|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$93.3M
|
+$19.6M
|
+544,015
|
+27%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$78.4M
|
-$26.3M
|
-728,506
|
-25%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$35.1M
|
-$2.63M
|
-72,774
|
-7%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$25.3M
|
+$1.56M
|
+43,130
|
+7%
|
|
|
5
|
|
$20.4M
|
-$706K
|
-19,583
|
-3%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$16.7M
|
+$1.09M
|
+30,238
|
+7%
|
|
|
7
|
First Allied Advisory Services
San Diego,
California
|
$15.7M
|
-$74.5K
|
-2,066
|
-0.5%
|
|
|
8
|
|
$8.6M
|
+$3.17M
|
+87,817
|
+58%
|
|
|
9
|
LPL Financial
San Diego,
California
|
$6.65M
|
+$1.48M
|
+41,110
|
+29%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.32M
|
-$340K
|
-9,431
|
-5%
|
|
|
11
|
Merriman Wealth Management
Seattle,
Washington
|
$6.04M
|
-$5.75M
|
-159,427
|
-49%
|
|
|
12
|
|
$5.54M
|
+$1.59M
|
+43,988
|
+40%
|
|
|
13
|
State Street
Boston,
Massachusetts
|
$4.53M
|
+$548K
|
+15,196
|
+14%
|
|
|
14
|
Gradient Investments
Arden Hills,
Minnesota
|
$4.12M
|
+$4.12M
|
+114,218
|
New
|
|
|
15
|
|
$3.69M
|
+$546K
|
+15,124
|
+17%
|
|
|
16
|
Cetera Investment Management
El Segundo,
California
|
$2.79M
|
-$455K
|
-12,619
|
-14%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.34M
|
-$80.7K
|
-2,237
|
-3%
|
|
|
18
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$2.02M
|
+$966K
|
+26,773
|
+92%
|
|
|
19
|
Baird Financial Group
Milwaukee,
Wisconsin
|
$2M
|
-$164K
|
-4,538
|
-8%
|
|
|
20
|
|
$2M
|
+$2M
|
+55,402
|
New
|
|
|
21
|
Citadel Advisors
Miami,
Florida
|
$1.73M
|
+$1.73M
|
+47,974
|
New
|
|
|
22
|
Suntrust Banks
Atlanta,
Georgia
|
$1.57M
|
+$291K
|
+8,072
|
+23%
|
|
|
23
|
HighTower Advisors
Chicago,
Illinois
|
$1.51M
|
-$8.3M
|
-230,009
|
-85%
|
|
|
24
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.44M
|
-$7.45M
|
-206,651
|
-84%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$1.43M
|
+$25.1K
|
+697
|
+2%
|
|
