|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$169M
|
+$13.4M
|
+391,557
|
+9%
|
|
|
2
|
|
$164M
|
+$2.32M
|
+67,932
|
+1%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$139M
|
-$10.6M
|
-308,812
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$94.2M
|
+$2.45M
|
+71,690
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$87.7M
|
-$340K
|
-9,928
|
-0.4%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$65.9M
|
-$6.14M
|
-179,473
|
-9%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$52.3M
|
+$4.94M
|
+144,464
|
+11%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$43.3M
|
+$2.29M
|
+66,860
|
+6%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$33.3M
|
+$1.27M
|
+37,177
|
+4%
|
|
|
10
|
Parsec Financial Management
Asheville,
North Carolina
|
$32.5M
|
+$886K
|
+25,882
|
+3%
|
|
|
11
|
SVA Wealth Management
Madison,
Wisconsin
|
$32.5M
|
+$1.19M
|
+34,892
|
+4%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.6M
|
-$1.86M
|
-54,291
|
-7%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.2M
|
+$2.38M
|
+69,613
|
+13%
|
|
|
14
|
Noven Financial Group
Denver,
Colorado
|
$19.6M
|
+$176K
|
+5,153
|
+0.9%
|
|
|
15
|
Huntington National Bank
Columbus,
Ohio
|
$19.3M
|
–
|
–
|
–
|
|
|
16
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15.2M
|
+$4.04M
|
+117,962
|
+38%
|
|
|
17
|
ProVise Management Group
Clearwater,
Florida
|
$14.9M
|
+$59.3K
|
+1,734
|
+0.4%
|
|
|
18
|
Cardan Capital Partners
Denver,
Colorado
|
$14M
|
+$120K
|
+3,495
|
+0.9%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$13.3M
|
-$157K
|
-4,577
|
-1%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$12.1M
|
-$387K
|
-11,324
|
-3%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$12M
|
+$155K
|
+4,539
|
+1%
|
|
|
22
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.5M
|
+$990K
|
+28,937
|
+11%
|
|
|
23
|
|
$9.45M
|
+$4.51M
|
+131,748
|
+97%
|
|
|
24
|
Curi RMB Capital
Chicago,
Illinois
|
$9.29M
|
+$9.01M
|
+263,244
|
New
|
|
|
25
|
Destination Wealth Management
Walnut Creek,
California
|
$9.28M
|
+$53.3K
|
+1,558
|
+0.6%
|
|
