|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$185M
|
+$9.65M
|
+649,431
|
+6%
|
|
|
2
|
Personal Capital Advisors
Redwood City,
California
|
$41.5M
|
+$39.5M
|
+2,656,595
|
+6,802%
|
|
|
3
|
Envestnet Asset Management
Chicago,
Illinois
|
$16.5M
|
-$2.24M
|
-150,745
|
-12%
|
|
|
4
|
LPL Financial
San Diego,
California
|
$7.22M
|
-$1.21M
|
-81,618
|
-14%
|
|
|
5
|
United Services Automobile Association
San Antonio,
Texas
|
$5.75M
|
+$5.54M
|
+372,900
|
New
|
|
|
6
|
Efficient Market Advisors
San Diego,
California
|
$4.61M
|
+$22.9K
|
+1,542
|
+0.5%
|
|
|
7
|
Frontier Wealth Management
Kansas City,
Missouri
|
$1.92M
|
+$1.85M
|
+124,273
|
New
|
|
|
8
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$1.64M
|
-$172K
|
-11,597
|
-10%
|
|
|
9
|
AFAM Capital
Austin,
Texas
|
$649K
|
-$20.9K
|
-1,409
|
-3%
|
|
|
10
|
|
$533K
|
+$42.8K
|
+2,879
|
+9%
|
|
|
11
|
|
$449K
|
+$433K
|
+29,165
|
New
|
|
|
12
|
Concert Wealth Management
San Jose,
California
|
$248K
|
-$26.7K
|
-1,795
|
-10%
|
|
|
13
|
First Allied Advisory Services
San Diego,
California
|
$237K
|
–
|
–
|
–
|
|
|
14
|
Stanford Investment Group
Mountain View,
California
|
$63K
|
–
|
–
|
–
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$59K
|
+$56.8K
|
+3,824
|
New
|
|
|
16
|
UBS Group
Zurich,
Switzerland
|
$40K
|
+$35.2K
|
+2,370
|
+937%
|
|
|
17
|
IFP Advisors
Tampa,
Florida
|
$24K
|
-$53K
|
-3,570
|
-71%
|
|
|
18
|
US Bancorp
Minneapolis,
Minnesota
|
$20K
|
+$19.4K
|
+1,303
|
New
|
|
|
19
|
Bank of America
Charlotte,
North Carolina
|
$15K
|
+$14.3K
|
+960
|
New
|
|
|
20
|
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
$11K
|
+$10.9K
|
+731
|
New
|
|
|
21
|
American International Group
New York
|
$8K
|
+$7.25K
|
+488
|
New
|
|
|
22
|
Dubuque Bank & Trust
Dubuque,
Iowa
|
$4K
|
–
|
–
|
–
|
|
|
23
|
Tower Research Capital (TRC)
New York
|
$3K
|
+$2.47K
|
+166
|
+519%
|
|
|
24
|
Pinnacle Advisory Group
Columbia,
Maryland
|
–
|
-$5.68M
|
-363,861
|
Closed
|
|
