|
1
|
Bank of America
Charlotte,
North Carolina
|
$224M
|
-$7.04M
|
-144,059
|
-3%
|
|
|
2
|
|
$126M
|
+$29.6K
|
+606
|
+0%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$123M
|
+$25.8M
|
+528,175
|
+28%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$95.1M
|
-$730K
|
-14,927
|
-0.8%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$82.5M
|
-$2.37M
|
-48,420
|
-3%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$80.5M
|
-$2.05M
|
-41,932
|
-3%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$74.2M
|
+$3.56M
|
+72,874
|
+5%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$55.2M
|
+$486K
|
+9,942
|
+0.9%
|
|
|
9
|
Financial Planning & Information Services
De Pere,
Wisconsin
|
$44.4M
|
-$5.37M
|
-109,971
|
-11%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$41.2M
|
-$2.71M
|
-55,550
|
-6%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.6M
|
+$842K
|
+17,225
|
+2%
|
|
|
12
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$37.4M
|
+$757K
|
+15,484
|
+2%
|
|
|
13
|
Sandy Spring Bank
Olney,
Maryland
|
$29.8M
|
-$469K
|
-9,597
|
-2%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$27.8M
|
-$320K
|
-6,539
|
-1%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.6M
|
-$237K
|
-4,850
|
-0.9%
|
|
|
16
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$25M
|
+$50.3K
|
+1,029
|
+0.2%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$24.1M
|
+$1.01M
|
+20,730
|
+5%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$22.8M
|
-$2.11M
|
-43,187
|
-9%
|
|
|
19
|
Trajan Wealth
Scottsdale,
Arizona
|
$22.5M
|
+$149K
|
+3,050
|
+0.7%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$21.9M
|
-$513K
|
-10,488
|
-2%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.9M
|
+$622K
|
+12,736
|
+3%
|
|
|
22
|
Kestra Advisory Services
Austin,
Texas
|
$17.6M
|
-$484K
|
-9,895
|
-3%
|
|
|
23
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$17.5M
|
+$429K
|
+8,779
|
+3%
|
|
|
24
|
MAI Capital Management
Independence,
Ohio
|
$17M
|
-$548K
|
-11,222
|
-3%
|
|
|
25
|
Huntington National Bank
Columbus,
Ohio
|
$16.9M
|
–
|
–
|
–
|
|
