|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$537M
|
+$70.9M
|
+4,823,304
|
+16%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$103M
|
+$30.5M
|
+2,073,924
|
+45%
|
|
|
3
|
UBS Group
Zurich,
Switzerland
|
$62.2M
|
-$2.5M
|
-169,712
|
-4%
|
|
|
4
|
|
$40.6M
|
+$8.39M
|
+570,776
|
+28%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$34.9M
|
+$4.04M
|
+274,488
|
+14%
|
|
|
6
|
TD Ameritrade Trust
Denver,
Colorado
|
$26M
|
+$10.9M
|
+740,068
|
+78%
|
|
|
7
|
Financial Management Professionals
Austin,
Texas
|
$25.7M
|
+$523K
|
+35,548
|
+2%
|
|
|
8
|
|
$25.3M
|
+$3.02M
|
+205,376
|
+14%
|
|
|
9
|
Richard Bernstein Advisors
New York
|
$23.4M
|
+$3.34M
|
+226,936
|
+17%
|
|
|
10
|
Charles Schwab
San Francisco,
California
|
$22.3M
|
-$459K
|
-31,232
|
-2%
|
|
|
11
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.6M
|
+$534K
|
+36,340
|
+3%
|
|
|
12
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$19.1M
|
+$1.92M
|
+130,744
|
+12%
|
|
|
13
|
Piershale Financial Group
Barrington,
Illinois
|
$18.6M
|
+$11.9M
|
+807,144
|
+200%
|
|
|
14
|
|
$17.4M
|
+$3.92M
|
+266,576
|
+31%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$17.1M
|
+$12.2M
|
+829,352
|
+295%
|
|
|
16
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$15.5M
|
-$202K
|
-13,768
|
-1%
|
|
|
17
|
Geneva Advisors
Chicago,
Illinois
|
$15.1M
|
+$14.5M
|
+985,048
|
New
|
|
|
18
|
SVA Wealth Management
Madison,
Wisconsin
|
$13.5M
|
-$210K
|
-14,260
|
-2%
|
|
|
19
|
Ameriprise
Minneapolis,
Minnesota
|
$11.6M
|
+$5.01M
|
+340,416
|
+82%
|
|
|
20
|
|
$11.4M
|
+$10.9M
|
+740,708
|
New
|
|
|
21
|
AJ Wealth Strategies
New York
|
$11.1M
|
+$10.6M
|
+722,060
|
New
|
|
|
22
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$11M
|
+$727K
|
+49,436
|
+7%
|
|
|
23
|
Moneywise Inc
Forest,
Virginia
|
$9.98M
|
-$66.5K
|
-4,520
|
-0.7%
|
|
|
24
|
HBK Sorce Advisory
Erie,
Pennsylvania
|
$9.97M
|
-$496K
|
-33,696
|
-5%
|
|
|
25
|
WealthTrust-Arizona
Scottsdale,
Arizona
|
$9.71M
|
+$178K
|
+12,112
|
+2%
|
|
