|
1
|
Bank of America
Charlotte,
North Carolina
|
$185M
|
-$3.19M
|
-78,731
|
-2%
|
|
|
2
|
|
$143M
|
+$228K
|
+5,622
|
+0.2%
|
|
|
3
|
Linscomb Wealth
Houston,
Texas
|
$88.5M
|
-$4.75M
|
-117,052
|
-5%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$74M
|
-$1.24M
|
-30,604
|
-2%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$70M
|
+$4.63M
|
+114,143
|
+7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$65.8M
|
-$3.55M
|
-87,596
|
-5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$59M
|
-$50.4K
|
-1,242
|
-0.1%
|
|
|
8
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$47.3M
|
+$2.58M
|
+63,515
|
+6%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$41.6M
|
-$2.23M
|
-54,940
|
-5%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32M
|
+$703K
|
+17,343
|
+2%
|
|
|
11
|
AE Wealth Management
Topeka,
Kansas
|
$31M
|
+$2.44M
|
+60,151
|
+9%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.8M
|
+$1.31M
|
+32,358
|
+5%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$30.8M
|
+$834K
|
+20,572
|
+3%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$29.3M
|
-$2.59M
|
-63,933
|
-8%
|
|
|
15
|
Sandy Spring Bank
Olney,
Maryland
|
$25.4M
|
+$1.32M
|
+32,512
|
+6%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$24.3M
|
-$1M
|
-24,669
|
-4%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$23.1M
|
+$410K
|
+10,111
|
+2%
|
|
|
18
|
Cetera Advisor Networks
El Segundo,
California
|
$20.4M
|
-$19.2K
|
-473
|
-0.1%
|
|
|
19
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$20.4M
|
+$257K
|
+6,333
|
+1%
|
|
|
20
|
KeyBank National Association
Cleveland,
Ohio
|
$20.2M
|
-$723K
|
-17,838
|
-4%
|
|
|
21
|
Coldstream Capital Management
Bellevue,
Washington
|
$18.6M
|
-$2.3M
|
-56,785
|
-11%
|
|
|
22
|
Soltis Investment Advisors
St. George,
Utah
|
$18.4M
|
+$1.1M
|
+27,117
|
+7%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$17.7M
|
-$4.01M
|
-98,973
|
-19%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$17.5M
|
-$3.97M
|
-97,809
|
-19%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$17.3M
|
+$3.15M
|
+77,605
|
+23%
|
|
