|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$63.4M
|
+$788K
|
+18,329
|
+1%
|
|
|
2
|
Allworth Financial
Folsom,
California
|
$22.4M
|
+$22.1M
|
+514,524
|
New
|
|
|
3
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$21.1M
|
+$20.9M
|
+486,027
|
New
|
|
|
4
|
Gradient Investments
Arden Hills,
Minnesota
|
$15.2M
|
+$1.78M
|
+41,330
|
+13%
|
|
|
5
|
|
$13.9M
|
+$5.08M
|
+118,185
|
+59%
|
|
|
6
|
State Street
Boston,
Massachusetts
|
$13.4M
|
+$7.42M
|
+172,665
|
+128%
|
|
|
7
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$8.65M
|
+$8.39M
|
+195,344
|
+5,119%
|
|
|
8
|
Bank of America
Charlotte,
North Carolina
|
$7.5M
|
+$188K
|
+4,371
|
+3%
|
|
|
9
|
UBS Group
Zurich,
Switzerland
|
$7.33M
|
+$2.06M
|
+47,952
|
+40%
|
|
|
10
|
Wells Fargo
San Francisco,
California
|
$6.29M
|
+$5.3M
|
+123,260
|
+572%
|
|
|
11
|
LPL Financial
San Diego,
California
|
$5.72M
|
-$299K
|
-6,958
|
-5%
|
|
|
12
|
Millennium Management
New York
|
$4.09M
|
+$2.87M
|
+66,856
|
+245%
|
|
|
13
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.91M
|
-$393K
|
-9,138
|
-9%
|
|
|
14
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$3.22M
|
+$771K
|
+17,939
|
+32%
|
|
|
15
|
Global Financial Private Capital
Sarasota,
Florida
|
$3M
|
+$195K
|
+4,549
|
+7%
|
|
|
16
|
Diligent Investors
Redlands,
California
|
$2.65M
|
+$151K
|
+3,511
|
+6%
|
|
|
17
|
Strategic Wealth Partners
Independence,
Ohio
|
$2.32M
|
+$475K
|
+11,060
|
+26%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$1.82M
|
+$215K
|
+4,995
|
+14%
|
|
|
19
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.73M
|
+$24.1K
|
+560
|
+1%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.69M
|
+$409K
|
+9,522
|
+32%
|
|
|
21
|
Investment Partners
New Philadelphia,
Ohio
|
$1.64M
|
–
|
–
|
–
|
|
|
22
|
SWS Partners
Columbus,
Ohio
|
$1.64M
|
+$304K
|
+7,072
|
+23%
|
|
|
23
|
Advisory Alpha
Holland,
Michigan
|
$1.54M
|
-$238K
|
-5,546
|
-13%
|
|
|
24
|
Synovus Financial
Columbus,
Georgia
|
$1.49M
|
-$20.6K
|
-479
|
-1%
|
|
|
25
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.4M
|
+$1.37M
|
+31,904
|
+12,711%
|
|
