|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$181M
|
-$22.3M
|
-685,448
|
-11%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$111M
|
+$105M
|
+3,222,692
|
New
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$13.5M
|
–
|
–
|
–
|
|
|
4
|
Alpha Capital Management
Austin,
Texas
|
$9.83M
|
+$1.07M
|
+32,906
|
+12%
|
|
|
5
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$9.63M
|
-$7.88M
|
-242,514
|
-45%
|
|
|
6
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.5M
|
+$122K
|
+3,742
|
+2%
|
|
|
7
|
Pacific Financial Group
Bellevue,
Washington
|
$5M
|
+$744K
|
+22,918
|
+18%
|
|
|
8
|
Empirical Wealth Management
Seattle,
Washington
|
$4.63M
|
+$1.17M
|
+36,122
|
+35%
|
|
|
9
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$4.59M
|
+$304K
|
+9,357
|
+7%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$4.04M
|
-$170K
|
-5,238
|
-4%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.96M
|
-$317K
|
-9,763
|
-8%
|
|
|
12
|
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
|
$3.59M
|
+$1.03M
|
+31,729
|
+41%
|
|
|
13
|
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
$3.44M
|
-$178K
|
-5,492
|
-5%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$2.65M
|
+$287K
|
+8,844
|
+12%
|
|
|
15
|
Well Done LLC
Holland,
Michigan
|
$2.59M
|
+$300K
|
+9,241
|
+13%
|
|
|
16
|
Bank of New York Mellon
New York
|
$2.36M
|
-$78.9K
|
-2,431
|
-3%
|
|
|
17
|
Bessemer Group
Woodbridge,
New Jersey
|
$2.15M
|
+$2.11M
|
+65,000
|
New
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.7M
|
+$160K
|
+4,931
|
+11%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.51M
|
-$85.4K
|
-2,630
|
-5%
|
|
|
20
|
Paradigm Financial Advisors
Des Peres,
Missouri
|
$1.51M
|
-$357
|
-11
|
-0%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$1.49M
|
+$103K
|
+3,183
|
+8%
|
|
|
22
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.34M
|
-$308K
|
-9,490
|
-19%
|
|
|
23
|
Live Your Vision
West Conshohocken,
Pennsylvania
|
$1.09M
|
-$187K
|
-5,746
|
-15%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.08M
|
+$154K
|
+4,734
|
+17%
|
|
|
25
|
MML Investors Services
Springfield,
Massachusetts
|
$1.06M
|
-$503K
|
-15,495
|
-33%
|
|
