|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$256M
|
-$171M
|
-3,454,203
|
-40%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$213M
|
+$61M
|
+1,233,844
|
+41%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$125M
|
+$33.4M
|
+675,543
|
+37%
|
|
|
4
|
|
$74.4M
|
-$2.09M
|
-42,319
|
-3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$74.3M
|
-$2.19M
|
-44,220
|
-3%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$71.3M
|
+$33.2M
|
+672,408
|
+89%
|
|
|
7
|
Stadion Money Management
Watkinsville,
Georgia
|
$56M
|
+$321K
|
+6,490
|
+0.6%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$38.6M
|
-$809K
|
-16,367
|
-2%
|
|
|
9
|
American Economic Planning Group
Warren,
New Jersey
|
$35.9M
|
+$498K
|
+10,072
|
+1%
|
|
|
10
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$30.7M
|
+$15.1M
|
+304,819
|
+98%
|
|
|
11
|
Legacy Private Trust
Neenah,
Wisconsin
|
$28.2M
|
-$8.39M
|
-169,811
|
-23%
|
|
|
12
|
Lee Financial
Dallas,
Texas
|
$24.7M
|
+$731K
|
+14,796
|
+3%
|
|
|
13
|
BCM Advisors
Lafayette,
Louisiana
|
$21.3M
|
+$907K
|
+18,349
|
+4%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$19.2M
|
+$15.1M
|
+305,430
|
+383%
|
|
|
15
|
Destination Wealth Management
Walnut Creek,
California
|
$18.1M
|
+$3.94M
|
+79,625
|
+28%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$17M
|
+$4.78M
|
+96,618
|
+39%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$15.2M
|
+$1.14M
|
+23,070
|
+8%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$15M
|
+$1.35M
|
+27,236
|
+10%
|
|
|
19
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$14.9M
|
+$2.25M
|
+45,502
|
+18%
|
|
|
20
|
Jones Financial Companies
Des Peres,
Missouri
|
$13.8M
|
+$1.73M
|
+34,993
|
+14%
|
|
|
21
|
Brinker Capital
Berwyn,
Pennsylvania
|
$12.4M
|
+$558K
|
+11,279
|
+5%
|
|
|
22
|
Citizens Business Bank
Ontario,
California
|
$12.2M
|
+$64.5K
|
+1,305
|
+0.5%
|
|
|
23
|
TRUE Private Wealth Advisors
Salem,
Oregon
|
$10.7M
|
-$1.6M
|
-32,363
|
-13%
|
|
|
24
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$9.01M
|
+$2.31M
|
+46,774
|
+35%
|
|
|
25
|
Arkansas Financial Group
Little Rock,
Arkansas
|
$8.91M
|
+$960K
|
+19,412
|
+12%
|
|
