|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$465M
|
+$224M
|
+7,421,177
|
+94%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$49M
|
+$12.4M
|
+410,942
|
+34%
|
|
|
3
|
Choate Investment Advisors
Boston,
Massachusetts
|
$21.5M
|
-$109K
|
-3,616
|
-0.5%
|
|
|
4
|
AssetMark Inc
Concord,
California
|
$15.7M
|
+$8.47M
|
+280,591
|
+118%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$13.4M
|
+$3.2M
|
+105,880
|
+32%
|
|
|
6
|
|
$11.5M
|
-$2.35M
|
-77,856
|
-17%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$9.21M
|
+$647K
|
+21,425
|
+8%
|
|
|
8
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$8.62M
|
+$984K
|
+32,601
|
+13%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$8.5M
|
-$724K
|
-23,987
|
-8%
|
|
|
10
|
American Financial Network Advisory Services
Calabasas,
California
|
$7.29M
|
+$10.9K
|
+362
|
New
|
|
|
11
|
CI Investments Inc
Toronto,
Ontario, Canada
|
$5.43M
|
-$729K
|
-24,140
|
-12%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.17M
|
+$2.55M
|
+84,441
|
+160%
|
|
|
13
|
Global Financial Private Capital
Sarasota,
Florida
|
$3.97M
|
+$1.12M
|
+37,067
|
+40%
|
|
|
14
|
Bank of America
Charlotte,
North Carolina
|
$2.79M
|
+$969K
|
+32,097
|
+54%
|
|
|
15
|
Eagle Ridge Investment Management
Stamford,
Connecticut
|
$2.73M
|
+$96.6K
|
+3,199
|
+4%
|
|
|
16
|
Advisor Group
Phoenix,
Arizona
|
$2.56M
|
+$1.53M
|
+50,753
|
+151%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.5M
|
+$294K
|
+9,728
|
+13%
|
|
|
18
|
|
$2.42M
|
+$2.4M
|
+79,525
|
New
|
|
|
19
|
Freedom Investment Management
Hartford,
Connecticut
|
$1.94M
|
+$1.93M
|
+63,982
|
New
|
|
|
20
|
Valmark Advisers
Akron,
Ohio
|
$1.8M
|
+$14.9K
|
+492
|
+0.8%
|
|
|
21
|
Versant Capital Management
Phoenix,
Arizona
|
$1.68M
|
+$710K
|
+23,533
|
+74%
|
|
|
22
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.35M
|
-$40.4K
|
-1,339
|
-3%
|
|
|
23
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.34M
|
-$33.3K
|
-1,104
|
-2%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$1.17M
|
-$1.09M
|
-36,223
|
-48%
|
|
|
25
|
LexAurum Advisors
Overland Park,
Kansas
|
$1.1M
|
+$105K
|
+3,472
|
+11%
|
|
