|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.34B
|
+$111M
|
+6,515,740
|
+9%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$226M
|
-$2.73M
|
-159,844
|
-1%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$175M
|
+$34.5M
|
+2,014,100
|
+25%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$119M
|
+$85.1M
|
+4,974,360
|
+271%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$66.9M
|
+$5.05M
|
+295,160
|
+8%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$60.7M
|
+$3.23M
|
+188,616
|
+6%
|
|
|
7
|
Mariner
Overland Park,
Kansas
|
$39.7M
|
+$6.9M
|
+403,180
|
+22%
|
|
|
8
|
Financial Engines Advisors
Santa Clara,
California
|
$37.4M
|
-$18.1M
|
-1,059,200
|
-33%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$35.8M
|
+$4.56M
|
+266,520
|
+15%
|
|
|
10
|
TD Ameritrade Trust
Denver,
Colorado
|
$35.5M
|
+$426K
|
+24,904
|
+1%
|
|
|
11
|
|
$33.9M
|
-$5.34M
|
-311,900
|
-14%
|
|
|
12
|
Gemmer Asset Management
Walnut Creek,
California
|
$28.9M
|
+$749K
|
+43,796
|
+3%
|
|
|
13
|
Alpha Capital Management
Austin,
Texas
|
$27M
|
+$707K
|
+41,320
|
+3%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$26.3M
|
+$1.74M
|
+101,868
|
+7%
|
|
|
15
|
Klingenstein Fields & Co
New York
|
$25.4M
|
+$3.99M
|
+233,260
|
+19%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$24.8M
|
-$4.11M
|
-240,068
|
-14%
|
|
|
17
|
AJ Wealth Strategies
New York
|
$23.9M
|
+$1.21M
|
+70,552
|
+5%
|
|
|
18
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$21.4M
|
+$29.8K
|
+1,744
|
+0.1%
|
|
|
19
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$21M
|
+$719K
|
+42,040
|
+4%
|
|
|
20
|
Mercer Global Advisors
Denver,
Colorado
|
$20.7M
|
+$20.2M
|
+1,183,192
|
New
|
|
|
21
|
HighTower Advisors
Chicago,
Illinois
|
$20.6M
|
+$619K
|
+36,180
|
+3%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$18.8M
|
+$1.14M
|
+66,872
|
+7%
|
|
|
23
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$18.6M
|
+$1.9M
|
+111,008
|
+12%
|
|
|
24
|
UBS Group
Zurich,
Switzerland
|
$18.4M
|
-$27.4M
|
-1,599,808
|
-60%
|
|
|
25
|
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
$18.1M
|
+$17.7M
|
+1,032,692
|
+68,846%
|
|
