|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$292M
|
+$33.7M
|
+2,780,200
|
+14%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$53.2M
|
+$49.2M
|
+4,062,524
|
+13,909%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$47M
|
+$38.9M
|
+3,214,076
|
+802%
|
|
|
4
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$34.1M
|
+$5.2M
|
+429,644
|
+20%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$25.8M
|
+$4.51M
|
+372,048
|
+23%
|
|
|
6
|
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
|
$22.5M
|
+$2.94M
|
+242,912
|
+16%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$18.6M
|
+$1.32M
|
+108,680
|
+8%
|
|
|
8
|
SVA Wealth Management
Madison,
Wisconsin
|
$16.2M
|
+$1.61M
|
+132,532
|
+12%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$15.5M
|
+$1.45M
|
+119,936
|
+11%
|
|
|
10
|
Richard Bernstein Advisors
New York
|
$13.8M
|
+$12.8M
|
+1,057,556
|
New
|
|
|
11
|
|
$13.2M
|
+$12.3M
|
+1,013,984
|
New
|
|
|
12
|
|
$12.5M
|
+$3.64M
|
+300,824
|
+46%
|
|
|
13
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$12.2M
|
+$691K
|
+57,080
|
+6%
|
|
|
14
|
CWH Capital Management
Spokane,
Washington
|
$9.97M
|
-$324K
|
-26,708
|
-3%
|
|
|
15
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$9.22M
|
+$409K
|
+33,772
|
+5%
|
|
|
16
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$8.9M
|
-$226K
|
-18,680
|
-3%
|
|
|
17
|
TD Ameritrade Trust
Denver,
Colorado
|
$8.61M
|
+$5.7M
|
+470,492
|
+246%
|
|
|
18
|
Meridian Management
Little Rock,
Arkansas
|
$8.41M
|
+$1.07M
|
+88,416
|
+16%
|
|
|
19
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$8.4M
|
+$260K
|
+21,476
|
+3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$8.23M
|
+$401K
|
+33,116
|
+5%
|
|
|
21
|
Valentine Ventures
Bend,
Oregon
|
$7.92M
|
-$131K
|
-10,812
|
-2%
|
|
|
22
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$7.07M
|
+$594K
|
+49,080
|
+10%
|
|
|
23
|
Allianz Asset Management
Munich,
Germany
|
$6.99M
|
-$2.36M
|
-194,704
|
-27%
|
|
|
24
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$6.58M
|
+$329K
|
+27,152
|
+6%
|
|
|
25
|
Marquette Asset Management
Minneapolis,
Minnesota
|
$6.39M
|
-$53.2K
|
-4,396
|
-0.9%
|
|
