|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.06B
|
-$117M
|
-6,921,676
|
-9%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$199M
|
+$23.2M
|
+1,371,484
|
+12%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$122M
|
-$7.73M
|
-457,632
|
-5%
|
|
|
4
|
Charles Schwab
San Francisco,
California
|
$53.6M
|
+$11.5M
|
+681,920
|
+24%
|
|
|
5
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$53.2M
|
-$188K
|
-11,116
|
-0.3%
|
|
|
6
|
Financial Engines Advisors
Santa Clara,
California
|
$45.2M
|
+$40.4M
|
+2,388,576
|
+295%
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$40.2M
|
+$32.7M
|
+1,934,700
|
+270%
|
|
|
8
|
|
$34.2M
|
+$571K
|
+33,800
|
+2%
|
|
|
9
|
TD Ameritrade Trust
Denver,
Colorado
|
$30.4M
|
-$545K
|
-32,244
|
-2%
|
|
|
10
|
Mariner
Overland Park,
Kansas
|
$28.3M
|
+$26M
|
+1,539,504
|
+469%
|
|
|
11
|
Bank of America
Charlotte,
North Carolina
|
$27.9M
|
+$4.98M
|
+294,940
|
+19%
|
|
|
12
|
Ameriprise
Minneapolis,
Minnesota
|
$27.1M
|
-$23.4M
|
-1,387,244
|
-44%
|
|
|
13
|
|
$25.4M
|
-$848K
|
-50,180
|
-3%
|
|
|
14
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$25.1M
|
+$8.07M
|
+477,560
|
+40%
|
|
|
15
|
Gemmer Asset Management
Walnut Creek,
California
|
$24.4M
|
+$5.32M
|
+314,812
|
+24%
|
|
|
16
|
Alpha Capital Management
Austin,
Texas
|
$22.8M
|
-$2.42M
|
-143,080
|
-9%
|
|
|
17
|
United Capital Financial Advisors
Irving,
Texas
|
$21.3M
|
-$25.5K
|
-1,512
|
-0.1%
|
|
|
18
|
AJ Wealth Strategies
New York
|
$19.6M
|
-$2.07M
|
-122,564
|
-9%
|
|
|
19
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$18.6M
|
+$262K
|
+15,508
|
+1%
|
|
|
20
|
Klingenstein Fields & Co
New York
|
$18.5M
|
+$3.31M
|
+195,932
|
+19%
|
|
|
21
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$17.6M
|
-$3.81M
|
-225,412
|
-16%
|
|
|
22
|
HighTower Advisors
Chicago,
Illinois
|
$17.4M
|
+$7.44M
|
+440,368
|
+63%
|
|
|
23
|
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
$16.5M
|
-$1.82M
|
-107,872
|
-9%
|
|
|
24
|
Tradewinds Capital Management
Bellingham,
Washington
|
$16.3M
|
-$361K
|
-21,348
|
-2%
|
|
|
25
|
LPL Financial
San Diego,
California
|
$15.3M
|
+$3.09M
|
+182,600
|
+22%
|
|
