|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$161M
|
-$2.47M
|
-70,793
|
-1%
|
|
|
2
|
|
$137M
|
-$22M
|
-630,454
|
-14%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$130M
|
-$4.53M
|
-129,742
|
-3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$93.7M
|
+$2.59M
|
+74,175
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$77.8M
|
-$7.17M
|
-205,356
|
-8%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$61.8M
|
-$1.89M
|
-54,138
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$53M
|
+$2.5M
|
+71,572
|
+5%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$44.9M
|
+$3.08M
|
+88,218
|
+7%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.8M
|
+$585K
|
+16,762
|
+2%
|
|
|
10
|
Parsec Financial Management
Asheville,
North Carolina
|
$32.8M
|
+$1.38M
|
+39,639
|
+4%
|
|
|
11
|
SVA Wealth Management
Madison,
Wisconsin
|
$29.5M
|
-$21.8M
|
-625,018
|
-68%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$24.5M
|
+$728K
|
+20,850
|
+3%
|
|
|
13
|
Noven Financial Group
Denver,
Colorado
|
$20.3M
|
+$1.37M
|
+39,115
|
+7%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20M
|
-$518K
|
-14,840
|
-2%
|
|
|
15
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$18M
|
+$10.7M
|
+307,794
|
+140%
|
|
|
16
|
Huntington National Bank
Columbus,
Ohio
|
$17.7M
|
–
|
–
|
–
|
|
|
17
|
Cardan Capital Partners
Denver,
Colorado
|
$15.1M
|
+$1.61M
|
+45,998
|
+12%
|
|
|
18
|
ProVise Management Group
Clearwater,
Florida
|
$14.8M
|
+$476K
|
+13,644
|
+3%
|
|
|
19
|
Bank of New York Mellon
New York
|
$14.4M
|
+$8.12M
|
+232,746
|
+123%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$14.2M
|
-$465K
|
-13,332
|
-3%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$12M
|
+$368K
|
+10,546
|
+3%
|
|
|
22
|
Curi RMB Capital
Chicago,
Illinois
|
$11.7M
|
+$2.81M
|
+80,541
|
+31%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.4M
|
+$1.25M
|
+35,839
|
+12%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$10.2M
|
-$2.65M
|
-75,806
|
-20%
|
|
|
25
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$9.99M
|
-$1.74M
|
-49,894
|
-15%
|
|
