|
1
|
Bank of America
Charlotte,
North Carolina
|
$107M
|
-$18.3M
|
-501,645
|
-15%
|
|
|
2
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$75.2M
|
+$27M
|
+739,568
|
+57%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$38.4M
|
+$516K
|
+14,156
|
+1%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$24.2M
|
-$2.8M
|
-76,721
|
-10%
|
|
|
5
|
|
$21.5M
|
-$1.68M
|
-46,077
|
-7%
|
|
|
6
|
First Allied Advisory Services
San Diego,
California
|
$16.1M
|
-$172K
|
-4,732
|
-1%
|
|
|
7
|
AssetMark Inc
Concord,
California
|
$15.9M
|
+$1.29M
|
+35,330
|
+9%
|
|
|
8
|
Merriman Wealth Management
Seattle,
Washington
|
$12M
|
+$5.91M
|
+162,212
|
+98%
|
|
|
9
|
HighTower Advisors
Chicago,
Illinois
|
$10M
|
-$71.2K
|
-1,953
|
-0.7%
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$9.07M
|
+$458K
|
+12,562
|
+5%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.8M
|
-$214K
|
-5,868
|
-3%
|
|
|
12
|
|
$5.55M
|
+$1.54M
|
+42,290
|
+39%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$5.22M
|
+$806K
|
+22,099
|
+18%
|
|
|
14
|
State Street
Boston,
Massachusetts
|
$4.07M
|
-$2.31M
|
-63,270
|
-36%
|
|
|
15
|
|
$4.04M
|
+$817K
|
+22,426
|
+26%
|
|
|
16
|
Cetera Investment Management
El Segundo,
California
|
$3.31M
|
-$416K
|
-11,420
|
-11%
|
|
|
17
|
|
$3.21M
|
+$377K
|
+10,352
|
+13%
|
|
|
18
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.47M
|
+$45.6K
|
+1,250
|
+2%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2.21M
|
+$88.4K
|
+2,426
|
+4%
|
|
|
20
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$2.12M
|
+$180K
|
+4,934
|
+9%
|
|
|
21
|
LGL Partners
Philadelphia,
Pennsylvania
|
$2.09M
|
+$87.6K
|
+2,402
|
+4%
|
|
|
22
|
SG Americas Securities
New York
|
$1.95M
|
+$547K
|
+14,996
|
+40%
|
|
|
23
|
Envestnet Asset Management
Chicago,
Illinois
|
$1.86M
|
+$144K
|
+3,954
|
+8%
|
|
|
24
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$1.79M
|
+$1.18M
|
+32,429
|
+199%
|
|
|
25
|
Coastline Trust
Providence,
Rhode Island
|
$1.74M
|
+$341K
|
+9,355
|
+25%
|
|
