|
1
|
Bank of America
Charlotte,
North Carolina
|
$243M
|
+$11.7M
|
+241,593
|
+5%
|
|
|
2
|
|
$119M
|
-$4.02M
|
-83,330
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$101M
|
+$605K
|
+12,521
|
+0.6%
|
|
|
4
|
Linscomb Wealth
Houston,
Texas
|
$91.8M
|
+$542K
|
+11,235
|
+0.6%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$89.6M
|
+$8.48M
|
+175,552
|
+11%
|
|
|
6
|
Creative Planning
Overland Park,
Kansas
|
$76.1M
|
-$520K
|
-10,764
|
-0.7%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$68.9M
|
-$6.74M
|
-139,646
|
-9%
|
|
|
8
|
Raymond James Financial
St Petersburg,
Florida
|
$56.5M
|
-$336K
|
-6,957
|
-0.6%
|
|
|
9
|
Jones Financial Companies
Des Peres,
Missouri
|
$54.4M
|
+$22.5M
|
+466,917
|
+75%
|
|
|
10
|
HighTower Advisors
Chicago,
Illinois
|
$50.6M
|
+$1.19M
|
+24,561
|
+2%
|
|
|
11
|
Wells Fargo
San Francisco,
California
|
$49.3M
|
-$2.89M
|
-59,859
|
-6%
|
|
|
12
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.6M
|
-$4.79M
|
-99,292
|
-12%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$28.1M
|
-$10.2M
|
-211,588
|
-27%
|
|
|
14
|
Kestra Advisory Services
Austin,
Texas
|
$28.1M
|
+$2.21M
|
+45,685
|
+9%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$26.5M
|
-$190K
|
-3,937
|
-0.7%
|
|
|
16
|
Coldstream Capital Management
Bellevue,
Washington
|
$26.2M
|
+$1.1M
|
+22,884
|
+5%
|
|
|
17
|
KeyBank National Association
Cleveland,
Ohio
|
$24.9M
|
+$424K
|
+8,789
|
+2%
|
|
|
18
|
IAG Wealth Partners
Waukesha,
Wisconsin
|
$23.6M
|
-$691K
|
-14,306
|
-3%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$22.6M
|
-$98.4K
|
-2,039
|
-0.5%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$20.4M
|
+$1.56M
|
+32,363
|
+9%
|
|
|
21
|
Atlantic Union Bankshares
Glen Allen,
Virginia
|
$19.6M
|
+$18.8M
|
+390,289
|
New
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$18.9M
|
+$666K
|
+13,802
|
+4%
|
|
|
23
|
Trajan Wealth
Scottsdale,
Arizona
|
$18.7M
|
-$857K
|
-17,759
|
-5%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.7M
|
-$1.51M
|
-31,226
|
-8%
|
|
|
25
|
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
|
$18M
|
+$1.13M
|
+23,301
|
+7%
|
|
