|
1
|
Charles Schwab
San Francisco,
California
|
$876M
|
+$34.2M
|
+1,467,027
|
+4%
|
|
|
2
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$26M
|
+$1.64M
|
+70,524
|
+6%
|
|
|
3
|
Aire Advisors
Beverly Hills,
California
|
$7.67M
|
+$653K
|
+28,047
|
+9%
|
|
|
4
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$3.29M
|
+$3.41M
|
+146,539
|
New
|
|
|
5
|
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
$2.81M
|
+$2.92M
|
+125,224
|
New
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$2.01M
|
+$2.09M
|
+89,614
|
New
|
|
|
7
|
Fairview Capital Investment Management
Greenbrae,
California
|
$1.9M
|
-$88.5K
|
-3,800
|
-4%
|
|
|
8
|
Sentinel Trust
Houston,
Texas
|
$1.75M
|
+$1.82M
|
+78,300
|
New
|
|
|
9
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.67M
|
+$40.2K
|
+1,729
|
+2%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$1.46M
|
+$617K
|
+26,523
|
+69%
|
|
|
11
|
American Financial & Tax Strategies
New York
|
$1.02M
|
+$33.8K
|
+1,451
|
+3%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$926K
|
+$102K
|
+4,400
|
+12%
|
|
|
13
|
|
$595K
|
-$1.72M
|
-73,900
|
-74%
|
|
|
14
|
|
$547K
|
+$310K
|
+13,327
|
+120%
|
|
|
15
|
|
$542K
|
+$563K
|
+24,197
|
New
|
|
|
16
|
|
$535K
|
-$382K
|
-16,391
|
-41%
|
|
|
17
|
AlphaCore Capital
La Jolla,
California
|
$496K
|
+$510K
|
+21,923
|
+10,244%
|
|
|
18
|
Corient Private Wealth
Miami,
Florida
|
$462K
|
-$2.71M
|
-116,236
|
-85%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$444K
|
+$25.6K
|
+1,101
|
+6%
|
|
|
20
|
Quantinno Capital Management
New York
|
$402K
|
+$143K
|
+6,124
|
+52%
|
|
|
21
|
Mariner
Overland Park,
Kansas
|
$369K
|
+$383K
|
+16,444
|
New
|
|
|
22
|
Nuveen
Charlotte,
North Carolina
|
$348K
|
+$362K
|
+15,542
|
New
|
|
|
23
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$348K
|
-$7.24K
|
-311
|
-2%
|
|
|
24
|
AQR Capital Management
Greenwich,
Connecticut
|
$292K
|
+$304K
|
+13,043
|
New
|
|
|
25
|
Focus Partners Wealth
Boston,
Massachusetts
|
$288K
|
+$56.5K
|
+2,427
|
+23%
|
|
