|
1
|
|
$174M
|
+$12M
|
+174,847
|
+8%
|
|
|
2
|
Coldstream Capital Management
Bellevue,
Washington
|
$153M
|
+$155K
|
+2,270
|
+0.1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$76.7M
|
-$5.61M
|
-81,950
|
-7%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$51M
|
-$6.81M
|
-99,417
|
-13%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$44.1M
|
-$477K
|
-6,968
|
-1%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$38.8M
|
+$2.02M
|
+29,479
|
+6%
|
|
|
7
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$38.4M
|
-$939K
|
-13,715
|
-3%
|
|
|
8
|
Parcion Private Wealth
Bellevue,
Washington
|
$31.1M
|
+$1.92M
|
+28,030
|
+7%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$29.9M
|
-$2.62M
|
-38,228
|
-9%
|
|
|
10
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$27.9M
|
-$5.39M
|
-78,731
|
-17%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.6M
|
+$567K
|
+8,282
|
+2%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$22M
|
-$2.36M
|
-34,496
|
-10%
|
|
|
13
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$21.2M
|
+$675K
|
+9,851
|
+4%
|
|
|
14
|
Osaic Holdings
Scottsdale,
Arizona
|
$15.6M
|
-$4.78M
|
-69,785
|
-25%
|
|
|
15
|
|
$14.7M
|
+$13.4M
|
+195,885
|
+4,492%
|
|
|
16
|
Toth Financial Advisory
Leesburg,
Virginia
|
$14.4M
|
-$105K
|
-1,527
|
-0.8%
|
|
|
17
|
Pinnacle Associates
New York
|
$14M
|
-$625K
|
-9,132
|
-5%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$12.5M
|
-$151K
|
-2,200
|
-1%
|
|
|
19
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$8.68M
|
-$933K
|
-13,629
|
-10%
|
|
|
20
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$8.54M
|
-$96.2K
|
-1,405
|
-1%
|
|
|
21
|
Stifel Financial
St. Louis,
Missouri
|
$8.23M
|
+$368K
|
+5,378
|
+5%
|
|
|
22
|
Summit Wealth Partners
Orlando,
Florida
|
$7.01M
|
-$699K
|
-10,211
|
-10%
|
|
|
23
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$6.45M
|
-$84.3K
|
-1,231
|
-1%
|
|
|
24
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$5.98M
|
+$643K
|
+9,396
|
+13%
|
|
|
25
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$5.5M
|
+$53.1K
|
+775
|
+1%
|
|
