|
1
|
Charles Schwab
San Francisco,
California
|
$864M
|
-$52.3M
|
-1,779,865
|
-6%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$55.7M
|
+$1.12M
|
+38,250
|
+2%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$53.9M
|
+$53.5M
|
+1,820,344
|
+15,884%
|
|
|
4
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$52.5M
|
-$179K
|
-6,102
|
-0.3%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$50.1M
|
+$1.1M
|
+37,291
|
+2%
|
|
|
6
|
|
$36.1M
|
+$13M
|
+443,690
|
+57%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$29.2M
|
+$970K
|
+33,008
|
+3%
|
|
|
8
|
Geneos Wealth Management
Englewood,
Colorado
|
$28.5M
|
+$644K
|
+21,925
|
+2%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$25.8M
|
+$75K
|
+2,551
|
+0.3%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$22.4M
|
-$2.35M
|
-79,828
|
-9%
|
|
|
11
|
Corient Private Wealth
Miami,
Florida
|
$17.9M
|
+$333K
|
+11,314
|
+2%
|
|
|
12
|
LPL Financial
San Diego,
California
|
$16.5M
|
+$3.42M
|
+116,470
|
+26%
|
|
|
13
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.4M
|
+$277K
|
+9,434
|
+2%
|
|
|
14
|
Coldstream Capital Management
Bellevue,
Washington
|
$13M
|
+$643K
|
+21,868
|
+5%
|
|
|
15
|
Columbus Macro
New Castle,
Pennsylvania
|
$12.2M
|
-$9.93K
|
-338
|
-0.1%
|
|
|
16
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$11.2M
|
-$1.23M
|
-41,813
|
-10%
|
|
|
17
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$11.1M
|
+$99.2K
|
+3,376
|
+0.9%
|
|
|
18
|
Rockefeller Capital Management
New York
|
$10.3M
|
-$1.82M
|
-62,093
|
-15%
|
|
|
19
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.1M
|
+$696K
|
+23,686
|
+7%
|
|
|
20
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.86M
|
+$388K
|
+13,205
|
+4%
|
|
|
21
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$8.92M
|
+$381K
|
+12,964
|
+4%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$8.58M
|
+$109K
|
+3,713
|
+1%
|
|
|
23
|
ETF Portfolio Partners
Leawood,
Kansas
|
$8.46M
|
+$148K
|
+5,024
|
+2%
|
|
|
24
|
RiverFront Investment Group
Richmond,
Virginia
|
$8.38M
|
+$235K
|
+7,981
|
+3%
|
|
|
25
|
White Pine Investment Company
Livonia,
Michigan
|
$7.45M
|
-$124K
|
-4,221
|
-2%
|
|
