|
1
|
Charles Schwab
San Francisco,
California
|
$899M
|
-$93M
|
-3,319,200
|
-10%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$53.5M
|
+$998K
|
+35,598
|
+2%
|
|
|
3
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$51.7M
|
+$50.2M
|
+1,791,122
|
New
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$47.9M
|
+$3.05M
|
+108,952
|
+7%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$27.7M
|
-$1.98M
|
-70,484
|
-7%
|
|
|
6
|
Geneos Wealth Management
Englewood,
Colorado
|
$27.3M
|
+$11.8M
|
+422,757
|
+81%
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$25.2M
|
+$19.9M
|
+710,985
|
+435%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$24.3M
|
-$278K
|
-9,911
|
-1%
|
|
|
9
|
|
$22.6M
|
+$1.27M
|
+45,469
|
+6%
|
|
|
10
|
Corient Private Wealth
Miami,
Florida
|
$17.2M
|
+$52.4K
|
+1,868
|
+0.3%
|
|
|
11
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.8M
|
+$867K
|
+30,929
|
+6%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$12.8M
|
+$7M
|
+249,799
|
+129%
|
|
|
13
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$12.2M
|
-$210K
|
-7,484
|
-2%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$12.1M
|
-$114K
|
-4,061
|
-1%
|
|
|
15
|
Columbus Macro
New Castle,
Pennsylvania
|
$12M
|
-$7.85K
|
-280
|
-0.1%
|
|
|
16
|
Rockefeller Capital Management
New York
|
$11.9M
|
-$59.6K
|
-2,125
|
-0.5%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10.7M
|
+$2.45M
|
+87,406
|
+31%
|
|
|
18
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.29M
|
+$1.5M
|
+53,430
|
+20%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$9.27M
|
-$36.8K
|
-1,312
|
-0.4%
|
|
|
20
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$8.38M
|
+$2.6M
|
+92,591
|
+47%
|
|
|
21
|
Valmark Advisers
Akron,
Ohio
|
$8.31M
|
+$186K
|
+6,628
|
+2%
|
|
|
22
|
ETF Portfolio Partners
Leawood,
Kansas
|
$8.16M
|
+$480K
|
+17,113
|
+6%
|
|
|
23
|
RiverFront Investment Group
Richmond,
Virginia
|
$7.99M
|
+$2.12M
|
+75,586
|
+38%
|
|
|
24
|
White Pine Investment Company
Livonia,
Michigan
|
$7.43M
|
-$213K
|
-7,609
|
-3%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$5.43M
|
-$184K
|
-6,572
|
-3%
|
|
