|
1
|
Bank of America
Charlotte,
North Carolina
|
$176M
|
+$34.3M
|
+828,520
|
+24%
|
|
|
2
|
|
$142M
|
-$490K
|
-11,856
|
-0.3%
|
|
|
3
|
Linscomb Wealth
Houston,
Texas
|
$93.4M
|
-$608K
|
-14,690
|
-0.6%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$70.2M
|
+$438K
|
+10,589
|
+0.6%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$66.7M
|
+$3.37M
|
+81,473
|
+5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$60.8M
|
+$8.86M
|
+214,176
|
+17%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$58.7M
|
+$1.2M
|
+29,029
|
+2%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$44.1M
|
+$9.19M
|
+222,182
|
+26%
|
|
|
9
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$43.1M
|
+$446K
|
+10,790
|
+1%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$31.9M
|
+$929K
|
+22,457
|
+3%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$29.5M
|
+$726K
|
+17,555
|
+3%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29.1M
|
+$6.17M
|
+149,115
|
+27%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$27.5M
|
+$1.83M
|
+44,348
|
+7%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27M
|
+$964K
|
+23,304
|
+4%
|
|
|
15
|
AE Wealth Management
Topeka,
Kansas
|
$26.3M
|
-$212K
|
-5,116
|
-0.8%
|
|
|
16
|
Coldstream Capital Management
Bellevue,
Washington
|
$22.7M
|
+$22.8M
|
+552,398
|
New
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$21.9M
|
+$493K
|
+11,929
|
+2%
|
|
|
18
|
Sandy Spring Bank
Olney,
Maryland
|
$21.5M
|
+$3.14M
|
+75,951
|
+17%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.5M
|
+$2.61M
|
+63,150
|
+14%
|
|
|
20
|
Kestra Advisory Services
Austin,
Texas
|
$20.6M
|
-$6.35M
|
-153,421
|
-23%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$19.7M
|
+$1.92M
|
+46,338
|
+11%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$19.5M
|
+$6.39M
|
+154,446
|
+48%
|
|
|
23
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$19.2M
|
+$1.31M
|
+31,709
|
+7%
|
|
|
24
|
Soltis Investment Advisors
St. George,
Utah
|
$16.7M
|
+$4.55M
|
+110,114
|
+37%
|
|
|
25
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$15.7M
|
+$21.9K
|
+529
|
+0.1%
|
|
