|
1
|
Charles Schwab
San Francisco,
California
|
$8.73B
|
+$8.54B
|
+387,311,718
|
+10,733%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$290M
|
+$86.6M
|
+3,926,592
|
+43%
|
|
|
3
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$184M
|
+$11M
|
+497,703
|
+6%
|
|
|
4
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$180M
|
+$2.23M
|
+101,244
|
+1%
|
|
|
5
|
Northwest Bancshares
Warren,
Pennsylvania
|
$141M
|
+$981K
|
+44,517
|
+0.7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$140M
|
-$28.2M
|
-1,280,865
|
-17%
|
|
|
7
|
Steele Capital Management
Dubuque,
Iowa
|
$133M
|
+$252K
|
+11,412
|
+0.2%
|
|
|
8
|
Glassman Wealth Services
Vienna,
Virginia
|
$99.8M
|
+$639K
|
+28,986
|
+0.7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$86.9M
|
+$11.7M
|
+530,937
|
+16%
|
|
|
10
|
Callan Capital
La Jolla,
California
|
$81.3M
|
+$1.96M
|
+89,112
|
+3%
|
|
|
11
|
|
$80.5M
|
+$1.96M
|
+88,908
|
+3%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$61.9M
|
+$577K
|
+26,178
|
+1%
|
|
|
13
|
Charles Schwab Trust
Henderson,
Nevada
|
$57M
|
-$15.2K
|
-690
|
-0%
|
|
|
14
|
Lee Financial
Dallas,
Texas
|
$56.1M
|
+$1.78M
|
+80,667
|
+3%
|
|
|
15
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$53.6M
|
-$8.93K
|
-405
|
-0%
|
|
|
16
|
Gemmer Asset Management
Walnut Creek,
California
|
$51.7M
|
+$2.33M
|
+105,498
|
+5%
|
|
|
17
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$50.1M
|
+$4.99M
|
+226,539
|
+11%
|
|
|
18
|
Private Advisor Group
Morristown,
New Jersey
|
$46.5M
|
+$827K
|
+37,512
|
+2%
|
|
|
19
|
Bell Investment Advisors
Oakland,
California
|
$46.4M
|
-$2.13M
|
-96,705
|
-4%
|
|
|
20
|
Ashford Advisors
Pittsford,
New York
|
$44.9M
|
+$340K
|
+15,420
|
+0.8%
|
|
|
21
|
Reston Wealth Management
Reston,
Virginia
|
$43.9M
|
+$210K
|
+9,522
|
+0.5%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$41.8M
|
+$17.4M
|
+790,146
|
+73%
|
|
|
23
|
UBS Group
Zurich,
Switzerland
|
$41.3M
|
+$5.29M
|
+239,844
|
+15%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$40.6M
|
+$1.53M
|
+69,348
|
+4%
|
|
|
25
|
Tanglewood Wealth Management
Houston,
Texas
|
$40.2M
|
+$166K
|
+7,539
|
+0.4%
|
|
