|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$464M
|
+$464M
|
+9,454,483
|
New
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$139M
|
+$117M
|
+2,387,065
|
+531%
|
|
|
3
|
Wells Fargo
San Francisco,
California
|
$72.2M
|
+$1.79M
|
+36,550
|
+3%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$66.3M
|
+$19.3M
|
+392,587
|
+41%
|
|
|
5
|
|
$52.9M
|
+$13.5M
|
+274,856
|
+34%
|
|
|
6
|
Spinnaker Trust
Portland,
Maine
|
$38.5M
|
+$1.26M
|
+25,691
|
+3%
|
|
|
7
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$28.6M
|
+$505K
|
+10,291
|
+2%
|
|
|
8
|
American Economic Planning Group
Warren,
New Jersey
|
$28.3M
|
+$415K
|
+8,454
|
+1%
|
|
|
9
|
Atria Investments
Charlotte,
North Carolina
|
$27.7M
|
+$396K
|
+8,067
|
+1%
|
|
|
10
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$27M
|
–
|
–
|
–
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$23.5M
|
+$10.8M
|
+220,838
|
+86%
|
|
|
12
|
Lee Financial
Dallas,
Texas
|
$21.9M
|
+$4.85M
|
+98,925
|
+28%
|
|
|
13
|
LPL Financial
San Diego,
California
|
$16.6M
|
-$6.14M
|
-125,123
|
-27%
|
|
|
14
|
Destination Wealth Management
Walnut Creek,
California
|
$16.4M
|
+$16.4M
|
+334,762
|
+132,317%
|
|
|
15
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$12.2M
|
+$1.28M
|
+26,011
|
+12%
|
|
|
16
|
Citizens Business Bank
Ontario,
California
|
$12.1M
|
+$5.73M
|
+116,713
|
+90%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$9.57M
|
+$1.03M
|
+21,035
|
+12%
|
|
|
18
|
United Capital Financial Advisors
Irving,
Texas
|
$7.66M
|
+$1.01M
|
+20,579
|
+15%
|
|
|
19
|
Brinker Capital
Berwyn,
Pennsylvania
|
$6.96M
|
-$14.9K
|
-304
|
-0.2%
|
|
|
20
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$6.76M
|
-$240K
|
-4,886
|
-3%
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$6.63M
|
+$209K
|
+4,253
|
+3%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$6.62M
|
+$2.72M
|
+55,494
|
+70%
|
|
|
23
|
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
|
$6.04M
|
+$2.46M
|
+50,102
|
+69%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$6.01M
|
-$137K
|
-2,802
|
-2%
|
|
|
25
|
Phillips Financial Management
Fort Wayne,
Indiana
|
$5.65M
|
+$82.3K
|
+1,678
|
+1%
|
|
