|
1
|
Ameriprise
Minneapolis,
Minnesota
|
$161M
|
-$10.9M
|
-297,178
|
-6%
|
|
|
2
|
|
$146M
|
+$9.34M
|
+253,677
|
+7%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$140M
|
+$3.98M
|
+108,000
|
+3%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$104M
|
+$4.83M
|
+131,320
|
+5%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$75M
|
+$1.12M
|
+30,366
|
+2%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$68.5M
|
+$7.56M
|
+205,230
|
+12%
|
|
|
7
|
Linscomb Wealth
Houston,
Texas
|
$65.1M
|
-$258K
|
-7,003
|
-0.4%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$49.7M
|
+$660K
|
+17,929
|
+1%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.2M
|
+$1.55M
|
+42,206
|
+4%
|
|
|
10
|
SVA Wealth Management
Madison,
Wisconsin
|
$39.7M
|
+$2.06M
|
+55,850
|
+5%
|
|
|
11
|
Parsec Financial Management
Asheville,
North Carolina
|
$37.2M
|
+$933K
|
+25,331
|
+3%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$29.4M
|
+$1.03M
|
+27,924
|
+4%
|
|
|
13
|
Huntington National Bank
Columbus,
Ohio
|
$29M
|
–
|
–
|
–
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$24.3M
|
+$289K
|
+7,837
|
+1%
|
|
|
15
|
Noven Financial Group
Denver,
Colorado
|
$24M
|
+$1.36M
|
+37,020
|
+6%
|
|
|
16
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$20.7M
|
+$706K
|
+19,168
|
+4%
|
|
|
17
|
ProVise Management Group
Clearwater,
Florida
|
$15.9M
|
-$239K
|
-6,491
|
-1%
|
|
|
18
|
Cardan Capital Partners
Denver,
Colorado
|
$15.7M
|
-$184K
|
-4,991
|
-1%
|
|
|
19
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$15.4M
|
+$185K
|
+5,028
|
+1%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$13.7M
|
+$737K
|
+20,030
|
+6%
|
|
|
21
|
United Capital Financial Advisors
Irving,
Texas
|
$13.1M
|
+$265K
|
+7,199
|
+2%
|
|
|
22
|
Bank of New York Mellon
New York
|
$12.9M
|
+$1.08M
|
+29,361
|
+9%
|
|
|
23
|
Curi RMB Capital
Chicago,
Illinois
|
$12.7M
|
-$113K
|
-3,065
|
-0.9%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$12.2M
|
+$426K
|
+11,584
|
+4%
|
|
|
25
|
Advisor Group
Phoenix,
Arizona
|
$11.1M
|
+$1.09M
|
+29,710
|
+11%
|
|
