|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$172M
|
+$33.7M
|
+862,529
|
+24%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$54M
|
-$16.2M
|
-414,911
|
-23%
|
|
|
3
|
|
$32.9M
|
+$6.2M
|
+158,641
|
+23%
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$25.2M
|
+$939K
|
+24,025
|
+4%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$24.4M
|
-$18.7M
|
-478,948
|
-43%
|
|
|
6
|
AssetMark Inc
Concord,
California
|
$22M
|
+$3.15M
|
+80,491
|
+17%
|
|
|
7
|
First Allied Advisory Services
San Diego,
California
|
$16.6M
|
+$169K
|
+4,312
|
+1%
|
|
|
8
|
State Street
Boston,
Massachusetts
|
$15.1M
|
+$5.09M
|
+130,355
|
+51%
|
|
|
9
|
|
$14.3M
|
+$2.06M
|
+52,610
|
+17%
|
|
|
10
|
Janney Capital Management
Pittsburgh,
Pennsylvania
|
$13.8M
|
-$171K
|
-4,388
|
-1%
|
|
|
11
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$9.25M
|
+$5.95M
|
+152,352
|
+181%
|
|
|
12
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$8.33M
|
+$1.38M
|
+35,231
|
+20%
|
|
|
13
|
|
$8.16M
|
+$646K
|
+16,536
|
+9%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$7.59M
|
-$1.69M
|
-43,116
|
-18%
|
|
|
15
|
Merriman Wealth Management
Seattle,
Washington
|
$6.56M
|
-$94.2K
|
-2,409
|
-1%
|
|
|
16
|
Gradient Investments
Arden Hills,
Minnesota
|
$5.32M
|
+$415K
|
+10,608
|
+8%
|
|
|
17
|
MML Investors Services
Springfield,
Massachusetts
|
$5.29M
|
+$5.29M
|
+135,226
|
New
|
|
|
18
|
|
$5M
|
+$309K
|
+7,914
|
+7%
|
|
|
19
|
|
$4.72M
|
-$4.2M
|
-107,358
|
-47%
|
|
|
20
|
Meritage Portfolio Management
Overland Park,
Kansas
|
$4.64M
|
+$4.64M
|
+118,680
|
New
|
|
|
21
|
Simplicity Solutions
Minneapolis,
Minnesota
|
$2.82M
|
+$196K
|
+5,018
|
+7%
|
|
|
22
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.8M
|
+$1.48M
|
+37,785
|
+112%
|
|
|
23
|
Oppenheimer & Co
New York
|
$2.61M
|
+$2.61M
|
+66,793
|
New
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$2.54M
|
+$143K
|
+3,657
|
+6%
|
|
|
25
|
D.A. Davidson & Co
Great Falls,
Montana
|
$2.13M
|
+$368K
|
+9,403
|
+21%
|
|
