|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$276M
|
+$17.5M
|
+351,326
|
+7%
|
|
|
2
|
Raymond James & Associates
St Petersburg,
Florida
|
$225M
|
+$9.26M
|
+185,491
|
+4%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$138M
|
+$11.4M
|
+229,297
|
+9%
|
|
|
4
|
|
$77.8M
|
+$2.55M
|
+51,143
|
+3%
|
|
|
5
|
Wells Fargo
San Francisco,
California
|
$77.6M
|
+$2.38M
|
+47,719
|
+3%
|
|
|
6
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$77.6M
|
+$5.42M
|
+108,508
|
+8%
|
|
|
7
|
Ameriprise
Minneapolis,
Minnesota
|
$62.5M
|
+$56.2M
|
+1,125,191
|
+987%
|
|
|
8
|
Stadion Money Management
Watkinsville,
Georgia
|
$54.7M
|
-$1.9M
|
-38,040
|
-3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$52.1M
|
+$13M
|
+259,909
|
+34%
|
|
|
10
|
Divergent Wealth Advisors
South Jordan,
Utah
|
$41.1M
|
+$9.95M
|
+199,376
|
+32%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$32.4M
|
+$12.9M
|
+257,850
|
+67%
|
|
|
12
|
Lee Financial
Dallas,
Texas
|
$25M
|
+$3.25K
|
+65
|
+0%
|
|
|
13
|
Mariner
Overland Park,
Kansas
|
$20.4M
|
+$3.14M
|
+62,978
|
+18%
|
|
|
14
|
BCM Advisors
Lafayette,
Louisiana
|
$19.2M
|
-$2.36M
|
-47,266
|
-11%
|
|
|
15
|
Destination Wealth Management
Walnut Creek,
California
|
$18.7M
|
+$397K
|
+7,948
|
+2%
|
|
|
16
|
Evergreen Advisors
Chattanooga,
Tennessee
|
$17.5M
|
+$17.3M
|
+346,829
|
New
|
|
|
17
|
LPL Financial
San Diego,
California
|
$16.6M
|
+$1.42M
|
+28,491
|
+9%
|
|
|
18
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$15.4M
|
+$252K
|
+5,046
|
+2%
|
|
|
19
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.7M
|
+$5.79M
|
+116,058
|
+67%
|
|
|
20
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$14.4M
|
+$5.23M
|
+104,676
|
+58%
|
|
|
21
|
Jones Financial Companies
Des Peres,
Missouri
|
$14.4M
|
+$394K
|
+7,902
|
+3%
|
|
|
22
|
Courage Miller Partners
Norfolk,
Virginia
|
$12.9M
|
+$12.7M
|
+254,931
|
New
|
|
|
23
|
Brinker Capital
Berwyn,
Pennsylvania
|
$12.5M
|
-$46.2K
|
-925
|
-0.4%
|
|
|
24
|
Envestnet Asset Management
Chicago,
Illinois
|
$12.3M
|
-$3.03M
|
-60,790
|
-20%
|
|
|
25
|
Abundance Wealth Counselors
State College,
Pennsylvania
|
$11.8M
|
+$5.77M
|
+115,503
|
+97%
|
|
