|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$62.6M
|
+$8.06M
|
+186,874
|
+15%
|
|
|
2
|
Gradient Investments
Arden Hills,
Minnesota
|
$13.4M
|
+$12.1M
|
+280,255
|
+997%
|
|
|
3
|
|
$8.72M
|
-$8.24M
|
-191,165
|
-49%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$7.3M
|
-$587K
|
-13,623
|
-7%
|
|
|
5
|
LPL Financial
San Diego,
California
|
$6.02M
|
-$1.81M
|
-41,937
|
-23%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$5.88M
|
-$29.9M
|
-693,177
|
-84%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$5.24M
|
-$460K
|
-10,673
|
-8%
|
|
|
8
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$4.31M
|
-$544K
|
-12,608
|
-11%
|
|
|
9
|
Lucia Wealth Services
San Diego,
California
|
$4.25M
|
+$3.59M
|
+83,191
|
+565%
|
|
|
10
|
Global Financial Private Capital
Sarasota,
Florida
|
$2.8M
|
+$621K
|
+14,413
|
+29%
|
|
|
11
|
Allegis Investment Advisors
Idaho Falls,
Idaho
|
$2.53M
|
+$34.5K
|
+800
|
+1%
|
|
|
12
|
Diligent Investors
Redlands,
California
|
$2.49M
|
+$447K
|
+10,359
|
+22%
|
|
|
13
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$2.44M
|
+$315K
|
+7,304
|
+15%
|
|
|
14
|
Strategic Wealth Partners
Independence,
Ohio
|
$1.84M
|
+$1.8M
|
+41,812
|
+7,172%
|
|
|
15
|
Advisory Alpha
Holland,
Michigan
|
$1.75M
|
-$755K
|
-17,515
|
-30%
|
|
|
16
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.71M
|
+$1.16K
|
+27
|
+0.1%
|
|
|
17
|
Investment Partners
New Philadelphia,
Ohio
|
$1.64M
|
–
|
–
|
–
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.6M
|
-$739K
|
-17,140
|
-32%
|
|
|
19
|
Synovus Financial
Columbus,
Georgia
|
$1.51M
|
+$64.3K
|
+1,491
|
+4%
|
|
|
20
|
SWS Partners
Columbus,
Ohio
|
$1.32M
|
+$241K
|
+5,590
|
+22%
|
|
|
21
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.27M
|
-$397K
|
-9,205
|
-24%
|
|
|
22
|
Millennium Management
New York
|
$1.19M
|
+$1.18M
|
+27,300
|
New
|
|
|
23
|
Windsor Capital Management
Phoenix,
Arizona
|
$1.18M
|
+$666K
|
+15,442
|
+131%
|
|
|
24
|
Private Advisory Group
Redmond,
Washington
|
$1.18M
|
+$615K
|
+14,276
|
+111%
|
|
|
25
|
Highland Private Wealth Management
Bellevue,
Washington
|
$1.18M
|
+$1.17M
|
+27,167
|
New
|
|
