|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$192M
|
+$4.63M
|
+58,985
|
+3%
|
|
|
2
|
|
$189M
|
-$368K
|
-4,678
|
-0.2%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$65.9M
|
-$6.83M
|
-86,983
|
-10%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$53M
|
-$1.46M
|
-18,613
|
-3%
|
|
|
5
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$47.6M
|
+$1.24M
|
+15,723
|
+3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$39M
|
-$5.49M
|
-69,890
|
-13%
|
|
|
7
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$34.6M
|
+$1.8M
|
+22,854
|
+6%
|
|
|
8
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$30.1M
|
-$2.66M
|
-33,889
|
-8%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$25M
|
-$8.71M
|
-110,865
|
-27%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$24.2M
|
-$55.6K
|
-707
|
-0.2%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.4M
|
-$980K
|
-12,468
|
-4%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$18.2M
|
-$1.88M
|
-23,929
|
-10%
|
|
|
13
|
Toth Financial Advisory
Leesburg,
Virginia
|
$16.3M
|
-$294K
|
-3,744
|
-2%
|
|
|
14
|
|
$16M
|
+$1.57M
|
+19,935
|
+11%
|
|
|
15
|
Pinnacle Associates
New York
|
$14M
|
+$7.3M
|
+92,931
|
+95%
|
|
|
16
|
Ameriprise
Minneapolis,
Minnesota
|
$11.2M
|
+$179K
|
+2,278
|
+2%
|
|
|
17
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.9M
|
-$2.89M
|
-36,718
|
-22%
|
|
|
18
|
&Partners
Nashville,
Tennessee
|
$10.6M
|
+$10.2M
|
+129,514
|
New
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$8.49M
|
-$452K
|
-5,749
|
-5%
|
|
|
20
|
LMG Wealth Partners
Shreveport,
Louisiana
|
$8.26M
|
+$313K
|
+3,989
|
+4%
|
|
|
21
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.67M
|
+$12.5K
|
+159
|
+0.2%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.62M
|
-$25.2K
|
-321
|
-0.4%
|
|
|
23
|
FAS Wealth Partners
Leawood,
Kansas
|
$6.36M
|
+$648K
|
+8,245
|
+12%
|
|
|
24
|
Smith, Moore & Co
Clayton,
Missouri
|
$6.22M
|
+$156K
|
+1,984
|
+3%
|
|
|
25
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.97M
|
–
|
–
|
–
|
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