|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$662M
|
+$111M
|
+7,110,264
|
+20%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$128M
|
+$22.6M
|
+1,440,304
|
+22%
|
|
|
3
|
SEI Investments
Oaks,
Pennsylvania
|
$99.4M
|
+$98.9M
|
+6,313,524
|
New
|
|
|
4
|
UBS Group
Zurich,
Switzerland
|
$70.9M
|
+$7.12M
|
+454,688
|
+11%
|
|
|
5
|
|
$41.6M
|
-$26.9K
|
-1,720
|
-0.1%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$35.5M
|
+$132K
|
+8,412
|
+0.4%
|
|
|
7
|
Richard Bernstein Advisors
New York
|
$31.5M
|
+$7.41M
|
+473,204
|
+31%
|
|
|
8
|
Financial Management Professionals
Austin,
Texas
|
$27.6M
|
+$889K
|
+56,776
|
+3%
|
|
|
9
|
|
$27.6M
|
+$1.66M
|
+105,696
|
+6%
|
|
|
10
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$27.1M
|
+$7.48M
|
+477,568
|
+38%
|
|
|
11
|
TD Ameritrade Trust
Denver,
Colorado
|
$26.9M
|
+$265K
|
+16,952
|
+1%
|
|
|
12
|
Charles Schwab
San Francisco,
California
|
$24.7M
|
+$1.87M
|
+119,400
|
+8%
|
|
|
13
|
Piershale Financial Group
Barrington,
Illinois
|
$22.3M
|
+$3.22M
|
+205,352
|
+17%
|
|
|
14
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.8M
|
+$762K
|
+48,668
|
+4%
|
|
|
15
|
|
$19.7M
|
+$1.83M
|
+117,120
|
+10%
|
|
|
16
|
United Capital Financial Advisors
Irving,
Texas
|
$17.4M
|
-$83.5K
|
-5,332
|
-0.5%
|
|
|
17
|
Geneva Advisors
Chicago,
Illinois
|
$16.9M
|
+$1.4M
|
+89,464
|
+9%
|
|
|
18
|
Ameriprise
Minneapolis,
Minnesota
|
$15.9M
|
+$3.93M
|
+251,040
|
+33%
|
|
|
19
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$15M
|
-$888K
|
-56,708
|
-6%
|
|
|
20
|
AJ Wealth Strategies
New York
|
$13.7M
|
+$2.33M
|
+149,040
|
+21%
|
|
|
21
|
SVA Wealth Management
Madison,
Wisconsin
|
$13.5M
|
-$330K
|
-21,068
|
-2%
|
|
|
22
|
Mariner Wealth Advisors (Cincinnati)
Cincinnati,
Ohio
|
$12.8M
|
+$1.52M
|
+97,112
|
+14%
|
|
|
23
|
CWH Capital Management
Spokane,
Washington
|
$11.8M
|
+$2.35M
|
+150,052
|
+25%
|
|
|
24
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$11.7M
|
+$10.2M
|
+652,612
|
+720%
|
|
|
25
|
Apriem Advisors
Irvine,
California
|
$11.1M
|
+$6.83M
|
+436,388
|
+162%
|
|
