|
1
|
Charles Schwab
San Francisco,
California
|
$850M
|
+$35.7M
|
+1,479,538
|
+4%
|
|
|
2
|
Bleakley Financial Group
Fairfield,
New Jersey
|
$24.7M
|
+$23.6M
|
+979,052
|
+874%
|
|
|
3
|
Aire Advisors
Beverly Hills,
California
|
$7.1M
|
+$91.6K
|
+3,794
|
+1%
|
|
|
4
|
Corient Private Wealth
Miami,
Florida
|
$3.09M
|
-$313K
|
-12,975
|
-9%
|
|
|
5
|
|
$2.27M
|
-$359K
|
-14,857
|
-13%
|
|
|
6
|
Fairview Capital Investment Management
Greenbrae,
California
|
$2M
|
–
|
–
|
–
|
|
|
7
|
Osaic Holdings
Scottsdale,
Arizona
|
$1.65M
|
+$633K
|
+26,216
|
+56%
|
|
|
8
|
Ancora Advisors
Cleveland,
Ohio
|
$1.15M
|
+$1.21M
|
+50,000
|
+6,112%
|
|
|
9
|
American Financial & Tax Strategies
New York
|
$992K
|
-$21K
|
-869
|
-2%
|
|
|
10
|
|
$910K
|
+$436K
|
+18,057
|
+81%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$874K
|
+$166K
|
+6,891
|
+22%
|
|
|
12
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$834K
|
+$890K
|
+36,898
|
New
|
|
|
13
|
Citadel Advisors
Miami,
Florida
|
$653K
|
+$410K
|
+16,976
|
+142%
|
|
|
14
|
Creative Planning
Overland Park,
Kansas
|
$422K
|
+$117K
|
+4,866
|
+35%
|
|
|
15
|
Strategic Financial Planning
Plano,
Texas
|
$418K
|
+$219K
|
+9,095
|
+81%
|
|
|
16
|
Brand Asset Management Group
Chesterfield,
Missouri
|
$358K
|
-$228K
|
-9,454
|
-37%
|
|
|
17
|
Ellis Investment Partners
Berwyn,
Pennsylvania
|
$273K
|
–
|
–
|
–
|
|
|
18
|
Quantinno Capital Management
New York
|
$267K
|
+$33.9K
|
+1,403
|
+13%
|
|
|
19
|
|
$250K
|
+$267K
|
+11,069
|
New
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$244K
|
+$261K
|
+10,804
|
New
|
|
|
21
|
Focus Partners Wealth
Boston,
Massachusetts
|
$236K
|
+$23.6K
|
+980
|
+10%
|
|
|
22
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$233K
|
+$247K
|
+10,233
|
New
|
|
|
23
|
Brooklyn Investment Group
Brooklyn,
New York
|
$230K
|
-$241
|
-10
|
-0.1%
|
|
|
24
|
Ariadne Wealth Management
Santa Barbara,
California
|
$226K
|
–
|
–
|
–
|
|
|
25
|
Fidelity Investments
Boston,
Massachusetts
|
$130K
|
+$38.3K
|
+1,587
|
+38%
|
|
