|
1
|
Bank of America
Charlotte,
North Carolina
|
$183M
|
+$8.18M
|
+192,466
|
+5%
|
|
|
2
|
|
$139M
|
-$2.31M
|
-54,370
|
-2%
|
|
|
3
|
Linscomb Wealth
Houston,
Texas
|
$91M
|
-$2.02M
|
-47,609
|
-2%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$73.4M
|
+$3.53M
|
+83,031
|
+5%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$67.7M
|
+$7.38M
|
+173,660
|
+12%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$63.6M
|
-$2.98M
|
-70,008
|
-4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$57.5M
|
-$1.04M
|
-24,547
|
-2%
|
|
|
8
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$43.5M
|
+$564K
|
+13,268
|
+1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$42.8M
|
-$1.16M
|
-27,214
|
-3%
|
|
|
10
|
Osaic Holdings
Scottsdale,
Arizona
|
$30.9M
|
-$753K
|
-17,728
|
-2%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.5M
|
+$1.15M
|
+27,170
|
+4%
|
|
|
12
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$29.1M
|
+$1.79M
|
+42,014
|
+6%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$28.7M
|
+$1.94M
|
+45,600
|
+7%
|
|
|
14
|
AE Wealth Management
Topeka,
Kansas
|
$27.7M
|
+$1.55M
|
+36,492
|
+6%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.7M
|
-$4.41M
|
-103,680
|
-15%
|
|
|
16
|
Sandy Spring Bank
Olney,
Maryland
|
$23.5M
|
+$2.08M
|
+48,986
|
+9%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$22.1M
|
+$282K
|
+6,628
|
+1%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.3M
|
-$118K
|
-2,773
|
-0.5%
|
|
|
19
|
Envestnet Asset Management
Chicago,
Illinois
|
$21M
|
+$7.84M
|
+184,560
|
+56%
|
|
|
20
|
Coldstream Capital Management
Bellevue,
Washington
|
$20.5M
|
-$2.24M
|
-52,603
|
-10%
|
|
|
21
|
KeyBank National Association
Cleveland,
Ohio
|
$20.4M
|
+$858K
|
+20,197
|
+4%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$19.9M
|
+$520K
|
+12,240
|
+3%
|
|
|
23
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$19.6M
|
+$491K
|
+11,553
|
+2%
|
|
|
24
|
Soltis Investment Advisors
St. George,
Utah
|
$16.9M
|
+$210K
|
+4,930
|
+1%
|
|
|
25
|
JNBA Financial Advisors
Bloomington,
Minnesota
|
$15.7M
|
+$109K
|
+2,558
|
+0.7%
|
|
