|
1
|
Charles Schwab Investment Advisory
San Francisco,
California
|
$522M
|
+$98.1M
|
+2,149,411
|
+24%
|
|
|
2
|
Fidelity Investments
Boston,
Massachusetts
|
$96.3M
|
+$94.8M
|
+2,078,021
|
New
|
|
|
3
|
|
$20.2M
|
+$4.39M
|
+96,293
|
+28%
|
|
|
4
|
Aviance Capital Management
Sarasota,
Florida
|
$18.6M
|
-$1.32M
|
-28,976
|
-7%
|
|
|
5
|
Ladenburg Thalmann Financial Services
Miami,
Florida
|
$17.9M
|
-$26.8K
|
-587
|
-0.2%
|
|
|
6
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$14.4M
|
+$684K
|
+14,998
|
+5%
|
|
|
7
|
|
$14.3M
|
+$14.1M
|
+308,515
|
New
|
|
|
8
|
Bank of New York Mellon
New York
|
$13M
|
-$4.94M
|
-108,264
|
-28%
|
|
|
9
|
|
$8.98M
|
-$876K
|
-19,187
|
-9%
|
|
|
10
|
Bank of America
Charlotte,
North Carolina
|
$8.41M
|
-$1.03M
|
-22,650
|
-11%
|
|
|
11
|
Cardan Capital Partners
Denver,
Colorado
|
$7.59M
|
+$570K
|
+12,486
|
+8%
|
|
|
12
|
UBS Group
Zurich,
Switzerland
|
$4.3M
|
+$332K
|
+7,265
|
+9%
|
|
|
13
|
Spinnaker Trust
Portland,
Maine
|
$3.91M
|
-$222K
|
-4,870
|
-5%
|
|
|
14
|
Envestnet Asset Management
Chicago,
Illinois
|
$3.75M
|
-$352M
|
-7,705,917
|
-99%
|
|
|
15
|
Peak Financial Management
Wellesley,
Massachusetts
|
$3.59M
|
+$3.53M
|
+77,449
|
New
|
|
|
16
|
Sentinel Asset Management
Montpelier,
Vermont
|
$3.43M
|
-$16.2M
|
-354,039
|
-83%
|
|
|
17
|
BlackRock Investment Management
Wilmington,
Delaware
|
$3.33M
|
+$3.28M
|
+71,816
|
New
|
|
|
18
|
Clearwater Capital Advisors
Hoffman Estates,
Illinois
|
$2.75M
|
+$2.72M
|
+59,506
|
New
|
|
|
19
|
LPL Financial
San Diego,
California
|
$2.52M
|
-$4.46M
|
-97,838
|
-64%
|
|
|
20
|
|
$2.28M
|
+$2.24M
|
+49,146
|
New
|
|
|
21
|
Hancock Whitney
Gulfport,
Mississippi
|
$2.16M
|
+$21.4K
|
+469
|
+1%
|
|
|
22
|
Tiller Private Wealth
Bethlehem,
Pennsylvania
|
$2M
|
+$262K
|
+5,740
|
+15%
|
|
|
23
|
Snowden Capital Advisors
New York
|
$2M
|
+$48.4K
|
+1,061
|
+3%
|
|
|
24
|
Lattice Strategies
Wayne,
Pennsylvania
|
$1.76M
|
+$221K
|
+4,845
|
+15%
|
|
|
25
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$1.71M
|
+$500K
|
+10,964
|
+42%
|
|
