|
1
|
Charles Schwab
San Francisco,
California
|
$9.31B
|
+$31M
|
+1,277,398
|
+0.3%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$354M
|
+$24.7M
|
+1,017,440
|
+7%
|
|
|
3
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$246M
|
+$19.4M
|
+799,543
|
+8%
|
|
|
4
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$216M
|
+$8.72M
|
+359,581
|
+4%
|
|
|
5
|
Steele Capital Management
Dubuque,
Iowa
|
$142M
|
+$524K
|
+21,626
|
+0.4%
|
|
|
6
|
Northwest Bancshares
Warren,
Pennsylvania
|
$140M
|
-$7.42M
|
-306,062
|
-5%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$139M
|
-$27M
|
-1,112,362
|
-16%
|
|
|
8
|
Glassman Wealth Services
Vienna,
Virginia
|
$107M
|
+$308K
|
+12,683
|
+0.3%
|
|
|
9
|
|
$96.8M
|
+$6.76M
|
+278,893
|
+7%
|
|
|
10
|
Envestnet Asset Management
Chicago,
Illinois
|
$89.1M
|
-$16.6M
|
-684,230
|
-15%
|
|
|
11
|
Callan Capital
La Jolla,
California
|
$88.1M
|
+$1.57M
|
+64,604
|
+2%
|
|
|
12
|
Bank of America
Charlotte,
North Carolina
|
$66.9M
|
-$8.12M
|
-334,887
|
-11%
|
|
|
13
|
Charles Schwab Trust
Henderson,
Nevada
|
$64.1M
|
+$304K
|
+12,549
|
+0.5%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$63.3M
|
+$4.5M
|
+185,575
|
+7%
|
|
|
15
|
Lee Financial
Dallas,
Texas
|
$59M
|
-$102K
|
-4,189
|
-0.2%
|
|
|
16
|
LPL Financial
San Diego,
California
|
$58.9M
|
+$23M
|
+949,276
|
+62%
|
|
|
17
|
Gemmer Asset Management
Walnut Creek,
California
|
$58.6M
|
+$2.52M
|
+103,729
|
+4%
|
|
|
18
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$54.2M
|
-$3.4M
|
-140,097
|
-6%
|
|
|
19
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$53.4M
|
+$54.7M
|
+2,254,263
|
New
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$53.1M
|
-$140K
|
-5,767
|
-0.3%
|
|
|
21
|
Reston Wealth Management
Reston,
Virginia
|
$49.4M
|
+$1.56M
|
+64,250
|
+3%
|
|
|
22
|
Bell Investment Advisors
Oakland,
California
|
$49.4M
|
+$698K
|
+28,778
|
+1%
|
|
|
23
|
Private Advisor Group
Morristown,
New Jersey
|
$49.2M
|
-$22K
|
-909
|
-0%
|
|
|
24
|
Ashford Advisors
Pittsford,
New York
|
$47.5M
|
-$80.5K
|
-3,322
|
-0.2%
|
|
|
25
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$43M
|
+$1.16M
|
+48,025
|
+3%
|
|
