|
1
|
Charles Schwab
San Francisco,
California
|
$732M
|
+$749M
|
+30,009,651
|
New
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$41.1M
|
+$1.08M
|
+43,308
|
+3%
|
|
|
3
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$31.1M
|
-$1.93M
|
-77,206
|
-6%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$24.3M
|
+$925K
|
+37,067
|
+4%
|
|
|
5
|
UBS Group
Zurich,
Switzerland
|
$21.5M
|
-$2.42M
|
-97,196
|
-10%
|
|
|
6
|
|
$18.4M
|
+$1.39M
|
+55,643
|
+8%
|
|
|
7
|
Corient Private Wealth
Miami,
Florida
|
$14.4M
|
-$36.2K
|
-1,451
|
-0.2%
|
|
|
8
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$12.8M
|
+$979K
|
+39,223
|
+8%
|
|
|
9
|
White Pine Investment Company
Livonia,
Michigan
|
$12.6M
|
+$250K
|
+10,025
|
+2%
|
|
|
10
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.3M
|
+$1.45M
|
+58,179
|
+14%
|
|
|
11
|
Geneos Wealth Management
Englewood,
Colorado
|
$9.59M
|
+$462K
|
+18,517
|
+5%
|
|
|
12
|
Rockefeller Capital Management
New York
|
$9.19M
|
+$811K
|
+32,492
|
+9%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$9M
|
-$132K
|
-5,296
|
-1%
|
|
|
14
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$7.52M
|
-$163K
|
-6,526
|
-2%
|
|
|
15
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$6.71M
|
-$1.94M
|
-77,908
|
-22%
|
|
|
16
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$6.71M
|
-$1.94M
|
-77,908
|
-22%
|
|
|
17
|
Valmark Advisers
Akron,
Ohio
|
$6.55M
|
+$139K
|
+5,563
|
+2%
|
|
|
18
|
Columbus Macro
New Castle,
Pennsylvania
|
$6.33M
|
-$219K
|
-8,788
|
-3%
|
|
|
19
|
Beta Wealth Group
San Diego,
California
|
$4.79M
|
+$25.5K
|
+1,023
|
+0.5%
|
|
|
20
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.44M
|
+$4M
|
+160,518
|
+740%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.18M
|
+$3.58M
|
+143,579
|
+516%
|
|
|
22
|
|
$4.16M
|
-$1.86M
|
-74,475
|
-30%
|
|
|
23
|
RiverFront Investment Group
Richmond,
Virginia
|
$4.01M
|
+$1.15M
|
+46,044
|
+39%
|
|
|
24
|
LPL Financial
San Diego,
California
|
$3.93M
|
-$924K
|
-37,038
|
-19%
|
|
|
25
|
SSI Investment Management
Los Angeles,
California
|
$3.52M
|
-$76.8K
|
-3,080
|
-2%
|
|
