|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$433M
|
+$55.6M
|
+3,921,248
|
+15%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$66.2M
|
+$3.26M
|
+229,580
|
+5%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$60.7M
|
+$2.69M
|
+189,764
|
+5%
|
|
|
4
|
|
$29.8M
|
+$16.5M
|
+1,165,280
|
+128%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$28.7M
|
+$2.99M
|
+210,916
|
+12%
|
|
|
6
|
Financial Management Professionals
Austin,
Texas
|
$23.6M
|
+$23.2M
|
+1,633,112
|
+28,997%
|
|
|
7
|
Charles Schwab
San Francisco,
California
|
$21.3M
|
+$1.05M
|
+74,056
|
+5%
|
|
|
8
|
|
$20.7M
|
+$3.32M
|
+234,016
|
+19%
|
|
|
9
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.7M
|
+$568K
|
+40,036
|
+3%
|
|
|
10
|
Richard Bernstein Advisors
New York
|
$18.7M
|
+$1.54M
|
+108,364
|
+9%
|
|
|
11
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$16M
|
+$204K
|
+14,408
|
+1%
|
|
|
12
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$14.7M
|
+$691K
|
+48,712
|
+5%
|
|
|
13
|
TD Ameritrade Trust
Denver,
Colorado
|
$13.7M
|
+$1.95M
|
+137,400
|
+17%
|
|
|
14
|
SVA Wealth Management
Madison,
Wisconsin
|
$12.9M
|
-$5.24M
|
-369,404
|
-29%
|
|
|
15
|
|
$12.5M
|
+$6.85M
|
+482,644
|
+125%
|
|
|
16
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$9.82M
|
-$27.7M
|
-1,949,252
|
-74%
|
|
|
17
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$9.61M
|
+$995K
|
+70,120
|
+12%
|
|
|
18
|
Moneywise Inc
Forest,
Virginia
|
$9.4M
|
+$9.27M
|
+653,664
|
New
|
|
|
19
|
Meridian Management
Little Rock,
Arkansas
|
$8.99M
|
-$42.8K
|
-3,020
|
-0.5%
|
|
|
20
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$8.91M
|
-$192K
|
-13,528
|
-2%
|
|
|
21
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$8.39M
|
-$1.55M
|
-109,192
|
-16%
|
|
|
22
|
Valentine Ventures
Bend,
Oregon
|
$7.97M
|
-$508K
|
-35,796
|
-6%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$7.69M
|
+$4.48M
|
+315,776
|
+145%
|
|
|
24
|
Burt Wealth Advisors
North Bethesda,
Maryland
|
$7.33M
|
-$106K
|
-7,464
|
-1%
|
|
|
25
|
Gemmer Asset Management
Walnut Creek,
California
|
$7.33M
|
+$113K
|
+7,944
|
+2%
|
|
