|
1
|
|
$168M
|
+$28.9M
|
+407,990
|
+21%
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$122M
|
+$120M
|
+1,701,149
|
New
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$77.7M
|
+$17.8M
|
+251,019
|
+30%
|
|
|
4
|
Parcion Private Wealth
Bellevue,
Washington
|
$50.7M
|
+$50.2M
|
+708,892
|
New
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$44.5M
|
-$2.43M
|
-34,384
|
-5%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$40.6M
|
+$2.21M
|
+31,265
|
+6%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$39M
|
-$1.92M
|
-27,077
|
-5%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$38.5M
|
+$1.71M
|
+24,184
|
+5%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.1M
|
+$1.23M
|
+17,349
|
+4%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$29M
|
+$11.2M
|
+158,496
|
+64%
|
|
|
11
|
Bouchey Financial Group
Troy,
New York
|
$25.4M
|
+$25.1M
|
+355,247
|
New
|
|
|
12
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$23.4M
|
+$13.8M
|
+195,474
|
+149%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.6M
|
+$6.95M
|
+98,163
|
+48%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$19.5M
|
+$1.38M
|
+19,435
|
+8%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$16.1M
|
+$2M
|
+28,306
|
+14%
|
|
|
16
|
Investment Management of Virginia
Richmond,
Virginia
|
$15.6M
|
+$2.72M
|
+38,478
|
+21%
|
|
|
17
|
Connectus Wealth
Cincinnati,
Ohio
|
$14.6M
|
+$104K
|
+1,464
|
+0.7%
|
|
|
18
|
Toth Financial Advisory
Leesburg,
Virginia
|
$13.6M
|
+$809K
|
+11,427
|
+6%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.5M
|
+$760K
|
+10,736
|
+7%
|
|
|
20
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$11.4M
|
+$10.5M
|
+147,987
|
+1,379%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$9.02M
|
+$1.11M
|
+15,725
|
+14%
|
|
|
22
|
New England Guild Wealth Advisors
Avon,
Connecticut
|
$8.44M
|
+$493K
|
+6,967
|
+6%
|
|
|
23
|
Summit Wealth Partners
Orlando,
Florida
|
$7.72M
|
+$115K
|
+1,628
|
+2%
|
|
|
24
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$7.22M
|
+$2.44M
|
+34,525
|
+52%
|
|
|
25
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$7.14M
|
+$6.77M
|
+95,691
|
New
|
|
