|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$1.47B
|
+$98.8M
|
+5,588,352
|
+7%
|
|
|
2
|
SEI Investments
Oaks,
Pennsylvania
|
$249M
|
+$16.6M
|
+938,464
|
+7%
|
|
|
3
|
Personal Capital Advisors
Redwood City,
California
|
$194M
|
+$14.1M
|
+800,152
|
+8%
|
|
|
4
|
Bank of America
Charlotte,
North Carolina
|
$106M
|
-$15.7M
|
-888,248
|
-13%
|
|
|
5
|
Charles Schwab
San Francisco,
California
|
$76.4M
|
+$7.9M
|
+446,932
|
+12%
|
|
|
6
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$70.9M
|
+$9.65M
|
+545,820
|
+16%
|
|
|
7
|
First Mercantile Trust
Cordova,
Tennessee
|
$41.5M
|
+$41.1M
|
+2,321,916
|
New
|
|
|
8
|
Mariner
Overland Park,
Kansas
|
$39.4M
|
-$1.15M
|
-65,284
|
-3%
|
|
|
9
|
Ameriprise
Minneapolis,
Minnesota
|
$36.3M
|
-$361K
|
-20,412
|
-1%
|
|
|
10
|
Financial Engines Advisors
Santa Clara,
California
|
$35.7M
|
-$2.44M
|
-138,172
|
-6%
|
|
|
11
|
Mercer Global Advisors
Denver,
Colorado
|
$29.6M
|
+$8.35M
|
+472,324
|
+40%
|
|
|
12
|
Klingenstein Fields & Co
New York
|
$29.4M
|
+$3.44M
|
+194,812
|
+13%
|
|
|
13
|
Gemmer Asset Management
Walnut Creek,
California
|
$28.8M
|
-$771K
|
-43,576
|
-3%
|
|
|
14
|
United Capital Financial Advisors
Irving,
Texas
|
$27.6M
|
+$713K
|
+40,300
|
+3%
|
|
|
15
|
Alpha Capital Management
Austin,
Texas
|
$27.5M
|
-$65.2K
|
-3,688
|
-0.2%
|
|
|
16
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$27.4M
|
+$2.09M
|
+118,272
|
+8%
|
|
|
17
|
AJ Wealth Strategies
New York
|
$26.9M
|
+$2.44M
|
+137,748
|
+10%
|
|
|
18
|
UBS Group
Zurich,
Switzerland
|
$24.2M
|
+$5.32M
|
+300,720
|
+29%
|
|
|
19
|
Wealthspire Advisors (Maryland)
Potomac,
Maryland
|
$22.1M
|
+$678K
|
+38,352
|
+3%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$20.8M
|
+$1.62M
|
+91,660
|
+9%
|
|
|
21
|
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
$20.7M
|
-$1.17M
|
-66,028
|
-5%
|
|
|
22
|
CWH Capital Management
Spokane,
Washington
|
$20.1M
|
+$2.12M
|
+119,800
|
+12%
|
|
|
23
|
BerganKDV Wealth Management
Bloomington,
Minnesota
|
$19.3M
|
+$230K
|
+13,032
|
+1%
|
|
|
24
|
HighTower Advisors
Chicago,
Illinois
|
$19M
|
-$2.11M
|
-119,180
|
-10%
|
|
|
25
|
RKL Wealth Management
Lancaster,
Pennsylvania
|
$18.2M
|
+$1.48M
|
+83,768
|
+9%
|
|
