|
1
|
Bank of America
Charlotte,
North Carolina
|
$229M
|
+$5.52M
|
+108,267
|
+2%
|
|
|
2
|
|
$122M
|
-$1.67M
|
-32,750
|
-1%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$99.3M
|
-$3.85M
|
-75,603
|
-4%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$90.1M
|
-$974K
|
-19,120
|
-1%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$79.9M
|
+$942K
|
+18,490
|
+1%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$75.7M
|
-$1.6M
|
-31,338
|
-2%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$75.1M
|
+$2.26M
|
+44,292
|
+3%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$56.2M
|
-$52.1K
|
-1,022
|
-0.1%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$51.6M
|
-$2.62M
|
-51,483
|
-5%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$48.8M
|
+$41.9M
|
+821,578
|
+503%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$42.1M
|
+$556K
|
+10,916
|
+1%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$38.2M
|
+$769K
|
+15,085
|
+2%
|
|
|
13
|
Jones Financial Companies
Des Peres,
Missouri
|
$30.5M
|
+$10.2M
|
+200,741
|
+48%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.4M
|
+$903K
|
+17,708
|
+3%
|
|
|
15
|
Kestra Advisory Services
Austin,
Texas
|
$25.5M
|
-$1.52M
|
-29,890
|
-5%
|
|
|
16
|
Coldstream Capital Management
Bellevue,
Washington
|
$24.7M
|
-$1.49M
|
-29,202
|
-6%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$24.2M
|
+$526K
|
+10,322
|
+2%
|
|
|
18
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$24M
|
+$296K
|
+5,810
|
+1%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$22.4M
|
-$115K
|
-2,263
|
-0.5%
|
|
|
20
|
Sandy Spring Bank
Olney,
Maryland
|
$21.4M
|
-$4.71M
|
-92,358
|
-18%
|
|
|
21
|
Osaic Holdings
Scottsdale,
Arizona
|
$20M
|
+$11M
|
+216,260
|
+116%
|
|
|
22
|
Trajan Wealth
Scottsdale,
Arizona
|
$19.3M
|
-$2.08M
|
-40,719
|
-9%
|
|
|
23
|
Mercer Global Advisors
Denver,
Colorado
|
$18.4M
|
+$3.86M
|
+75,740
|
+25%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$18M
|
-$1.85M
|
-36,347
|
-9%
|
|
|
25
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$16.7M
|
+$611K
|
+11,992
|
+4%
|
|
