|
1
|
Bank of America
Charlotte,
North Carolina
|
$614M
|
+$19.3M
|
+1,703,060
|
+3%
|
|
|
2
|
Wells Fargo
San Francisco,
California
|
$161M
|
+$16.4M
|
+1,441,572
|
+11%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$148M
|
+$44M
|
+3,873,994
|
+42%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$142M
|
+$4.97M
|
+437,897
|
+4%
|
|
|
5
|
|
$115M
|
-$16.7M
|
-1,471,560
|
-13%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$60M
|
+$1.72M
|
+151,400
|
+3%
|
|
|
7
|
Bessemer Group
Woodbridge,
New Jersey
|
$57.9M
|
+$57.8M
|
+5,091,215
|
New
|
|
|
8
|
Allworth Financial
Folsom,
California
|
$40.7M
|
-$9.98M
|
-879,489
|
-20%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$39.5M
|
+$318K
|
+28,050
|
+0.8%
|
|
|
10
|
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
|
$29M
|
-$610K
|
-53,740
|
-2%
|
|
|
11
|
Huntington National Bank
Columbus,
Ohio
|
$27.8M
|
–
|
–
|
–
|
|
|
12
|
Osaic Holdings
Scottsdale,
Arizona
|
$26.9M
|
+$3.6M
|
+317,040
|
+15%
|
|
|
13
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$24.5M
|
-$719K
|
-63,340
|
-3%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$23.4M
|
+$12.1M
|
+1,068,538
|
+108%
|
|
|
15
|
Stonebridge Advisors
Wilton,
Connecticut
|
$21.2M
|
+$8.61M
|
+758,379
|
+69%
|
|
|
16
|
|
$21M
|
+$1.93M
|
+169,689
|
+10%
|
|
|
17
|
Rockefeller Capital Management
New York
|
$18.2M
|
+$680K
|
+59,947
|
+4%
|
|
|
18
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$17.2M
|
+$562K
|
+49,547
|
+3%
|
|
|
19
|
Iowa State Bank
Urbandale,
Iowa
|
$16.2M
|
+$345K
|
+30,405
|
+2%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$15.7M
|
+$316K
|
+27,891
|
+2%
|
|
|
21
|
Intrepid Financial Planning Group
Carmel,
Indiana
|
$15.2M
|
-$308K
|
-27,109
|
-2%
|
|
|
22
|
Advisors Management Group
La Crosse,
Wisconsin
|
$12.5M
|
+$100K
|
+8,848
|
+0.8%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$12M
|
+$549K
|
+48,386
|
+5%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$11.2M
|
+$69.8K
|
+6,148
|
+0.6%
|
|
|
25
|
Avantax Planning Partners
Dubuque,
Iowa
|
$10.5M
|
+$178K
|
+15,648
|
+2%
|
|
