|
1
|
Bank of America
Charlotte,
North Carolina
|
$230M
|
+$6.53M
|
+124,581
|
+3%
|
|
|
2
|
|
$127M
|
+$1.84M
|
+35,141
|
+1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$106M
|
-$17.2M
|
-328,785
|
-14%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$93.7M
|
-$1.09M
|
-20,836
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$81.3M
|
-$973K
|
-18,557
|
-1%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$79.5M
|
-$723K
|
-13,785
|
-0.9%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$75M
|
+$1.02M
|
+19,514
|
+1%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$57.9M
|
+$59.5M
|
+1,135,252
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$55.8M
|
+$755K
|
+14,390
|
+1%
|
|
|
10
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$42.7M
|
+$1.69M
|
+32,295
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.6M
|
+$141K
|
+2,690
|
+0.4%
|
|
|
12
|
Kestra Advisory Services
Austin,
Texas
|
$27.8M
|
+$10.5M
|
+201,066
|
+59%
|
|
|
13
|
Coldstream Capital Management
Bellevue,
Washington
|
$26.9M
|
-$775K
|
-14,767
|
-3%
|
|
|
14
|
Sandy Spring Bank
Olney,
Maryland
|
$26.8M
|
-$3.03M
|
-57,806
|
-10%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.3M
|
-$268K
|
-5,118
|
-1%
|
|
|
16
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$24.4M
|
-$558K
|
-10,632
|
-2%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$24.4M
|
+$319K
|
+6,086
|
+1%
|
|
|
18
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$23.2M
|
+$474K
|
+9,030
|
+2%
|
|
|
19
|
Trajan Wealth
Scottsdale,
Arizona
|
$22M
|
-$470K
|
-8,967
|
-2%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$21.4M
|
+$5.68M
|
+108,367
|
+35%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$20.4M
|
-$467K
|
-8,904
|
-2%
|
|
|
22
|
MAI Capital Management
Independence,
Ohio
|
$17.1M
|
+$125K
|
+2,386
|
+0.7%
|
|
|
23
|
Huntington National Bank
Columbus,
Ohio
|
$17.1M
|
–
|
–
|
–
|
|
|
24
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$16.5M
|
+$17M
|
+324,471
|
New
|
|
|
25
|
Melone Private Wealth
Auburn Hills,
Michigan
|
$16.4M
|
-$1.08M
|
-20,521
|
-6%
|
|
