|
1
|
|
$140M
|
-$5.59M
|
-146,944
|
-4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$112M
|
-$83.3K
|
-2,191
|
-0.1%
|
|
|
3
|
Linscomb Wealth
Houston,
Texas
|
$98M
|
-$20.3K
|
-533
|
-0%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$59.3M
|
-$2.84M
|
-74,791
|
-5%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$53.4M
|
-$11.1M
|
-291,134
|
-18%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$51.5M
|
+$1.77M
|
+46,404
|
+4%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$44M
|
-$5.45M
|
-143,281
|
-12%
|
|
|
8
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$43.1M
|
+$13.5M
|
+356,130
|
+154%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$39.5M
|
+$249K
|
+6,538
|
+0.7%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$37.7M
|
+$5.86M
|
+154,183
|
+20%
|
|
|
11
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$33.9M
|
-$2.82M
|
-74,256
|
-8%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$29.2M
|
-$3.24M
|
-85,076
|
-11%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.3M
|
-$3.07M
|
-80,821
|
-11%
|
|
|
14
|
Paracle Advisors
Mercer Island,
Washington
|
$23.9M
|
+$307K
|
+8,058
|
+1%
|
|
|
15
|
Traphagen Investment Advisors
Oradell,
New Jersey
|
$23.8M
|
+$8.55M
|
+224,825
|
+62%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$20.6M
|
-$772K
|
-20,299
|
-4%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$19.5M
|
-$5.14M
|
-135,052
|
-22%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$18.7M
|
-$1.18M
|
-30,951
|
-6%
|
|
|
19
|
Concord Wealth Partners
Abingdon,
Virginia
|
$18.4M
|
-$30.9M
|
-811,088
|
-64%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$18M
|
+$399K
|
+10,499
|
+2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.9M
|
+$7.9M
|
+207,819
|
+88%
|
|
|
22
|
AE Wealth Management
Topeka,
Kansas
|
$17M
|
+$1.8M
|
+47,380
|
+13%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$16.8M
|
+$508K
|
+13,365
|
+3%
|
|
|
24
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$13.8M
|
-$40.5K
|
-1,065
|
-0.3%
|
|
|
25
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$13.7M
|
+$676K
|
+17,782
|
+6%
|
|
