|
1
|
|
$159M
|
+$6.03M
|
+137,969
|
+4%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$136M
|
+$4.23M
|
+96,782
|
+3%
|
|
|
3
|
Linscomb Wealth
Houston,
Texas
|
$110M
|
+$2.27M
|
+52,018
|
+2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$67.6M
|
+$1.34M
|
+30,550
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$63.3M
|
+$3.72M
|
+85,145
|
+6%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$61.8M
|
+$4.14M
|
+94,572
|
+7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$55.5M
|
+$1.05M
|
+24,010
|
+2%
|
|
|
8
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$45.3M
|
+$2.24M
|
+51,123
|
+5%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$36.5M
|
+$812K
|
+18,562
|
+2%
|
|
|
10
|
Coldstream Capital Management
Bellevue,
Washington
|
$34M
|
+$6.64M
|
+151,758
|
+25%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.3M
|
+$430K
|
+9,835
|
+2%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$29M
|
+$1.13M
|
+25,889
|
+4%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.8M
|
+$302K
|
+6,917
|
+1%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.2M
|
+$3.51M
|
+80,214
|
+16%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$23.6M
|
-$598K
|
-13,678
|
-3%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$22.6M
|
+$559K
|
+12,791
|
+3%
|
|
|
17
|
Kestra Advisory Services
Austin,
Texas
|
$22.5M
|
+$3.6M
|
+82,298
|
+19%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.6M
|
+$1.87M
|
+42,677
|
+12%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$17.6M
|
+$1.78M
|
+40,694
|
+11%
|
|
|
20
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$16.7M
|
-$1.9M
|
-43,524
|
-10%
|
|
|
21
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$16.5M
|
+$500K
|
+11,428
|
+3%
|
|
|
22
|
Huntington National Bank
Columbus,
Ohio
|
$15.9M
|
–
|
–
|
–
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$15.7M
|
-$26.5K
|
-606
|
-0.2%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$14.5M
|
-$692K
|
-15,824
|
-2%
|
|
|
25
|
Sandy Spring Bank
Olney,
Maryland
|
$12.6M
|
+$8.03M
|
+183,517
|
+183%
|
|
