|
1
|
|
$99.3M
|
+$2.25M
|
+62,347
|
+2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$88.3M
|
+$628K
|
+17,417
|
+0.7%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$51.2M
|
-$2.91M
|
-80,661
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$49.9M
|
-$3.65M
|
-101,194
|
-7%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$48.4M
|
-$552K
|
-15,324
|
-1%
|
|
|
6
|
M&T Bank
Buffalo,
New York
|
$37.1M
|
-$910K
|
-25,252
|
-2%
|
|
|
7
|
Mercer Global Advisors
Denver,
Colorado
|
$30.6M
|
-$2.35M
|
-65,196
|
-7%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$29.2M
|
+$2.96M
|
+82,053
|
+11%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$27M
|
+$2.92M
|
+80,943
|
+12%
|
|
|
10
|
Raymond James Financial
St Petersburg,
Florida
|
$26.9M
|
-$1.01M
|
-28,031
|
-4%
|
|
|
11
|
KeyBank National Association
Cleveland,
Ohio
|
$25.8M
|
+$234K
|
+6,486
|
+0.9%
|
|
|
12
|
Huntington National Bank
Columbus,
Ohio
|
$25.1M
|
–
|
–
|
–
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.5M
|
-$2.97M
|
-82,384
|
-11%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$15M
|
+$338K
|
+9,381
|
+2%
|
|
|
15
|
Valmark Advisers
Akron,
Ohio
|
$12.5M
|
+$564K
|
+15,657
|
+5%
|
|
|
16
|
Destination Wealth Management
Walnut Creek,
California
|
$11.8M
|
-$92.5K
|
-2,566
|
-0.8%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$11.5M
|
+$46.5K
|
+1,290
|
+0.4%
|
|
|
18
|
Allen Investment Management
New York
|
$10.5M
|
–
|
–
|
–
|
|
|
19
|
Kestra Advisory Services
Austin,
Texas
|
$9.85M
|
+$1.4M
|
+38,937
|
+17%
|
|
|
20
|
Bank of New York Mellon
New York
|
$9.03M
|
+$1.49M
|
+41,236
|
+20%
|
|
|
21
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$8.64M
|
-$173K
|
-4,807
|
-2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.6M
|
+$184K
|
+5,105
|
+2%
|
|
|
23
|
Curi RMB Capital
Chicago,
Illinois
|
$7.98M
|
+$261K
|
+7,240
|
+3%
|
|
|
24
|
AssetMark Inc
Concord,
California
|
$7.83M
|
-$175K
|
-4,860
|
-2%
|
|
|
25
|
BIP Wealth
Atlanta,
Georgia
|
$7.68M
|
-$487K
|
-13,512
|
-6%
|
|
