|
1
|
Bank of America
Charlotte,
North Carolina
|
$209M
|
+$5.18M
|
+144,820
|
+3%
|
|
|
2
|
|
$167M
|
-$4.96M
|
-138,780
|
-3%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$126M
|
-$4.75M
|
-132,961
|
-4%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$124M
|
+$996K
|
+27,861
|
+0.8%
|
|
|
5
|
Linscomb Wealth
Houston,
Texas
|
$75M
|
+$1.13M
|
+31,635
|
+2%
|
|
|
6
|
SVA Wealth Management
Madison,
Wisconsin
|
$66.9M
|
+$916K
|
+25,622
|
+1%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$56.5M
|
-$2.33M
|
-65,097
|
-4%
|
|
|
8
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$56.2M
|
-$487K
|
-13,636
|
-0.9%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$55M
|
-$349K
|
-9,775
|
-0.6%
|
|
|
10
|
Creative Planning
Overland Park,
Kansas
|
$48.4M
|
+$1.03M
|
+28,693
|
+2%
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$40.5M
|
+$1.02M
|
+28,520
|
+3%
|
|
|
12
|
Parsec Financial Management
Asheville,
North Carolina
|
$35.8M
|
-$2.21M
|
-61,915
|
-6%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.3M
|
-$5.58M
|
-156,005
|
-14%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$34.6M
|
+$2.37M
|
+66,414
|
+7%
|
|
|
15
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$30.6M
|
+$317K
|
+8,858
|
+1%
|
|
|
16
|
Huntington National Bank
Columbus,
Ohio
|
$26.8M
|
–
|
–
|
–
|
|
|
17
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$25.5M
|
+$1.97M
|
+55,220
|
+9%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.7M
|
-$70.1K
|
-1,961
|
-0.3%
|
|
|
19
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$23.6M
|
+$1.98M
|
+55,385
|
+9%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$23.5M
|
+$3.52M
|
+98,410
|
+18%
|
|
|
21
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$22.2M
|
+$202K
|
+5,639
|
+0.9%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.2M
|
-$195K
|
-5,467
|
-1%
|
|
|
23
|
Riverview Trust Company
Vancouver,
Washington
|
$18.8M
|
+$10.6K
|
+297
|
+0.1%
|
|
|
24
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$16.5M
|
-$490K
|
-13,721
|
-3%
|
|
|
25
|
Paracle Advisors
Mercer Island,
Washington
|
$14.6M
|
+$2.04M
|
+57,108
|
+16%
|
|
