|
1
|
Bank of America
Charlotte,
North Carolina
|
$256M
|
-$6.79M
|
-123,152
|
-3%
|
|
|
2
|
|
$140M
|
+$4.65M
|
+84,393
|
+4%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$105M
|
-$995K
|
-18,056
|
-1%
|
|
|
4
|
Jones Financial Companies
Des Peres,
Missouri
|
$104M
|
+$9.26M
|
+168,011
|
+10%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$99.7M
|
-$4.69M
|
-85,199
|
-5%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$86.3M
|
-$2.83M
|
-51,430
|
-3%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$85.7M
|
-$107K
|
-1,939
|
-0.1%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$78.7M
|
+$2.1M
|
+38,114
|
+3%
|
|
|
9
|
Raymond James Financial
St Petersburg,
Florida
|
$58.6M
|
+$1.82M
|
+33,067
|
+3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$56.5M
|
-$128K
|
-2,321
|
-0.2%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$48.7M
|
+$8.23M
|
+149,397
|
+21%
|
|
|
12
|
KeyBank National Association
Cleveland,
Ohio
|
$32.1M
|
+$3.02M
|
+54,886
|
+11%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.8M
|
+$91.3K
|
+1,657
|
+0.3%
|
|
|
14
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.5M
|
-$912K
|
-16,559
|
-3%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$27.1M
|
+$4.04M
|
+73,262
|
+18%
|
|
|
16
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$26.6M
|
-$1.69M
|
-30,618
|
-6%
|
|
|
17
|
Coldstream Capital Management
Bellevue,
Washington
|
$25.9M
|
-$428K
|
-7,770
|
-2%
|
|
|
18
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24.8M
|
-$1.51M
|
-27,333
|
-6%
|
|
|
19
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$22.4M
|
+$479K
|
+8,695
|
+2%
|
|
|
20
|
Trajan Wealth
Scottsdale,
Arizona
|
$21.1M
|
+$439K
|
+7,975
|
+2%
|
|
|
21
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$20.3M
|
+$292K
|
+5,308
|
+1%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$20.1M
|
-$142K
|
-2,576
|
-0.7%
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$19.8M
|
-$3.2K
|
-58
|
-0.2%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$18.3M
|
-$277K
|
-5,024
|
-2%
|
|
|
25
|
Marion Wealth Management
Monroeville,
Pennsylvania
|
$18M
|
+$976K
|
+17,718
|
+6%
|
|
