|
1
|
|
$138M
|
-$1.28M
|
-30,360
|
-0.8%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$129M
|
+$11.3M
|
+267,393
|
+9%
|
|
|
3
|
Linscomb Wealth
Houston,
Texas
|
$89.7M
|
-$7.1M
|
-168,453
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$59.2M
|
-$41.8K
|
-991
|
-0.1%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$56.3M
|
+$2.25M
|
+53,341
|
+4%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$56M
|
+$449K
|
+10,647
|
+0.7%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$53.1M
|
+$4.69M
|
+111,176
|
+9%
|
|
|
8
|
AE Wealth Management
Topeka,
Kansas
|
$40.5M
|
+$16.2M
|
+384,649
|
+59%
|
|
|
9
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$39.6M
|
-$123K
|
-2,916
|
-0.3%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$32.8M
|
+$852K
|
+20,201
|
+2%
|
|
|
11
|
Osaic Holdings
Scottsdale,
Arizona
|
$30M
|
+$90.5K
|
+2,146
|
+0.3%
|
|
|
12
|
Coldstream Capital Management
Bellevue,
Washington
|
$28.6M
|
-$1.29M
|
-30,650
|
-4%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26M
|
+$274K
|
+6,488
|
+1%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$25.3M
|
+$8.9K
|
+211
|
+0%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$25.2M
|
+$4.85M
|
+115,085
|
+22%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.9M
|
+$818K
|
+19,404
|
+3%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$20.1M
|
+$307K
|
+7,282
|
+1%
|
|
|
18
|
Kestra Advisory Services
Austin,
Texas
|
$18.9M
|
-$876K
|
-20,782
|
-4%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$16.3M
|
+$923K
|
+21,887
|
+6%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$16M
|
+$2.4M
|
+56,931
|
+16%
|
|
|
21
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$15.8M
|
+$1.4M
|
+33,276
|
+9%
|
|
|
22
|
Sandy Spring Bank
Olney,
Maryland
|
$15.1M
|
+$4.38M
|
+103,985
|
+37%
|
|
|
23
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$14.7M
|
+$51.9K
|
+1,231
|
+0.3%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.3M
|
-$1.29M
|
-30,654
|
-8%
|
|
|
25
|
Huntington National Bank
Columbus,
Ohio
|
$14M
|
–
|
–
|
–
|
|
