|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$197M
|
+$8M
|
+95,875
|
+4%
|
|
|
2
|
|
$186M
|
-$287K
|
-3,436
|
-0.1%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$62M
|
-$3.16M
|
-37,856
|
-5%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$55.9M
|
+$3.78M
|
+45,304
|
+7%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$51.9M
|
+$53.7M
|
+643,375
|
New
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$47M
|
+$81.1K
|
+973
|
+0.2%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$40.6M
|
+$2.12M
|
+25,404
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$30.2M
|
+$5.78M
|
+69,289
|
+23%
|
|
|
9
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$27.3M
|
-$2.43M
|
-29,106
|
-8%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$26.3M
|
+$3.32M
|
+39,774
|
+14%
|
|
|
11
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$24.8M
|
+$917K
|
+10,995
|
+4%
|
|
|
12
|
Toth Financial Advisory
Leesburg,
Virginia
|
$16.5M
|
+$415K
|
+4,978
|
+2%
|
|
|
13
|
&Partners
Nashville,
Tennessee
|
$13.4M
|
+$3.03M
|
+36,331
|
+28%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$11.8M
|
+$802K
|
+9,623
|
+7%
|
|
|
15
|
Osaic Holdings
Scottsdale,
Arizona
|
$9.48M
|
-$1.3M
|
-15,532
|
-12%
|
|
|
16
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.58M
|
+$15.7K
|
+188
|
+0.2%
|
|
|
17
|
FAS Wealth Partners
Leawood,
Kansas
|
$6.56M
|
+$305K
|
+3,662
|
+5%
|
|
|
18
|
Pinnacle Associates
New York
|
$6.52M
|
-$9.18M
|
-110,084
|
-58%
|
|
|
19
|
Smith, Moore & Co
Clayton,
Missouri
|
$6.27M
|
+$133K
|
+1,600
|
+2%
|
|
|
20
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.16M
|
-$377K
|
-4,525
|
-6%
|
|
|
21
|
Pathstone Holdings
Englewood,
New Jersey
|
$5.89M
|
–
|
–
|
–
|
|
|
22
|
Stifel Financial
St. Louis,
Missouri
|
$5.66M
|
+$89.8K
|
+1,077
|
+2%
|
|
|
23
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$4.87M
|
+$987K
|
+11,832
|
+24%
|
|
|
24
|
Modern Wealth Management
Lenexa,
Kansas
|
$4.61M
|
+$1.25M
|
+14,941
|
+35%
|
|
|
25
|
Capital Advisors Ltd
Shaker Heights,
Ohio
|
$4.51M
|
+$1.33K
|
+16
|
+0%
|
|
