|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$252M
|
+$67.2M
|
+1,683,132
|
+33%
|
|
|
2
|
|
$230M
|
-$16.3M
|
-407,548
|
-6%
|
|
|
3
|
Bank of America
Charlotte,
North Carolina
|
$64.5M
|
+$45.2M
|
+1,132,895
|
+193%
|
|
|
4
|
United Services Automobile Association
San Antonio,
Texas
|
$64.5M
|
–
|
–
|
–
|
|
|
5
|
PFS Investments
Duluth,
Georgia
|
$63.4M
|
+$6.95M
|
+174,186
|
+12%
|
|
|
6
|
UBS Group
Zurich,
Switzerland
|
$51.6M
|
-$3.16M
|
-79,217
|
-5%
|
|
|
7
|
|
$27.6M
|
+$29.4M
|
+735,367
|
New
|
|
|
8
|
Tiedemann Advisors
New York
|
$20.8M
|
+$19.4M
|
+487,169
|
+710%
|
|
|
9
|
RegentAtlantic Capital
Morristown,
New Jersey
|
$20.2M
|
+$13.9M
|
+347,338
|
+182%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$14.3M
|
-$1.5M
|
-37,547
|
-9%
|
|
|
11
|
Wakefield Asset Management
Englewood,
Colorado
|
$12.7M
|
-$497K
|
-12,441
|
-4%
|
|
|
12
|
|
$11.8M
|
-$1.41M
|
-35,255
|
-10%
|
|
|
13
|
Legacy Private Trust
Neenah,
Wisconsin
|
$10.4M
|
-$3.04M
|
-76,166
|
-22%
|
|
|
14
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$10M
|
+$444K
|
+11,134
|
+4%
|
|
|
15
|
Private Ocean
San Rafael,
California
|
$8.42M
|
+$6.21M
|
+155,516
|
+225%
|
|
|
16
|
Carroll Financial Associates
Charlotte,
North Carolina
|
$7.06M
|
-$130K
|
-3,245
|
-2%
|
|
|
17
|
US Bancorp
Minneapolis,
Minnesota
|
$6.95M
|
-$166K
|
-4,159
|
-2%
|
|
|
18
|
LPL Financial
San Diego,
California
|
$6.25M
|
+$327K
|
+8,182
|
+5%
|
|
|
19
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$5.8M
|
-$1.6M
|
-40,023
|
-21%
|
|
|
20
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$4.99M
|
+$5.08M
|
+127,330
|
+2,267%
|
|
|
21
|
Arlington Financial Advisors
Santa Barbara,
California
|
$4.15M
|
-$768K
|
-19,238
|
-15%
|
|
|
22
|
Cetera Advisor Networks
El Segundo,
California
|
$4.07M
|
+$1.16M
|
+29,167
|
+37%
|
|
|
23
|
Waverly Advisors
Birmingham,
Alabama
|
$3.87M
|
+$857K
|
+21,478
|
+26%
|
|
|
24
|
Shakespeare Wealth Management
Pewaukee,
Wisconsin
|
$3.27M
|
+$2.68M
|
+67,130
|
+338%
|
|
|
25
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$3M
|
+$2.68M
|
+67,209
|
+522%
|
|
