|
1
|
Bank of America
Charlotte,
North Carolina
|
$212M
|
-$158K
|
-3,346
|
-0.1%
|
|
|
2
|
|
$115M
|
-$7.05M
|
-149,147
|
-6%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$88M
|
+$3.5M
|
+74,113
|
+4%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$87.7M
|
-$1.2M
|
-25,483
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$77.7M
|
+$78.5M
|
+1,661,116
|
New
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$75.6M
|
+$347K
|
+7,344
|
+0.5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$64.5M
|
-$880K
|
-18,622
|
-1%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$50M
|
+$6.01M
|
+127,165
|
+13%
|
|
|
9
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$45.7M
|
-$791K
|
-16,741
|
-2%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$40.3M
|
-$1.36M
|
-28,670
|
-3%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$34.5M
|
-$390K
|
-8,259
|
-1%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$33.5M
|
-$988K
|
-20,896
|
-3%
|
|
|
13
|
AE Wealth Management
Topeka,
Kansas
|
$31.6M
|
+$402K
|
+8,514
|
+1%
|
|
|
14
|
Sandy Spring Bank
Olney,
Maryland
|
$27.7M
|
-$311K
|
-6,574
|
-1%
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
$25.7M
|
-$97.7K
|
-2,067
|
-0.4%
|
|
|
16
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$24.6M
|
+$539K
|
+11,411
|
+2%
|
|
|
17
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$22.9M
|
+$436K
|
+9,222
|
+2%
|
|
|
18
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$22.9M
|
-$205K
|
-4,334
|
-0.9%
|
|
|
19
|
KeyBank National Association
Cleveland,
Ohio
|
$21.1M
|
+$123K
|
+2,608
|
+0.6%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$20.5M
|
-$164K
|
-3,460
|
-0.8%
|
|
|
21
|
Trajan Wealth
Scottsdale,
Arizona
|
$20.4M
|
-$454K
|
-9,611
|
-2%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.5M
|
-$937K
|
-19,833
|
-5%
|
|
|
23
|
Kestra Advisory Services
Austin,
Texas
|
$16.5M
|
+$514K
|
+10,871
|
+3%
|
|
|
24
|
|
$16.1M
|
-$50.5K
|
-1,069
|
-0.3%
|
|
|
25
|
MAI Capital Management
Independence,
Ohio
|
$16.1M
|
-$524K
|
-11,076
|
-3%
|
|
