|
1
|
|
$160M
|
-$6.9M
|
-99,385
|
-4%
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$143M
|
+$10.2M
|
+146,672
|
+8%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$82.8M
|
+$785K
|
+11,312
|
+1%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$52.3M
|
+$3.45M
|
+49,647
|
+7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$46.9M
|
-$521K
|
-7,502
|
-1%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$37.1M
|
+$500K
|
+7,202
|
+1%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$32.2M
|
-$3.92M
|
-56,409
|
-11%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.9M
|
+$1.81M
|
+26,075
|
+6%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$29.3M
|
-$2.68M
|
-38,656
|
-8%
|
|
|
10
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$28.4M
|
+$5.65M
|
+81,385
|
+25%
|
|
|
11
|
Parcion Private Wealth
Bellevue,
Washington
|
$27.9M
|
-$24.2M
|
-348,599
|
-47%
|
|
|
12
|
Bouchey Financial Group
Troy,
New York
|
$27.1M
|
+$1.57M
|
+22,655
|
+6%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.3M
|
-$5.17M
|
-74,487
|
-17%
|
|
|
14
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$19.6M
|
+$328K
|
+4,717
|
+2%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.5M
|
+$370K
|
+5,327
|
+2%
|
|
|
16
|
Pinnacle Associates
New York
|
$14.7M
|
+$14.5M
|
+209,119
|
New
|
|
|
17
|
Toth Financial Advisory
Leesburg,
Virginia
|
$13.9M
|
+$142K
|
+2,041
|
+1%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$13.4M
|
-$18.5K
|
-267
|
-0.1%
|
|
|
19
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$12.8M
|
+$27.9K
|
+402
|
+0.2%
|
|
|
20
|
Stifel Financial
St. Louis,
Missouri
|
$8.83M
|
-$1.01M
|
-14,521
|
-10%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.7M
|
+$760K
|
+10,942
|
+10%
|
|
|
22
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$8.19M
|
-$72.6K
|
-1,045
|
-0.9%
|
|
|
23
|
Summit Wealth Partners
Orlando,
Florida
|
$7.2M
|
-$42.9K
|
-618
|
-0.6%
|
|
|
24
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$6.66M
|
+$6.53M
|
+94,020
|
New
|
|
|
25
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$5.5M
|
-$1.22M
|
-17,583
|
-18%
|
|
