|
1
|
Coldstream Capital Management
Bellevue,
Washington
|
$202M
|
+$5.22M
|
+64,118
|
+3%
|
|
|
2
|
|
$181M
|
-$5.12M
|
-62,857
|
-3%
|
|
|
3
|
LPL Financial
San Diego,
California
|
$55.1M
|
-$812K
|
-9,971
|
-1%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$54.4M
|
-$7.66M
|
-94,087
|
-12%
|
|
|
5
|
Raymond James Financial
St Petersburg,
Florida
|
$52.3M
|
+$381K
|
+4,675
|
+0.7%
|
|
|
6
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$43.5M
|
-$3.59M
|
-44,153
|
-8%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$42.4M
|
+$1.92M
|
+23,581
|
+5%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$30.9M
|
+$662K
|
+8,135
|
+2%
|
|
|
9
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$25.6M
|
-$697K
|
-8,561
|
-3%
|
|
|
10
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$24.4M
|
-$315K
|
-3,867
|
-1%
|
|
|
11
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$23.4M
|
-$3.98M
|
-48,886
|
-14%
|
|
|
12
|
Toth Financial Advisory
Leesburg,
Virginia
|
$16.7M
|
+$271K
|
+3,329
|
+2%
|
|
|
13
|
&Partners
Nashville,
Tennessee
|
$14.4M
|
+$1.13M
|
+13,872
|
+8%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$12.4M
|
+$635K
|
+7,803
|
+5%
|
|
|
15
|
Pathstone Holdings
Englewood,
New Jersey
|
$11.8M
|
+$5.94M
|
+72,989
|
+100%
|
|
|
16
|
Osaic Holdings
Scottsdale,
Arizona
|
$10.2M
|
+$723K
|
+8,877
|
+8%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$6.96M
|
-$617K
|
-7,579
|
-8%
|
|
|
18
|
FAS Wealth Partners
Leawood,
Kansas
|
$6.72M
|
+$157K
|
+1,925
|
+2%
|
|
|
19
|
Connecticut Wealth Management
Farmington,
Connecticut
|
$6.29M
|
+$6.35M
|
+78,030
|
New
|
|
|
20
|
Smith, Moore & Co
Clayton,
Missouri
|
$6.29M
|
+$18.5K
|
+227
|
+0.3%
|
|
|
21
|
Envestnet Asset Management
Chicago,
Illinois
|
$6.06M
|
+$4.92M
|
+60,481
|
+412%
|
|
|
22
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$6.05M
|
-$116K
|
-1,426
|
-2%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$5.64M
|
-$27K
|
-332
|
-0.5%
|
|
|
24
|
Pinnacle Associates
New York
|
$5.62M
|
-$910K
|
-11,178
|
-14%
|
|
|
25
|
Dogwood Wealth Management
Lenexa,
Kansas
|
$5.05M
|
+$185K
|
+2,271
|
+4%
|
|
