|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
US$ 234 mi
|
+US$ 232 mi
|
+7.892.273
|
Nova
|
|
|
2
|
State Street
Boston,
Massachusetts
|
US$ 35,7 mi
|
+US$ 2,65 mi
|
+90.334
|
+8%
|
|
|
3
|
Choate Investment Advisors
Boston,
Massachusetts
|
US$ 21,1 mi
|
+US$ 516 mil
|
+17.562
|
+3%
|
|
|
4
|
|
US$ 13,6 mi
|
+US$ 384 mil
|
+13.066
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
US$ 10 mi
|
+US$ 1,41 mi
|
+48.039
|
+17%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
US$ 9,02 mi
|
+US$ 495 mil
|
+16.832
|
+6%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
US$ 8,46 mi
|
+US$ 184 mil
|
+6.251
|
+2%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
US$ 7,72 mi
|
+US$ 1 mi
|
+34.049
|
+15%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
US$ 7,03 mi
|
+US$ 307 mil
|
+10.458
|
+5%
|
|
|
10
|
CI Investments Inc
Toronto,
Ontario, Canada
|
US$ 6,02 mi
|
+US$ 239 mil
|
+8.150
|
+4%
|
|
|
11
|
Global Financial Private Capital
Sarasota,
Florida
|
US$ 2,78 mi
|
+US$ 230 mil
|
+7.815
|
+9%
|
|
|
12
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
US$ 2,57 mi
|
+US$ 544 mil
|
+18.497
|
+27%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
US$ 2,22 mi
|
+US$ 1,09 mi
|
+37.223
|
+99%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
US$ 2,16 mi
|
+US$ 173 mil
|
+5.887
|
+9%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
US$ 1,78 mi
|
+US$ 60,3 mil
|
+2.053
|
+4%
|
|
|
16
|
Valmark Advisers
Akron,
Ohio
|
US$ 1,75 mi
|
+US$ 1,73 mi
|
+58.929
|
Nova
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
US$ 1,56 mi
|
-US$ 1,1 mi
|
-37.286
|
-41%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
US$ 1,36 mi
|
+US$ 42,3 mil
|
+1.440
|
+3%
|
|
|
19
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
US$ 1,34 mi
|
-US$ 48,5 mil
|
-1.649
|
-4%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
US$ 998 mil
|
-US$ 32,8 mil
|
-1.116
|
-3%
|
|
|
21
|
LexAurum Advisors
Overland Park,
Kansas
|
US$ 998 mil
|
+US$ 967 mil
|
+32.913
|
Nova
|
|
|
22
|
Versant Capital Management
Phoenix,
Arizona
|
US$ 940 mil
|
+US$ 931 mil
|
+31.693
|
Nova
|
|
|
23
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
US$ 915 mil
|
+US$ 121 mil
|
+4.124
|
+15%
|
|
|
24
|
Crabel Capital Management
Los Angeles,
California
|
US$ 812 mil
|
+US$ 804 mil
|
+27.358
|
Nova
|
|
|
25
|
First Trust Advisors
Wheaton,
Illinois
|
US$ 742 mil
|
+US$ 217 mil
|
+7.396
|
+42%
|
|
