
|
-$7.27M
|
-217,587
|
-48%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.83M
|
-$789K
|
-23,611
|
-9%
|
|
|
23
|
BIP Wealth
Atlanta,
Georgia
|
$7.6M
|
-$216K
|
-6,456
|
-3%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$7.45M
|
+$182K
|
+5,451
|
+3%
|
|
|
25
|
Curi RMB Capital
Chicago,
Illinois
|
$7.19M
|
+$34.5K
|
+1,034
|
+0.5%
|
|
