|
1
|
|
$152M
|
+$5.3M
|
+121,489
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$131M
|
+$11M
|
+251,248
|
+9%
|
|
|
3
|
Linscomb Wealth
Houston,
Texas
|
$107M
|
-$163K
|
-3,737
|
-0.2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$66.1M
|
+$1.2M
|
+27,409
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$59.4M
|
+$2.29M
|
+52,478
|
+4%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$57.5M
|
+$1.29M
|
+29,557
|
+2%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$54.4M
|
+$1.24M
|
+28,469
|
+2%
|
|
|
8
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$42.9M
|
+$1.64M
|
+37,539
|
+4%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$35.6M
|
-$7.13M
|
-163,379
|
-17%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$34.6M
|
-$1.26M
|
-28,941
|
-4%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$28.8M
|
-$619K
|
-14,182
|
-2%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.4M
|
-$1.99M
|
-45,657
|
-7%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$27.8M
|
+$2.92M
|
+66,979
|
+12%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$27.2M
|
+$579K
|
+13,274
|
+2%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$24.2M
|
-$278K
|
-6,360
|
-1%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$22M
|
+$663K
|
+15,195
|
+3%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21.6M
|
+$640K
|
+14,670
|
+3%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$18.8M
|
-$2.21M
|
-50,679
|
-11%
|
|
|
19
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$18.6M
|
+$1.2M
|
+27,443
|
+7%
|
|
|
20
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$16M
|
+$752K
|
+17,227
|
+5%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$15.7M
|
+$955K
|
+21,895
|
+7%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.7M
|
-$4.7M
|
-107,638
|
-23%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.7M
|
+$922K
|
+21,128
|
+6%
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$15.6M
|
-$1.29M
|
-29,500
|
Closed
|
|
|
25
|
IHT Wealth Management
Chicago,
Illinois
|
$14.7M
|
+$14.1M
|
+324,069
|
+4,109%
|
|
