|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$421M
|
-$25.1M
|
-515,238
|
-6%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$149M
|
+$2.58M
|
+52,922
|
+2%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$90.3M
|
+$8.26M
|
+169,156
|
+10%
|
|
|
4
|
Wells Fargo
San Francisco,
California
|
$75.3M
|
+$3.01M
|
+61,595
|
+4%
|
|
|
5
|
|
$75.3M
|
+$8.91M
|
+182,452
|
+14%
|
|
|
6
|
Stadion Money Management
Watkinsville,
Georgia
|
$54.7M
|
+$54.5M
|
+1,115,920
|
New
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$38.8M
|
+$8.73M
|
+178,775
|
+29%
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$37.2M
|
+$279K
|
+5,707
|
+0.8%
|
|
|
9
|
Legacy Private Trust
Neenah,
Wisconsin
|
$36.1M
|
+$35.9M
|
+735,514
|
New
|
|
|
10
|
American Economic Planning Group
Warren,
New Jersey
|
$34.8M
|
+$6.01M
|
+123,203
|
+21%
|
|
|
11
|
Atria Investments
Charlotte,
North Carolina
|
$28.6M
|
+$658K
|
+13,475
|
+2%
|
|
|
12
|
Lee Financial
Dallas,
Texas
|
$23.6M
|
+$855K
|
+17,517
|
+4%
|
|
|
13
|
BCM Advisors
Lafayette,
Louisiana
|
$20.1M
|
+$17M
|
+348,402
|
+576%
|
|
|
14
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$15.3M
|
-$22.6M
|
-463,311
|
-60%
|
|
|
15
|
Destination Wealth Management
Walnut Creek,
California
|
$13.9M
|
-$3.04M
|
-62,277
|
-18%
|
|
|
16
|
Envestnet Asset Management
Chicago,
Illinois
|
$13.8M
|
+$5.38M
|
+110,266
|
+65%
|
|
|
17
|
LPL Financial
San Diego,
California
|
$13.5M
|
-$258K
|
-5,277
|
-2%
|
|
|
18
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$12.5M
|
+$12.4M
|
+254,017
|
+508,034%
|
|
|
19
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$12.2M
|
+$93.7K
|
+1,920
|
+0.8%
|
|
|
20
|
Mariner
Overland Park,
Kansas
|
$12M
|
+$1.28M
|
+26,234
|
+12%
|
|
|
21
|
Citizens Business Bank
Ontario,
California
|
$12M
|
-$522K
|
-10,696
|
-4%
|
|
|
22
|
Jones Financial Companies
Des Peres,
Missouri
|
$11.9M
|
+$4.35M
|
+89,029
|
+58%
|
|
|
23
|
Brinker Capital
Berwyn,
Pennsylvania
|
$11.6M
|
+$4.08M
|
+83,506
|
+55%
|
|
|
24
|
Disciplina Capital Management
Nashville,
Tennessee
|
$11.4M
|
+$11.3M
|
+232,222
|
New
|
|
|
25
|
Sigma Planning Corp
Ann Arbor,
Michigan
|
$9.57M
|
+$3.11M
|
+63,646
|
+48%
|
|
