|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$446M
|
-$17.5M
|
-356,285
|
-4%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$147M
|
+$7.52M
|
+153,484
|
+5%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$81.9M
|
+$15.7M
|
+320,669
|
+24%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$72.2M
|
+$102K
|
+2,086
|
+0.1%
|
|
|
5
|
|
$66.2M
|
+$13.4M
|
+273,538
|
+25%
|
|
|
6
|
Spinnaker Trust
Portland,
Maine
|
$39.2M
|
+$747K
|
+15,239
|
+2%
|
|
|
7
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$37.7M
|
+$9.42M
|
+192,214
|
+33%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$36.8M
|
+$9.98M
|
+203,620
|
+37%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$29.9M
|
+$6.5M
|
+132,563
|
+28%
|
|
|
10
|
American Economic Planning Group
Warren,
New Jersey
|
$28.8M
|
+$484K
|
+9,881
|
+2%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$27.9M
|
+$271K
|
+5,528
|
+1%
|
|
|
12
|
Lee Financial
Dallas,
Texas
|
$22.7M
|
+$837K
|
+17,080
|
+4%
|
|
|
13
|
Destination Wealth Management
Walnut Creek,
California
|
$17M
|
+$544K
|
+11,098
|
+3%
|
|
|
14
|
LPL Financial
San Diego,
California
|
$13.7M
|
-$2.91M
|
-59,443
|
-18%
|
|
|
15
|
Citizens Business Bank
Ontario,
California
|
$12.5M
|
+$368K
|
+7,511
|
+3%
|
|
|
16
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$12M
|
-$162K
|
-3,303
|
-1%
|
|
|
17
|
Mariner
Overland Park,
Kansas
|
$10.7M
|
+$1.15M
|
+23,522
|
+12%
|
|
|
18
|
Envestnet Asset Management
Chicago,
Illinois
|
$8.36M
|
+$3.87M
|
+79,011
|
+86%
|
|
|
19
|
MML Investors Services
Springfield,
Massachusetts
|
$8.19M
|
+$4.29M
|
+87,593
|
+110%
|
|
|
20
|
United Capital Financial Advisors
Irving,
Texas
|
$7.75M
|
+$102K
|
+2,085
|
+1%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$7.51M
|
+$908K
|
+18,511
|
+14%
|
|
|
22
|
Brinker Capital
Berwyn,
Pennsylvania
|
$7.5M
|
+$554K
|
+11,300
|
+8%
|
|
|
23
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$7.5M
|
+$748K
|
+15,264
|
+11%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$6.85M
|
+$230K
|
+4,701
|
+3%
|
|
|
25
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$6.47M
|
+$1.59M
|
+32,497
|
+33%
|
|
