|
1
|
|
$146M
|
-$5.36M
|
-76,552
|
-3%
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$139M
|
+$2.61M
|
+37,294
|
+2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$75M
|
-$3.76M
|
-53,677
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$52.9M
|
+$3.44M
|
+49,148
|
+7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$40.4M
|
-$4.35M
|
-62,151
|
-9%
|
|
|
6
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$35.8M
|
+$542K
|
+7,735
|
+1%
|
|
|
7
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$33.2M
|
+$6.58M
|
+93,957
|
+23%
|
|
|
8
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$30.5M
|
+$1.28M
|
+18,272
|
+4%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$29.7M
|
-$900K
|
-12,856
|
-3%
|
|
|
10
|
Bouchey Financial Group
Troy,
New York
|
$28.9M
|
+$3.28M
|
+46,817
|
+12%
|
|
|
11
|
Parcion Private Wealth
Bellevue,
Washington
|
$26.4M
|
-$102K
|
-1,455
|
-0.4%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$23.1M
|
+$11.5M
|
+164,143
|
+90%
|
|
|
13
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$22.6M
|
-$2.46M
|
-35,143
|
-9%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$22.2M
|
-$5.84M
|
-83,478
|
-20%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$18.8M
|
+$4.3M
|
+61,389
|
+28%
|
|
|
16
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$18.6M
|
-$43.8K
|
-626
|
-0.2%
|
|
|
17
|
Pinnacle Associates
New York
|
$13.4M
|
-$633K
|
-9,042
|
-4%
|
|
|
18
|
Toth Financial Advisory
Leesburg,
Virginia
|
$13.2M
|
-$56.4K
|
-806
|
-0.4%
|
|
|
19
|
Raymond James & Associates
St Petersburg,
Florida
|
$11.5M
|
-$1.28M
|
-18,278
|
-10%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.78M
|
+$543K
|
+7,753
|
+6%
|
|
|
21
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$7.84M
|
+$70.4K
|
+1,005
|
+0.9%
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$7.11M
|
-$1.34M
|
-19,188
|
-15%
|
|
|
23
|
Summit Wealth Partners
Orlando,
Florida
|
$7.04M
|
+$219K
|
+3,130
|
+3%
|
|
|
24
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$5.93M
|
+$6.22M
|
+88,900
|
New
|
|
|
25
|
Kraft Davis & Associates
St. Louis,
Missouri
|
$5.87M
|
-$241K
|
-3,446
|
-4%
|
|
