|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$55.2M
|
+$7.53M
|
+168,629
|
+16%
|
|
|
2
|
State Street
Boston,
Massachusetts
|
$36.5M
|
+$7.93M
|
+177,570
|
+27%
|
|
|
3
|
|
$17.3M
|
-$1.31M
|
-29,357
|
-7%
|
|
|
4
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.59M
|
+$50.2K
|
+1,124
|
+0.6%
|
|
|
5
|
Bank of America
Charlotte,
North Carolina
|
$8M
|
-$577K
|
-12,935
|
-7%
|
|
|
6
|
LPL Financial
San Diego,
California
|
$7.95M
|
-$186K
|
-4,161
|
-2%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5.78M
|
+$367K
|
+8,225
|
+7%
|
|
|
8
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$4.92M
|
+$4.99M
|
+111,760
|
New
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$3.46M
|
+$498K
|
+11,150
|
+17%
|
|
|
10
|
Voya Financial Advisors
Windsor,
Connecticut
|
$3.24M
|
+$472K
|
+10,576
|
+17%
|
|
|
11
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$2.53M
|
+$2.56M
|
+57,367
|
New
|
|
|
12
|
Advisory Alpha
Holland,
Michigan
|
$2.49M
|
+$2.62M
|
+58,691
|
New
|
|
|
13
|
Comerica Bank
Dallas,
Texas
|
$2.44M
|
+$2.52M
|
+56,396
|
New
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2.38M
|
+$672K
|
+15,060
|
+39%
|
|
|
15
|
Global Financial Private Capital
Sarasota,
Florida
|
$2.2M
|
+$131K
|
+2,940
|
+6%
|
|
|
16
|
Steinberg Global Asset Management
Boca Raton,
Florida
|
$2.19M
|
+$47.4K
|
+1,063
|
+2%
|
|
|
17
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.15M
|
+$132K
|
+2,960
|
+6%
|
|
|
18
|
Advisor Group
Phoenix,
Arizona
|
$2.1M
|
+$215K
|
+4,815
|
+11%
|
|
|
19
|
Diligent Investors
Redlands,
California
|
$2.07M
|
+$2.1M
|
+47,029
|
New
|
|
|
20
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.73M
|
-$3.57K
|
-80
|
-0.2%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.7M
|
+$34.9K
|
+783
|
+2%
|
|
|
22
|
Investment Partners
New Philadelphia,
Ohio
|
$1.66M
|
–
|
–
|
–
|
|
|
23
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.48M
|
-$663K
|
-14,844
|
-31%
|
|
|
24
|
Synovus Financial
Columbus,
Georgia
|
$1.47M
|
+$8.03K
|
+180
|
+0.5%
|
|
|
25
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.31M
|
-$174K
|
-3,908
|
-12%
|
|
