|
1
|
Bank of America
Charlotte,
North Carolina
|
$186M
|
+$34.9M
|
+999,706
|
+24%
|
|
|
2
|
|
$166M
|
+$14.9M
|
+426,467
|
+10%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$128M
|
+$3.87M
|
+110,747
|
+3%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$112M
|
+$11.6M
|
+332,953
|
+12%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$87.4M
|
+$14.4M
|
+412,276
|
+20%
|
|
|
6
|
Linscomb Wealth
Houston,
Texas
|
$71.6M
|
+$586K
|
+16,781
|
+0.8%
|
|
|
7
|
SVA Wealth Management
Madison,
Wisconsin
|
$62.7M
|
+$22.1M
|
+631,807
|
+56%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$54M
|
+$52.1M
|
+1,490,844
|
+8,445%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$52.6M
|
+$358K
|
+10,260
|
+0.7%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$47.6M
|
+$3.84M
|
+110,041
|
+9%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.4M
|
+$1.75M
|
+50,017
|
+5%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$38M
|
+$8.47M
|
+242,443
|
+30%
|
|
|
13
|
Parsec Financial Management
Asheville,
North Carolina
|
$37.7M
|
+$727K
|
+20,811
|
+2%
|
|
|
14
|
Huntington National Bank
Columbus,
Ohio
|
$28.8M
|
–
|
–
|
–
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.2M
|
+$26.5M
|
+759,126
|
New
|
|
|
16
|
Bank of New York Mellon
New York
|
$26M
|
+$3.55M
|
+101,775
|
+16%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.2M
|
+$6.57M
|
+188,089
|
+41%
|
|
|
18
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$21.2M
|
+$970K
|
+27,764
|
+5%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$19.9M
|
+$3.05M
|
+87,389
|
+19%
|
|
|
20
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$19.2M
|
+$4.18M
|
+119,689
|
+29%
|
|
|
21
|
Riverview Trust Company
Vancouver,
Washington
|
$18.3M
|
+$267K
|
+7,634
|
+2%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$18.1M
|
+$15.2M
|
+433,985
|
+595%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.4M
|
+$3.61M
|
+103,403
|
+27%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$14.8M
|
+$1.52M
|
+43,563
|
+12%
|
|
|
25
|
ProVise Management Group
Clearwater,
Florida
|
$14.4M
|
-$238K
|
-6,809
|
-2%
|
|
