|
1
|
Bank of America
Charlotte,
North Carolina
|
$221M
|
+$13M
|
+284,495
|
+7%
|
|
|
2
|
|
$127M
|
-$1.57M
|
-34,233
|
-1%
|
|
|
3
|
Linscomb Wealth
Houston,
Texas
|
$92.7M
|
-$1.06M
|
-23,092
|
-1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$88.1M
|
+$2.05M
|
+44,782
|
+3%
|
|
|
5
|
Creative Planning
Overland Park,
Kansas
|
$78.4M
|
-$2.25M
|
-49,155
|
-3%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$68.1M
|
-$1.2M
|
-26,142
|
-2%
|
|
|
7
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$48.5M
|
-$1.47M
|
-32,069
|
-3%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$46M
|
-$2.32M
|
-50,656
|
-5%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$43.4M
|
+$4.25M
|
+92,709
|
+12%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$36.3M
|
-$668K
|
-14,561
|
-2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$36M
|
-$1.64M
|
-35,718
|
-5%
|
|
|
12
|
AE Wealth Management
Topeka,
Kansas
|
$32.6M
|
-$5.43M
|
-118,393
|
-15%
|
|
|
13
|
Sandy Spring Bank
Olney,
Maryland
|
$29.2M
|
+$51.4K
|
+1,121
|
+0.2%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$26.9M
|
-$420K
|
-9,163
|
-2%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$25.1M
|
+$20M
|
+436,725
|
+562%
|
|
|
16
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$24M
|
+$219K
|
+4,784
|
+1%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$23.4M
|
-$1.89M
|
-41,306
|
-8%
|
|
|
18
|
KeyBank National Association
Cleveland,
Ohio
|
$21.9M
|
-$23.8K
|
-520
|
-0.1%
|
|
|
19
|
Trajan Wealth
Scottsdale,
Arizona
|
$21.8M
|
+$20.5M
|
+446,561
|
New
|
|
|
20
|
Rockefeller Capital Management
New York
|
$21.7M
|
-$108K
|
-2,365
|
-0.5%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.5M
|
+$341K
|
+7,443
|
+2%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$20.5M
|
-$2.95M
|
-64,280
|
-13%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.3M
|
-$2.24M
|
-48,930
|
-11%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$17.3M
|
+$425K
|
+9,258
|
+3%
|
|
|
25
|
|
$16.9M
|
-$244K
|
-5,323
|
-2%
|
|
