|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$30.6M
|
+$11.7M
|
+257,427
|
+63%
|
|
|
2
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$27.3M
|
+$684K
|
+15,022
|
+3%
|
|
|
3
|
|
$25.8M
|
+$4.08M
|
+89,613
|
+19%
|
|
|
4
|
Prospera Financial Services
Dallas,
Texas
|
$20.1M
|
-$2.17M
|
-47,739
|
-10%
|
|
|
5
|
State Street
Boston,
Massachusetts
|
$16.1M
|
+$5.85M
|
+128,446
|
+58%
|
|
|
6
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$13.4M
|
-$7.76M
|
-170,431
|
-37%
|
|
|
7
|
Bank of America
Charlotte,
North Carolina
|
$10.5M
|
-$2.72M
|
-59,791
|
-21%
|
|
|
8
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$8.72M
|
+$33.1K
|
+726
|
+0.4%
|
|
|
9
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$8.04M
|
+$69.5K
|
+1,525
|
+0.9%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$7.61M
|
-$3.61M
|
-79,250
|
-32%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.91M
|
-$517K
|
-11,351
|
-8%
|
|
|
12
|
Raymond James & Associates
St Petersburg,
Florida
|
$4.98M
|
+$1.22M
|
+26,804
|
+33%
|
|
|
13
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$3.98M
|
+$1.24M
|
+27,218
|
+46%
|
|
|
14
|
Ameriprise
Minneapolis,
Minnesota
|
$3.74M
|
+$1.28M
|
+28,057
|
+53%
|
|
|
15
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$3.52M
|
+$1.23M
|
+27,058
|
+55%
|
|
|
16
|
|
$2.45M
|
-$21.3K
|
-467
|
-0.9%
|
|
|
17
|
Stephens Inc
Little Rock,
Arkansas
|
$2.38M
|
+$2.36M
|
+51,749
|
New
|
|
|
18
|
Regal Investment Advisors
Kentwood,
Michigan
|
$2.16M
|
-$69.3K
|
-1,521
|
-3%
|
|
|
19
|
First Allied Advisory Services
San Diego,
California
|
$2.08M
|
+$1.62M
|
+35,513
|
+374%
|
|
|
20
|
Investment Partners
New Philadelphia,
Ohio
|
$2.01M
|
+$1.34M
|
+29,496
|
+208%
|
|
|
21
|
|
$1.9M
|
+$390K
|
+8,570
|
+26%
|
|
|
22
|
Synovus Financial
Columbus,
Georgia
|
$1.8M
|
+$67.8K
|
+1,489
|
+4%
|
|
|
23
|
Stifel Financial
St. Louis,
Missouri
|
$1.8M
|
+$59.9K
|
+1,314
|
+3%
|
|
|
24
|
Advantage Investment Management
Cedar Rapids,
Iowa
|
$1.75M
|
+$60.1K
|
+1,319
|
+4%
|
|
|
25
|
Next Financial Group
Houston,
Texas
|
$1.51M
|
+$118K
|
+2,584
|
+9%
|
|
