|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.46B
|
+$56M
|
+2,934,660
|
+4%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$223M
|
-$11.4M
|
-597,440
|
-5%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$161M
|
+$10M
|
+526,504
|
+7%
|
|
|
4
|
Ameriprise
Minneapolis,
Minnesota
|
$108M
|
+$8.94M
|
+468,852
|
+17%
|
|
|
5
|
Piershale Financial Group
Barrington,
Illinois
|
$70.6M
|
+$70.7M
|
+3,707,344
|
New
|
|
|
6
|
Charles Schwab
San Francisco,
California
|
$54.3M
|
+$3.05M
|
+159,892
|
+6%
|
|
|
7
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$52.9M
|
-$3.46M
|
-181,564
|
-5%
|
|
|
8
|
|
$42.3M
|
-$2.64M
|
-138,388
|
-6%
|
|
|
9
|
TD Ameritrade Trust
Denver,
Colorado
|
$38.8M
|
-$438K
|
-22,972
|
-1%
|
|
|
10
|
Financial Management Professionals
Austin,
Texas
|
$36.2M
|
-$1.37M
|
-71,912
|
-4%
|
|
|
11
|
|
$32.8M
|
-$3.11M
|
-162,836
|
-9%
|
|
|
12
|
Alpha Capital Management
Austin,
Texas
|
$31.3M
|
+$28.8K
|
+1,508
|
+0.1%
|
|
|
13
|
Bank of America
Charlotte,
North Carolina
|
$29.4M
|
+$4.02M
|
+210,968
|
+16%
|
|
|
14
|
AJ Wealth Strategies
New York
|
$27M
|
+$1.56M
|
+81,732
|
+6%
|
|
|
15
|
United Capital Financial Advisors
Irving,
Texas
|
$26.7M
|
+$487K
|
+25,540
|
+2%
|
|
|
16
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$26.3M
|
+$809K
|
+42,432
|
+3%
|
|
|
17
|
Gemmer Asset Management
Walnut Creek,
California
|
$24.7M
|
+$4.92M
|
+258,088
|
+25%
|
|
|
18
|
Apriem Advisors
Irvine,
California
|
$23.2M
|
+$5.88M
|
+308,216
|
+34%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$23M
|
-$288K
|
-15,080
|
-1%
|
|
|
20
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$22.8M
|
+$7.85M
|
+411,768
|
+52%
|
|
|
21
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$22.5M
|
+$10.6M
|
+557,488
|
+89%
|
|
|
22
|
Sharkey, Howes & Javer
Denver,
Colorado
|
$22.4M
|
-$186K
|
-9,760
|
-0.8%
|
|
|
23
|
Tradewinds Capital Management
Bellingham,
Washington
|
$20.9M
|
+$13.4M
|
+705,192
|
+180%
|
|
|
24
|
Harvest Group Wealth Management
Waltham,
Massachusetts
|
$20.5M
|
+$16.3M
|
+853,528
|
+381%
|
|
|
25
|
Klingenstein Fields & Co
New York
|
$19.5M
|
+$1.93M
|
+101,260
|
+11%
|
|
