|
1
|
Bank of America
Charlotte,
North Carolina
|
$203M
|
+$15.2M
|
+423,117
|
+8%
|
|
|
2
|
|
$171M
|
+$2.98M
|
+83,063
|
+2%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$131M
|
+$1.14M
|
+31,637
|
+0.9%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$123M
|
+$9.61M
|
+267,527
|
+9%
|
|
|
5
|
Linscomb Wealth
Houston,
Texas
|
$73.6M
|
+$1.17M
|
+32,664
|
+2%
|
|
|
6
|
SVA Wealth Management
Madison,
Wisconsin
|
$65.8M
|
+$2.38M
|
+66,165
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$58.7M
|
-$29.5M
|
-821,521
|
-34%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$56.5M
|
+$1.87M
|
+51,982
|
+3%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$55.2M
|
+$1.97M
|
+54,986
|
+4%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$47.2M
|
-$915K
|
-25,471
|
-2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.8M
|
+$2.02M
|
+56,135
|
+5%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$39.4M
|
+$893K
|
+24,866
|
+2%
|
|
|
13
|
Parsec Financial Management
Asheville,
North Carolina
|
$37.9M
|
-$157K
|
-4,365
|
-0.4%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.1M
|
+$4.6M
|
+128,047
|
+17%
|
|
|
15
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$30.2M
|
+$29.9M
|
+833,791
|
New
|
|
|
16
|
Huntington National Bank
Columbus,
Ohio
|
$28.6M
|
–
|
–
|
–
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.7M
|
+$164K
|
+4,571
|
+0.7%
|
|
|
18
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$23.5M
|
+$3.96M
|
+110,330
|
+21%
|
|
|
19
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$21.9M
|
+$488K
|
+13,591
|
+2%
|
|
|
20
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$21.6M
|
+$1.5M
|
+41,755
|
+8%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$19.8M
|
+$1.48M
|
+41,155
|
+8%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.3M
|
+$1.72M
|
+48,023
|
+10%
|
|
|
23
|
Riverview Trust Company
Vancouver,
Washington
|
$18.7M
|
+$220K
|
+6,115
|
+1%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$17M
|
+$1.98M
|
+55,210
|
+13%
|
|
|
25
|
Cardan Capital Partners
Denver,
Colorado
|
$14.5M
|
+$678K
|
+18,866
|
+5%
|
|
