|
1
|
Bank of America
Charlotte,
North Carolina
|
$177M
|
-$2.72M
|
-63,804
|
-1%
|
|
|
2
|
|
$139M
|
-$622K
|
-14,581
|
-0.4%
|
|
|
3
|
Linscomb Wealth
Houston,
Texas
|
$81.7M
|
-$4.68M
|
-109,708
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$72.8M
|
+$9.06M
|
+212,568
|
+14%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$68.7M
|
-$3.51M
|
-82,264
|
-5%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$67.9M
|
-$299K
|
-7,003
|
-0.4%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$57.6M
|
+$180K
|
+4,225
|
+0.3%
|
|
|
8
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$45.1M
|
-$1.03M
|
-24,266
|
-2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$38.4M
|
-$2.16M
|
-50,724
|
-5%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.5M
|
+$2.59M
|
+60,794
|
+8%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$32.4M
|
+$1.3M
|
+30,487
|
+4%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$31.8M
|
+$1.67M
|
+39,092
|
+5%
|
|
|
13
|
Sandy Spring Bank
Olney,
Maryland
|
$24.8M
|
+$32.7K
|
+766
|
+0.1%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$24.1M
|
-$4.5M
|
-105,546
|
-15%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.8M
|
+$45.4K
|
+1,065
|
+0.2%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$22.3M
|
-$259K
|
-6,068
|
-1%
|
|
|
17
|
Coldstream Capital Management
Bellevue,
Washington
|
$21.5M
|
+$3.54M
|
+83,031
|
+19%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$21M
|
-$9.35M
|
-219,436
|
-30%
|
|
|
19
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$20.1M
|
+$221K
|
+5,173
|
+1%
|
|
|
20
|
Cetera Advisor Networks
El Segundo,
California
|
$19.2M
|
-$695K
|
-16,300
|
-3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$19.2M
|
+$2.21M
|
+51,923
|
+12%
|
|
|
22
|
KeyBank National Association
Cleveland,
Ohio
|
$18.8M
|
-$927K
|
-21,755
|
-5%
|
|
|
23
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.2M
|
+$1M
|
+23,535
|
+6%
|
|
|
24
|
Soltis Investment Advisors
St. George,
Utah
|
$18M
|
+$68.8K
|
+1,613
|
+0.4%
|
|
|
25
|
Rockefeller Capital Management
New York
|
$17.1M
|
+$280K
|
+6,573
|
+2%
|
|
