|
1
|
|
$158M
|
+$6.13M
|
+189,303
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$144M
|
+$13.6M
|
+420,183
|
+11%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$127M
|
+$24.8M
|
+765,498
|
+24%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$91.7M
|
+$2.38M
|
+73,440
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$79.5M
|
+$5.33M
|
+164,613
|
+7%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$68.2M
|
-$348K
|
-10,734
|
-0.5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$40M
|
+$2.55M
|
+78,738
|
+7%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$36.1M
|
+$3.16M
|
+97,506
|
+10%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.1M
|
+$1.08M
|
+33,414
|
+4%
|
|
|
10
|
Parsec Financial Management
Asheville,
North Carolina
|
$28.9M
|
+$991K
|
+30,573
|
+4%
|
|
|
11
|
SVA Wealth Management
Madison,
Wisconsin
|
$27.6M
|
+$1.57M
|
+48,459
|
+6%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.5M
|
+$2.02M
|
+62,217
|
+9%
|
|
|
13
|
Bank of New York Mellon
New York
|
$21.8M
|
-$7.17M
|
-221,388
|
-25%
|
|
|
14
|
Huntington National Bank
Columbus,
Ohio
|
$19.1M
|
–
|
–
|
–
|
|
|
15
|
Noven Financial Group
Denver,
Colorado
|
$17M
|
+$499K
|
+15,390
|
+3%
|
|
|
16
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$16.3M
|
+$644K
|
+19,875
|
+4%
|
|
|
17
|
ProVise Management Group
Clearwater,
Florida
|
$13.2M
|
+$752K
|
+23,208
|
+6%
|
|
|
18
|
Cardan Capital Partners
Denver,
Colorado
|
$13M
|
+$273K
|
+8,418
|
+2%
|
|
|
19
|
Jacobus Wealth Management
Milwaukee,
Wisconsin
|
$12.3M
|
+$478K
|
+14,763
|
+4%
|
|
|
20
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12M
|
+$55.8K
|
+1,722
|
+0.5%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$10.7M
|
+$102K
|
+3,156
|
+1%
|
|
|
22
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$10.4M
|
+$539K
|
+16,647
|
+5%
|
|
|
23
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$10.1M
|
+$447K
|
+13,794
|
+5%
|
|
|
24
|
MML Investors Services
Springfield,
Massachusetts
|
$9.64M
|
+$9.59M
|
+295,773
|
New
|
|
|
25
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.37M
|
-$150K
|
-4,635
|
-2%
|
|
