|
1
|
Charles Schwab
San Francisco,
California
|
$9.37B
|
+$21.9M
|
+952,743
|
+0.2%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$333M
|
+$21.6M
|
+940,146
|
+7%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$229M
|
+$34.6M
|
+1,505,562
|
+19%
|
|
|
4
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$209M
|
+$11.5M
|
+497,811
|
+6%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$167M
|
+$17.4M
|
+754,806
|
+12%
|
|
|
6
|
Northwest Bancshares
Warren,
Pennsylvania
|
$149M
|
-$1.82M
|
-79,305
|
-1%
|
|
|
7
|
Steele Capital Management
Dubuque,
Iowa
|
$143M
|
+$687K
|
+29,850
|
+0.5%
|
|
|
8
|
Glassman Wealth Services
Vienna,
Virginia
|
$108M
|
+$698K
|
+30,348
|
+0.7%
|
|
|
9
|
Envestnet Asset Management
Chicago,
Illinois
|
$106M
|
+$12.8M
|
+555,768
|
+14%
|
|
|
10
|
|
$91.1M
|
+$4.61M
|
+200,493
|
+6%
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$87.5M
|
+$360K
|
+15,648
|
+0.4%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$75.6M
|
+$8.93M
|
+388,038
|
+14%
|
|
|
13
|
Charles Schwab Trust
Henderson,
Nevada
|
$64.5M
|
+$3.29M
|
+142,839
|
+6%
|
|
|
14
|
Lee Financial
Dallas,
Texas
|
$59.7M
|
-$242K
|
-10,515
|
-0.4%
|
|
|
15
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$59.5M
|
+$5.59M
|
+242,826
|
+11%
|
|
|
16
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$58.1M
|
+$643K
|
+27,963
|
+1%
|
|
|
17
|
Gemmer Asset Management
Walnut Creek,
California
|
$56.7M
|
+$1.24M
|
+53,814
|
+2%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$53.8M
|
+$9.18M
|
+399,036
|
+22%
|
|
|
19
|
Private Advisor Group
Morristown,
New Jersey
|
$49.7M
|
-$187K
|
-8,142
|
-0.4%
|
|
|
20
|
Bell Investment Advisors
Oakland,
California
|
$49.2M
|
-$571K
|
-24,825
|
-1%
|
|
|
21
|
Reston Wealth Management
Reston,
Virginia
|
$48.4M
|
+$1.33M
|
+57,717
|
+3%
|
|
|
22
|
Ashford Advisors
Pittsford,
New York
|
$48.1M
|
-$14.8K
|
-645
|
-0%
|
|
|
23
|
Osaic Holdings
Scottsdale,
Arizona
|
$44.7M
|
-$30.4K
|
-1,320
|
-0.1%
|
|
|
24
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$42.3M
|
-$1.18M
|
-51,291
|
-3%
|
|
|
25
|
Tanglewood Wealth Management
Houston,
Texas
|
$42.2M
|
-$864K
|
-37,557
|
-2%
|
|
