|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$264M
|
+$235M
|
+9,262,055
|
+398%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$122M
|
+$4.87M
|
+191,740
|
+4%
|
|
|
3
|
|
$97.7M
|
-$4.36M
|
-171,495
|
-4%
|
|
|
4
|
Hefren-Tillotson
Pittsburgh,
Pennsylvania
|
$67.5M
|
+$2.6M
|
+102,255
|
+4%
|
|
|
5
|
Mariner
Overland Park,
Kansas
|
$59.7M
|
-$807K
|
-31,755
|
-1%
|
|
|
6
|
|
$55.1M
|
-$10.1M
|
-398,905
|
-14%
|
|
|
7
|
Cerity Partners OCIO
New York
|
$51.6M
|
+$4.34M
|
+170,825
|
+8%
|
|
|
8
|
UBS Group
Zurich,
Switzerland
|
$27.4M
|
-$45.6K
|
-1,795
|
-0.1%
|
|
|
9
|
Waddell & Associates
Memphis,
Tennessee
|
$26.4M
|
+$29.5M
|
+1,159,320
|
New
|
|
|
10
|
Raymond James & Associates
St Petersburg,
Florida
|
$25M
|
+$1.11M
|
+43,800
|
+4%
|
|
|
11
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$23.3M
|
+$12.9M
|
+507,885
|
+98%
|
|
|
12
|
Waverly Advisors
Birmingham,
Alabama
|
$22.6M
|
-$945K
|
-37,190
|
-4%
|
|
|
13
|
Legacy Private Trust
Neenah,
Wisconsin
|
$21.3M
|
-$968K
|
-38,090
|
-4%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$20.8M
|
+$3.83M
|
+150,750
|
+20%
|
|
|
15
|
Trilogy Capital
Irvine,
California
|
$15.9M
|
+$208K
|
+8,180
|
+1%
|
|
|
16
|
Cardan Capital Partners
Denver,
Colorado
|
$15.8M
|
+$17.6M
|
+693,530
|
New
|
|
|
17
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$15M
|
+$15.5M
|
+609,545
|
+1,855%
|
|
|
18
|
Wells Fargo
San Francisco,
California
|
$13.9M
|
-$15M
|
-589,235
|
-49%
|
|
|
19
|
PFS Investments
Duluth,
Georgia
|
$11.3M
|
+$1.13M
|
+44,385
|
+10%
|
|
|
20
|
Badgley, Phelps & Bell
Seattle,
Washington
|
$10.8M
|
+$545K
|
+21,435
|
+5%
|
|
|
21
|
Cetera Advisor Networks
El Segundo,
California
|
$9.27M
|
+$839K
|
+33,015
|
+9%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$9.17M
|
+$145K
|
+5,695
|
+1%
|
|
|
23
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$9.1M
|
+$685K
|
+26,965
|
+7%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$7.89M
|
+$46.6K
|
+1,835
|
+0.5%
|
|
|
25
|
Delphi Private Advisors
San Diego,
California
|
$7.64M
|
-$1.08M
|
-42,600
|
-11%
|
|
