|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$192M
|
-$6.15M
|
-151,750
|
-3%
|
|
|
2
|
UBS Group
Zurich,
Switzerland
|
$51.9M
|
+$5.62M
|
+138,691
|
+12%
|
|
|
3
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$20.9M
|
+$13.4M
|
+329,721
|
+187%
|
|
|
4
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$17.4M
|
+$11.9M
|
+292,675
|
+228%
|
|
|
5
|
|
$15.8M
|
+$10.4M
|
+257,409
|
+205%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$14.4M
|
-$299K
|
-7,385
|
-2%
|
|
|
7
|
United Capital Financial Advisors
Irving,
Texas
|
$14.2M
|
-$216K
|
-5,317
|
-2%
|
|
|
8
|
|
$12.8M
|
+$11.5M
|
+284,786
|
+1,146%
|
|
|
9
|
Wells Fargo
San Francisco,
California
|
$11.6M
|
+$3.89M
|
+95,873
|
+52%
|
|
|
10
|
Ameriprise
Minneapolis,
Minnesota
|
$9.99M
|
+$6.29M
|
+155,234
|
+179%
|
|
|
11
|
Round Table Services
Westfield,
New Jersey
|
$7.97M
|
+$7.82M
|
+192,950
|
New
|
|
|
12
|
LPL Financial
San Diego,
California
|
$7.95M
|
+$3.57M
|
+88,048
|
+84%
|
|
|
13
|
Oribel Capital Management
New York
|
$7.02M
|
+$6.88M
|
+169,800
|
New
|
|
|
14
|
Jackson Financial Management
Costa Mesa,
California
|
$5.92M
|
+$5.8M
|
+143,158
|
New
|
|
|
15
|
Allianz Asset Management
Munich,
Germany
|
$5.7M
|
+$122K
|
+3,000
|
+2%
|
|
|
16
|
Barometer Capital Management
Toronto,
Ontario, Canada
|
$5.34M
|
-$462K
|
-11,400
|
-8%
|
|
|
17
|
Stifel Financial
St. Louis,
Missouri
|
$4.91M
|
+$1.37M
|
+33,715
|
+39%
|
|
|
18
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.51M
|
+$1.43M
|
+35,243
|
+48%
|
|
|
19
|
Oppenheimer & Co
New York
|
$4.47M
|
+$1.43M
|
+35,181
|
+48%
|
|
|
20
|
L.J. Altfest & Co
New York
|
$4.06M
|
+$3.98M
|
+98,213
|
New
|
|
|
21
|
Mariner Independent Advisor Network
Overland Park,
Kansas
|
$3.87M
|
+$3.8M
|
+93,634
|
New
|
|
|
22
|
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
$3.75M
|
+$1.7M
|
+41,990
|
+86%
|
|
|
23
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$3.69M
|
+$488K
|
+12,031
|
+16%
|
|
|
24
|
Bank of America
Charlotte,
North Carolina
|
$3.69M
|
+$3.32M
|
+81,949
|
+1,119%
|
|
|
25
|
SCP Investment
Orinda,
California
|
$3.31M
|
+$3.24M
|
+80,000
|
New
|
|
