|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$234M
|
+$232M
|
+7,892,273
|
New
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$35.7M
|
+$2.65M
|
+90,334
|
+8%
|
|
|
3
|
Choate Investment Advisors
Boston,
Massachusetts
|
$21.1M
|
+$516K
|
+17,562
|
+3%
|
|
|
4
|
|
$13.6M
|
+$384K
|
+13,066
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$9.96M
|
+$1.41M
|
+48,039
|
+17%
|
|
|
6
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.02M
|
+$495K
|
+16,832
|
+6%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.46M
|
+$184K
|
+6,251
|
+2%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$7.72M
|
+$1M
|
+34,049
|
+15%
|
|
|
9
|
AssetMark Inc
Concord,
California
|
$7.03M
|
+$307K
|
+10,458
|
+5%
|
|
|
10
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$6.02M
|
+$239K
|
+8,150
|
+4%
|
|
|
11
|
Global Financial Private Capital
Sarasota,
Florida
|
$2.78M
|
+$230K
|
+7,815
|
+9%
|
|
|
12
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.57M
|
+$544K
|
+18,497
|
+27%
|
|
|
13
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$2.22M
|
+$1.09M
|
+37,223
|
+99%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.15M
|
+$173K
|
+5,887
|
+9%
|
|
|
15
|
Bank of America
Charlotte,
North Carolina
|
$1.78M
|
+$60.3K
|
+2,053
|
+4%
|
|
|
16
|
Valmark Advisers
Akron,
Ohio
|
$1.75M
|
+$1.73M
|
+58,929
|
New
|
|
|
17
|
UBS Group
Zurich,
Switzerland
|
$1.56M
|
-$1.1M
|
-37,286
|
-41%
|
|
|
18
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.36M
|
+$42.3K
|
+1,440
|
+3%
|
|
|
19
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.34M
|
-$48.5K
|
-1,649
|
-4%
|
|
|
20
|
Advisor Group
Phoenix,
Arizona
|
$998K
|
-$32.8K
|
-1,116
|
-3%
|
|
|
21
|
LexAurum Advisors
Overland Park,
Kansas
|
$998K
|
+$967K
|
+32,913
|
New
|
|
|
22
|
Versant Capital Management
Phoenix,
Arizona
|
$940K
|
+$931K
|
+31,693
|
New
|
|
|
23
|
AGF Investments Inc
Toronto,
Ontario, Canada
|
$915K
|
+$121K
|
+4,124
|
+15%
|
|
|
24
|
Crabel Capital Management
Los Angeles,
California
|
$812K
|
+$804K
|
+27,358
|
New
|
|
|
25
|
First Trust Advisors
Wheaton,
Illinois
|
$742K
|
+$217K
|
+7,396
|
+42%
|
|
