|
1
|
|
$130M
|
-$3.38M
|
-82,000
|
-2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$130M
|
+$5.13M
|
+124,692
|
+4%
|
|
|
3
|
Linscomb Wealth
Houston,
Texas
|
$86M
|
-$687K
|
-16,677
|
-0.7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$63.9M
|
+$7.26M
|
+176,470
|
+12%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$58M
|
+$3.9M
|
+94,709
|
+7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$52.2M
|
-$1.5M
|
-36,448
|
-3%
|
|
|
7
|
LPL Financial
San Diego,
California
|
$47.6M
|
-$4M
|
-97,201
|
-7%
|
|
|
8
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$39.1M
|
+$900K
|
+21,852
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$32M
|
+$278K
|
+6,756
|
+0.8%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$28.4M
|
-$404K
|
-9,819
|
-1%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$26.3M
|
+$1.3M
|
+31,691
|
+5%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$24.7M
|
+$6.93M
|
+168,305
|
+35%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$24.3M
|
-$16.2M
|
-393,078
|
-38%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23.8M
|
-$660K
|
-16,039
|
-2%
|
|
|
15
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$23.5M
|
-$911K
|
-22,140
|
-3%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$21M
|
-$1.17M
|
-28,445
|
-5%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$19.6M
|
+$212K
|
+5,156
|
+1%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.3M
|
+$1.98M
|
+48,019
|
+12%
|
|
|
19
|
Sandy Spring Bank
Olney,
Maryland
|
$16.9M
|
+$2.46M
|
+59,680
|
+15%
|
|
|
20
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$16.4M
|
+$1.26M
|
+30,541
|
+8%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$16.3M
|
+$593K
|
+14,411
|
+3%
|
|
|
22
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$14.3M
|
+$162K
|
+3,932
|
+1%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.7M
|
-$160K
|
-3,893
|
-1%
|
|
|
24
|
Huntington National Bank
Columbus,
Ohio
|
$12.7M
|
–
|
–
|
–
|
|
|
25
|
Cetera Advisor Networks
El Segundo,
California
|
$12M
|
+$1.61M
|
+39,080
|
+14%
|
|
