|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$349M
|
+$237M
|
+7,455,093
|
+207%
|
|
|
2
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$111M
|
–
|
–
|
–
|
|
|
3
|
M&T Bank
Buffalo,
New York
|
$12.9M
|
–
|
–
|
–
|
|
|
4
|
Alpha Capital Management
Austin,
Texas
|
$10M
|
+$511K
|
+16,074
|
+5%
|
|
|
5
|
Peak Financial Management
Wellesley,
Massachusetts
|
$5.35M
|
+$157K
|
+4,922
|
+3%
|
|
|
6
|
Pacific Financial Group
Bellevue,
Washington
|
$4.99M
|
+$26.6K
|
+836
|
+0.6%
|
|
|
7
|
Flagship Harbor Advisors
Boston,
Massachusetts
|
$3.72M
|
-$633K
|
-19,893
|
-14%
|
|
|
8
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$3.69M
|
+$3.03M
|
+95,332
|
+437%
|
|
|
9
|
Empirical Wealth Management
Seattle,
Washington
|
$3.69M
|
-$2.35M
|
-73,770
|
-39%
|
|
|
10
|
Well Done LLC
Holland,
Michigan
|
$2.58M
|
+$15.5K
|
+486
|
+0.6%
|
|
|
11
|
Bank of New York Mellon
New York
|
$2.25M
|
–
|
–
|
–
|
|
|
12
|
LPL Financial
San Diego,
California
|
$2.16M
|
-$138K
|
-4,345
|
-6%
|
|
|
13
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.87M
|
+$719K
|
+22,621
|
+62%
|
|
|
14
|
UBS Group
Zurich,
Switzerland
|
$1.33M
|
-$2M
|
-62,807
|
-60%
|
|
|
15
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$1.19M
|
-$1.91M
|
-60,175
|
-61%
|
|
|
16
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$1.09M
|
-$314K
|
-9,869
|
-22%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.03M
|
+$84.2K
|
+2,647
|
+9%
|
|
|
18
|
HighTower Advisors
Chicago,
Illinois
|
$1M
|
-$425K
|
-13,374
|
-29%
|
|
|
19
|
First National Bank of South Miami
South Miami,
Florida
|
$954K
|
+$6.01K
|
+189
|
+0.6%
|
|
|
20
|
MML Investors Services
Springfield,
Massachusetts
|
$950K
|
-$122K
|
-3,826
|
-11%
|
|
|
21
|
William Blair & Company
Chicago,
Illinois
|
$829K
|
+$337K
|
+10,588
|
+67%
|
|
|
22
|
Bessemer Group
Woodbridge,
New Jersey
|
$789K
|
–
|
–
|
–
|
|
|
23
|
Starfire Investment Advisers
Southfield,
Michigan
|
$752K
|
+$758K
|
+23,846
|
New
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$741K
|
+$81.2K
|
+2,554
|
+12%
|
|
|
25
|
|
$724K
|
+$14K
|
+440
|
+2%
|
|
