|
1
|
Bank of America
Charlotte,
North Carolina
|
$127M
|
-$19.4M
|
-576,201
|
-10%
|
|
|
2
|
|
$109M
|
-$6.31M
|
-187,360
|
-4%
|
|
|
3
|
Ameriprise
Minneapolis,
Minnesota
|
$89.6M
|
+$5.43M
|
+161,404
|
+5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$73.6M
|
-$15.1M
|
-449,009
|
-13%
|
|
|
5
|
Linscomb Wealth
Houston,
Texas
|
$51.3M
|
+$1.38M
|
+41,093
|
+2%
|
|
|
6
|
SVA Wealth Management
Madison,
Wisconsin
|
$47.5M
|
+$2.99M
|
+88,819
|
+5%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$36.6M
|
-$2.99M
|
-88,725
|
-6%
|
|
|
8
|
Creative Planning
Overland Park,
Kansas
|
$31.2M
|
-$3.71M
|
-110,149
|
-8%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$28.4M
|
-$12.6M
|
-373,720
|
-24%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.4M
|
+$2.6M
|
+77,195
|
+7%
|
|
|
11
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$25.9M
|
-$14.8M
|
-439,904
|
-28%
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$23.9M
|
+$34.4M
|
+1,022,450
|
New
|
|
|
13
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$19.2M
|
+$2.53M
|
+75,216
|
+10%
|
|
|
14
|
Cetera Advisor Networks
El Segundo,
California
|
$19.1M
|
+$1.63M
|
+48,281
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$16.6M
|
+$31.4K
|
+932
|
+0.1%
|
|
|
16
|
Inspirion Wealth Advisors
Libertyville,
Illinois
|
$15.8M
|
+$1.39M
|
+41,361
|
+7%
|
|
|
17
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.2M
|
-$15.9M
|
-472,913
|
-43%
|
|
|
18
|
Huntington National Bank
Columbus,
Ohio
|
$15.1M
|
–
|
–
|
–
|
|
|
19
|
Riverview Trust Company
Vancouver,
Washington
|
$13.4M
|
+$210K
|
+6,230
|
+1%
|
|
|
20
|
Parsec Financial Management
Asheville,
North Carolina
|
$13.3M
|
-$10.3M
|
-304,617
|
-36%
|
|
|
21
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.5M
|
+$2.03M
|
+60,435
|
+16%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$10.5M
|
-$3.03M
|
-90,070
|
-17%
|
|
|
23
|
Paracle Advisors
Mercer Island,
Washington
|
$10.4M
|
+$150K
|
+4,465
|
+1%
|
|
|
24
|
United Capital Financial Advisors
Irving,
Texas
|
$9.71M
|
+$475K
|
+14,111
|
+4%
|
|
|
25
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$8.63M
|
+$11.8M
|
+351,379
|
+5,920%
|
|
