|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$56.4M
|
-$5.89M
|
-136,618
|
-9%
|
|
|
2
|
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
$38.8M
|
+$18.3M
|
+424,282
|
+87%
|
|
|
3
|
State Street
Boston,
Massachusetts
|
$37.2M
|
+$24.3M
|
+564,609
|
+183%
|
|
|
4
|
Allworth Financial
Folsom,
California
|
$18.6M
|
-$3.35M
|
-77,755
|
-15%
|
|
|
5
|
|
$17.2M
|
+$3.61M
|
+83,659
|
+26%
|
|
|
6
|
Chessman Wealth Strategies RIA
Dallas,
Texas
|
$10.3M
|
+$10.4M
|
+241,913
|
New
|
|
|
7
|
Wells Fargo
San Francisco,
California
|
$9.98M
|
+$3.85M
|
+89,315
|
+62%
|
|
|
8
|
NewSquare Capital
Newtown Square,
Pennsylvania
|
$9.35M
|
+$869K
|
+20,155
|
+10%
|
|
|
9
|
Bank of America
Charlotte,
North Carolina
|
$9.09M
|
+$1.76M
|
+40,828
|
+24%
|
|
|
10
|
LPL Financial
San Diego,
California
|
$6.07M
|
+$459K
|
+10,654
|
+8%
|
|
|
11
|
UBS Group
Zurich,
Switzerland
|
$5.87M
|
-$1.33M
|
-30,861
|
-18%
|
|
|
12
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$5.64M
|
+$2.51M
|
+58,167
|
+79%
|
|
|
13
|
Investment Partners
New Philadelphia,
Ohio
|
$4.56M
|
–
|
–
|
–
|
|
|
14
|
Strategic Wealth Partners
Independence,
Ohio
|
$4.35M
|
+$2.1M
|
+48,585
|
+91%
|
|
|
15
|
1834 Investment Advisors
Milwaukee,
Wisconsin
|
$3.52M
|
-$323K
|
-7,492
|
-8%
|
|
|
16
|
Diligent Investors
Redlands,
California
|
$2.81M
|
+$217K
|
+5,033
|
+8%
|
|
|
17
|
Global Financial Private Capital
Sarasota,
Florida
|
$2.57M
|
-$370K
|
-8,583
|
-12%
|
|
|
18
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$2M
|
+$215K
|
+4,984
|
+12%
|
|
|
19
|
Stonehearth Capital Management
Danvers,
Massachusetts
|
$1.76M
|
+$59.9K
|
+1,388
|
+3%
|
|
|
20
|
Raymond James & Associates
St Petersburg,
Florida
|
$1.66M
|
-$1.38K
|
-32
|
-0.1%
|
|
|
21
|
SWS Partners
Columbus,
Ohio
|
$1.65M
|
+$50.8K
|
+1,177
|
+3%
|
|
|
22
|
Windsor Capital Management
Phoenix,
Arizona
|
$1.51M
|
+$198K
|
+4,587
|
+15%
|
|
|
23
|
Transamerica Financial Advisors
St. Petersburg,
Florida
|
$1.48M
|
+$105K
|
+2,436
|
+8%
|
|
|
24
|
Advisor Group
Phoenix,
Arizona
|
$1.4M
|
+$766K
|
+17,771
|
+118%
|
|
|
25
|
First Trust Advisors
Wheaton,
Illinois
|
$1.37M
|
+$410K
|
+9,506
|
+42%
|
|
