|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$25.2M
|
-$1.52M
|
-22,463
|
-6%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$6.6M
|
+$461K
|
+6,817
|
+7%
|
|
|
3
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$6.3M
|
+$6.39M
|
+94,475
|
New
|
|
|
4
|
Courage Miller Partners
Norfolk,
Virginia
|
$4.57M
|
-$73.2K
|
-1,082
|
-2%
|
|
|
5
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.39M
|
+$455K
|
+6,727
|
+11%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$3.92M
|
+$1.78M
|
+26,330
|
+81%
|
|
|
7
|
|
$3.87M
|
+$1.59M
|
+23,519
|
+68%
|
|
|
8
|
Wells Fargo
San Francisco,
California
|
$3.64M
|
+$124K
|
+1,827
|
+3%
|
|
|
9
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3M
|
+$813K
|
+12,016
|
+34%
|
|
|
10
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$2.94M
|
+$2.98M
|
+44,100
|
New
|
|
|
11
|
Raymond James & Associates
St Petersburg,
Florida
|
$2.26M
|
+$2.3M
|
+33,951
|
New
|
|
|
12
|
United Capital Financial Advisors
Irving,
Texas
|
$2.12M
|
+$892K
|
+13,180
|
+71%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.1M
|
+$889K
|
+13,143
|
+71%
|
|
|
14
|
Advisory Alpha
Holland,
Michigan
|
$1.76M
|
+$55.1K
|
+814
|
+3%
|
|
|
15
|
|
$1.42M
|
+$1.45M
|
+21,369
|
New
|
|
|
16
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.41M
|
+$683K
|
+10,091
|
+92%
|
|
|
17
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$1.35M
|
+$110K
|
+1,619
|
+9%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$885K
|
+$123K
|
+1,823
|
+15%
|
|
|
19
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$813K
|
+$825K
|
+12,200
|
New
|
|
|
20
|
IFP Advisors
Tampa,
Florida
|
$726K
|
+$13.5K
|
+199
|
+2%
|
|
|
21
|
Ameriprise
Minneapolis,
Minnesota
|
$717K
|
+$728K
|
+10,762
|
New
|
|
|
22
|
Braver Wealth Management
Needham,
Massachusetts
|
$527K
|
+$535K
|
+7,900
|
New
|
|
|
23
|
Ronald Blue & Co
Roswell,
Georgia
|
$502K
|
-$602K
|
-8,899
|
-54%
|
|
|
24
|
KCM Investment Advisors
Greenbrae,
California
|
$370K
|
-$6.77K
|
-100
|
-2%
|
|
|
25
|
|
$365K
|
+$370K
|
+5,475
|
New
|
|
