|
1
|
Charles Schwab
San Francisco,
California
|
$10.8B
|
+$177M
|
+6,955,527
|
+2%
|
|
|
2
|
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
$448M
|
+$18.2M
|
+718,789
|
+4%
|
|
|
3
|
Boulay Financial Advisors
Eden Prairie,
Minnesota
|
$231M
|
+$6.18M
|
+243,340
|
+3%
|
|
|
4
|
McAdam LLC
Philadelphia,
Pennsylvania
|
$230M
|
+$12.3M
|
+482,945
|
+6%
|
|
|
5
|
Signature Estate & Investment Advisors
Los Angeles,
California
|
$207M
|
+$1.41M
|
+55,429
|
+0.7%
|
|
|
6
|
Ameriprise
Minneapolis,
Minnesota
|
$192M
|
-$20.4M
|
-803,830
|
-10%
|
|
|
7
|
Envestnet Asset Management
Chicago,
Illinois
|
$162M
|
-$5.78M
|
-227,572
|
-4%
|
|
|
8
|
Steele Capital Management
Dubuque,
Iowa
|
$159M
|
-$248K
|
-9,776
|
-0.2%
|
|
|
9
|
Northwest Bancshares
Warren,
Pennsylvania
|
$153M
|
-$198K
|
-7,794
|
-0.1%
|
|
|
10
|
|
$129M
|
+$4.51M
|
+177,472
|
+4%
|
|
|
11
|
Glassman Wealth Services
Vienna,
Virginia
|
$123M
|
+$1.15M
|
+45,211
|
+1%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$120M
|
+$25.5M
|
+1,005,035
|
+28%
|
|
|
13
|
AlphaCore Capital
La Jolla,
California
|
$94.6M
|
+$5.08M
|
+200,122
|
+6%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$93M
|
+$2.53M
|
+99,713
|
+3%
|
|
|
15
|
Quadrant Capital Group
Cincinnati,
Ohio
|
$82.7M
|
-$91.8K
|
-3,615
|
-0.1%
|
|
|
16
|
Bank of America
Charlotte,
North Carolina
|
$81.2M
|
+$3.4M
|
+134,013
|
+5%
|
|
|
17
|
Charles Schwab Trust
Henderson,
Nevada
|
$80.3M
|
+$4.71M
|
+185,465
|
+6%
|
|
|
18
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$73.1M
|
-$4.37M
|
-172,102
|
-6%
|
|
|
19
|
Gemmer Asset Management
Walnut Creek,
California
|
$69.9M
|
+$1M
|
+39,561
|
+2%
|
|
|
20
|
UBS Group
Zurich,
Switzerland
|
$66.9M
|
-$1.28M
|
-50,539
|
-2%
|
|
|
21
|
Lee Financial
Dallas,
Texas
|
$62.6M
|
-$788K
|
-31,036
|
-1%
|
|
|
22
|
Reston Wealth Management
Reston,
Virginia
|
$61.7M
|
+$1.44M
|
+56,618
|
+2%
|
|
|
23
|
Kelman-Lazarov Inc
Memphis,
Tennessee
|
$61.7M
|
+$292K
|
+11,519
|
+0.5%
|
|
|
24
|
Osaic Holdings
Scottsdale,
Arizona
|
$59.8M
|
+$10.5M
|
+413,015
|
+22%
|
|
|
25
|
Bell Investment Advisors
Oakland,
California
|
$54.3M
|
-$1.72M
|
-67,599
|
-3%
|
|
