|
1
|
Charles Schwab
San Francisco,
California
|
$9.87B
|
+$300M
|
+12,903,364
|
+3%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$400M
|
+$18M
|
+771,493
|
+5%
|
|
|
3
|
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
$209M
|
+$52.5M
|
+2,257,735
|
+36%
|
|
|
4
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$203M
|
+$4.25M
|
+182,584
|
+2%
|
|
|
5
|
Ameriprise
Minneapolis,
Minnesota
|
$199M
|
+$8.14M
|
+349,667
|
+5%
|
|
|
6
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$192M
|
+$9.41M
|
+404,499
|
+5%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$157M
|
+$60.2M
|
+2,585,828
|
+68%
|
|
|
8
|
Steele Capital Management
Dubuque,
Iowa
|
$149M
|
+$127K
|
+5,466
|
+0.1%
|
|
|
9
|
Northwest Bancshares
Warren,
Pennsylvania
|
$143M
|
-$23.2K
|
-999
|
-0%
|
|
|
10
|
|
$116M
|
+$3.92M
|
+168,262
|
+4%
|
|
|
11
|
Glassman Wealth Services
Vienna,
Virginia
|
$113M
|
+$1.73M
|
+74,518
|
+2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$87.1M
|
+$22.6M
|
+969,875
|
+38%
|
|
|
13
|
BlueStem Wealth Partners
Minnetonka,
Minnesota
|
$85.7M
|
+$44.4M
|
+1,908,596
|
+121%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$84.3M
|
+$14M
|
+600,991
|
+21%
|
|
|
15
|
AlphaCore Capital
La Jolla,
California
|
$83.4M
|
+$78.7M
|
+3,382,953
|
+24,845%
|
|
|
16
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$77.2M
|
-$28.9M
|
-1,240,237
|
-28%
|
|
|
17
|
Bank of America
Charlotte,
North Carolina
|
$72.5M
|
-$1.41M
|
-60,701
|
-2%
|
|
|
18
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$72.5M
|
+$38.5M
|
+1,653,823
|
+127%
|
|
|
19
|
Charles Schwab Trust
Henderson,
Nevada
|
$70.3M
|
+$2.11M
|
+90,598
|
+3%
|
|
|
20
|
Gemmer Asset Management
Walnut Creek,
California
|
$64.3M
|
+$1.69M
|
+72,672
|
+3%
|
|
|
21
|
UBS Group
Zurich,
Switzerland
|
$63.6M
|
+$4.35M
|
+186,876
|
+8%
|
|
|
22
|
Lee Financial
Dallas,
Texas
|
$59.1M
|
-$1.92M
|
-82,409
|
-3%
|
|
|
23
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$57.3M
|
+$1.25M
|
+53,911
|
+2%
|
|
|
24
|
Reston Wealth Management
Reston,
Virginia
|
$56.2M
|
+$2.64M
|
+113,253
|
+5%
|
|
|
25
|
Bell Investment Advisors
Oakland,
California
|
$52.3M
|
-$244K
|
-10,467
|
-0.5%
|
|
