|
1
|
Charles Schwab
San Francisco,
California
|
$855M
|
-$53.7M
|
-1,780,992
|
-6%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$58M
|
-$648K
|
-21,487
|
-1%
|
|
|
3
|
Mercer Global Advisors
Denver,
Colorado
|
$56.9M
|
+$99.6K
|
+3,303
|
+0.2%
|
|
|
4
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$55.9M
|
+$3.41M
|
+112,953
|
+7%
|
|
|
5
|
O'Brien Wealth Partners
Waltham,
Massachusetts
|
$55.1M
|
-$206K
|
-6,843
|
-0.4%
|
|
|
6
|
WCG Wealth Advisors
Las Vegas,
Nevada
|
$41.6M
|
+$29M
|
+961,145
|
+252%
|
|
|
7
|
|
$39.8M
|
+$1.82M
|
+60,254
|
+5%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$34M
|
+$3.19M
|
+105,663
|
+11%
|
|
|
9
|
Geneos Wealth Management
Englewood,
Colorado
|
$30.8M
|
+$710K
|
+23,547
|
+2%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$27.1M
|
-$109K
|
-3,601
|
-0.4%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$24.4M
|
+$6.83M
|
+226,472
|
+40%
|
|
|
12
|
Allen Investment Management
New York
|
$18.5M
|
+$18M
|
+596,285
|
New
|
|
|
13
|
UBS Group
Zurich,
Switzerland
|
$17M
|
-$6.45M
|
-214,056
|
-28%
|
|
|
14
|
TS Financial Group (TSFG)
Lake Forest,
Illinois
|
$14.7M
|
+$5.2M
|
+172,578
|
+57%
|
|
|
15
|
Coldstream Capital Management
Bellevue,
Washington
|
$14.3M
|
+$615K
|
+20,407
|
+5%
|
|
|
16
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$12.9M
|
+$1.21M
|
+40,221
|
+11%
|
|
|
17
|
Columbus Macro
New Castle,
Pennsylvania
|
$12.5M
|
-$360K
|
-11,950
|
-3%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
-$3.8M
|
-126,012
|
-24%
|
|
|
19
|
Rockefeller Capital Management
New York
|
$11.3M
|
+$465K
|
+15,413
|
+4%
|
|
|
20
|
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
$10.5M
|
+$9.85M
|
+326,543
|
+2,672%
|
|
|
21
|
Cetera Investment Advisers
Schaumburg,
Illinois
|
$10.4M
|
-$322K
|
-10,664
|
-3%
|
|
|
22
|
Valmark Advisers
Akron,
Ohio
|
$9.59M
|
+$537K
|
+17,822
|
+6%
|
|
|
23
|
RiverFront Investment Group
Richmond,
Virginia
|
$9.56M
|
+$717K
|
+23,782
|
+8%
|
|
|
24
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$9.44M
|
-$926K
|
-30,723
|
-9%
|
|
|
25
|
ETF Portfolio Partners
Leawood,
Kansas
|
$9.15M
|
+$226K
|
+7,506
|
+3%
|
|
